How to Transfer Notion Templates Between Accounts?

Transferring Notion templates between accounts is a great way to share your custom designs with colleagues, friends, or other users. Whether you want to duplicate your own templates in another account or receive templates from someone else, Notion offers intuitive methods to make the process smooth. This article explains updated steps and best practices for transferring Notion templates between accounts.

Step 1: Export the Template

Start by exporting the template from your current Notion account.

1. Open the Notion Workspace where the template is located.
2. Locate and open the template you want to transfer.
3. Click on the three-dot menu icon in the top-right corner of the page.
4. Choose Export from the dropdown.
5. Select the preferred export format – typically Markdown & CSV or HTML. (Markdown exports work best if you plan to edit the content later.)
6. Click Export and save the file to your computer.

Note: Notion’s export options continue to improve. Ensure you are using the latest version of the app for the most recent export features.

Step 2: Import the Template

Once you have exported the template, import it into the target Notion account.

1. Log in to the Notion account where you want to import the template.
2. Create a new page or open an existing one where you want your template.
3. Click on the + button to add a new block.
4. Select File or Upload a File from the block options.
5. Pick the exported template file from your computer.
6. Notion will automatically import the content, displaying it as a new page or block.

Step 3 (Optional): Customize the Imported Template

After import, you may wish to adjust the template to fit your needs.

1. Open the page or block with the imported template.
2. Edit content, rearrange sections, add or remove elements, and make any necessary tweaks.
3. Explore Notion’s array of tools and features to enhance the template’s functionality and appearance.
4. Your changes are saved automatically as you work.

Alternative Method: Duplicate via Shared Link

If both accounts have access to the shared template page, you can use Notion’s Duplicate feature for a faster transfer.

1. In the original account, open the page containing the template.
2. Click the Share button at the top-right, then enable Share to the web.
3. Copy the publicly available link.
4. In the receiving account, paste the link into your browser.
5. Click the Duplicate button at the top-right of the shared page – this action will add a copy directly to your workspace.

This method bypasses the need for exporting and importing files, making it a quick solution for transferring templates.

Step 4: Share the Template with Others

To collaborate or distribute your template to other Notion users, use the sharing options.

1. Open the page or block containing the transferred template.
2. Click the Share button in the top-right corner.
3. Choose your sharing method – via a link, by inviting specific users, or by email.
4. Adjust permissions and access roles as required.
5. Click Copy Link (if using a link) or complete the invitation process.
6. Share the link or send the invitation to the intended recipients.

Conclusion

Transferring Notion templates between accounts offers an efficient way to share valuable resources and streamline collaboration. Whether you export and import a template or use Notion’s Duplicate feature through a shared link, these methods make it simple to distribute custom templates and enhance productivity. Leverage Notion’s versatile workspace to refine your workflows and boost productivity with tailored templates. For additional insights on Notion’s features, check out this article on its Key Functionalities and learn more about how to Boost Productivity.