Export Templates

Creating and Customizing Export Templates

Customizing your templates is the best way to ensure your Export has precisely what you want. You can build an export template from scratch or customize a copy of one to suit your needs. These are ideal for running reports, quickly updating, or transferring products to another store.

To start, go to Settings › Export templates. You will see the pre-made export templates that are available to use.

Although you can create an export template, we recommend using a copy of the Bulk Edit template and modifying it for your needs. This will let you bypass the settings and field mapping when re-importing it later.

1. Click Create an Export Template to create a new one, or click Choose an Action and select Create a Copy next to Bulk Edit.

2. Under Template Details › Template Name, type a new name for your template. We recommend calling it something particular for its purposes, such as Tax reports or Price Changes.

3. Under Export Options, check the data type for which you are creating the template. Notice that the tabs listed along the top change with your selections.

4. Click on the tab at the top of the screen for the data type. In this example, we will click the Products tab.

5. Go through and check or uncheck each field as needed. Keep in mind that some areas are required for re-import.

Pro Tip! You can check or uncheck the Export This field to select or deselect all areas in the list within your custom export template.

When you have made your changes, click Save & Exit. You can now export your data using your new template. If you wish to export from this page for any reason, you can do so by clicking the Choose an Action dropdown and selecting Export [data type].

FIELD FORMATTING OPTIONS

In the template details below Export Options section is the Field Formatting Options section. These options allow you to control how to format the fields within the template when it exports.

• Date Format — a dropdown menu with several ways to format how dates are displayed in the Export
• Price Format — a dropdown menu to select a preferred format to view prices
• Boolean Format — a dropdown menu with a selection of how to display Boolean outputs
• Blank for False? — check to make blank fields also stand for false in Boolean options
• Strip HTML? — check to remove HTML from product descriptions. Do not use unless you wish to remove style and formatting from your product descriptions. We recommend backing up your products before enabling this setting.

PRODUCT EXPORT OPTIONS

• Include Product Options? — check this option to include product options

ADVANCED CSV EXPORT SETTINGS

These settings can generally be left alone using the Bulk Edit template. The grounds here can be adjusted to meet the needs of the Export. For example, setting Sub Items to display each item on a separate line makes it easier to see products in an order. 

• Field Separator — assign a character to separate each field in the Export. By default, this will be a comma.
• Field Enclosure — assign a character to enclose the contents of each field. By default, this will be a double quote.
• First Line as Field Names? — check this option to make the first row of the Export contain the names of the fields being exported, such as Product Name and SKU
• Blank Line Between Records? — check this option to separate each row of content in the Export with a blank row
• Sub Items— a dropdown menu to select how you want sub-items displayed in the Export
  • Sub Items Separator — assign a character to separate each sub-item. This must be different from the character set as Field Separator. By default, this will be a vertical bar.
• New Line Character — a dropdown menu to select how new lines are formatted in the Export

Editing and Deleting Export Templates

You can only edit or delete custom templates. If you wish to modify a built-in template, follow the steps above to copy and customize it.

EDITING AN EXISTING TEMPLATE

Click the Choose an Action dropdown next to the template you wish to edit, then select Edit. You will be brought to the edit page for the template. Once you have made your changes, Save & Exit.

DELETING A TEMPLATE

Click the Choose an Action dropdown next to the template you wish to delete, then select Delete. You will see a pop-up asking you to confirm that you want to delete the template. Click OK. Your template will be deleted.