Pre-Built Data Templates
As part of the Copado Data Deploy feature, Copado has configured pre-built data templates to help you deploy data for several widely-used tools.
These pre-built data templates have been designed to speed up your data deployment process and to save you the hassle of having to deploy different data templates in several steps or deployments, since you can select parent and child records within the main object template to deploy them in one go.
Here is a list of all the pre-built data templates you can download as well as an example of a CPQ diagram and an nCino diagram with a representation of the relationship among some of the objects so that you have a clear view of the elements involved. Click on each data template to download the JSON file.
These pre-built templates are just a starting point. Once you download them and import them to your org, you can update them as required to meet your business needs.
Salesforce Data Templates
Salesforce CPQ Data Templates

nCino Templates
- Product Hierarchy
- Screen Configuration
- Route
- Credit Memo
- Collateral Type
- Closing Checklist
- Questionnaire
- Branch
- Fee Management
- Policy Exception Management
- Smart Checklist
- Budget
- Configuration Keys & Values
- nCino - Form Generation
- nCino - Team & Team Members
- nCino - Role & Team Keys
- Rule Engine
- Risk Grade
- Spreads:
- Configuration Objects:

Conga Templates
- Conga Solution
This main template includes the below child templates:- Conga Template
- Conga Solution Report
- Conga Solution Query
- Conga Query
- Conga Solution Email Template
- Conga Email Template
- Conga Collection Solution
- Conga Collection
- Conga Solution Parameter
