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Customizing Export Templates

Customizing your templates is the best way to ensure your export has exactly 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, doing a quick update, or transferring products to another store.

To start, go to Advanced SettingsExport Templates. You will see the pre-made export templates that are available to use.

Top of the View Export Templates screen

Creating and Customizing Export Templates

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 you go to re-import 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.

Creating a copy of the Bulk Export template

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

Template Details tab and Template Name highlighted in the Create/Copy Export Template screen

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

Customers and Products check boxes and tabs highlighted

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

Products tab highlighted

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

Check or uncheck Export This field to select all or deselect all fields in the list.

6. 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 Choose an Action and then choosing Export [data type].

Exporting data using a custom export template

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

1. Click on Choose an Action next to the template you wish to edit, and click Edit.

Editing a custom export template

2. You will be brought to the edit page for the template. Once you have made your changes, Save & Exit.

Deleting a template

1. Click on Choose an Action next to the template you wish to delete, and click Delete.

Deleting a custom export template

2. You will see a pop-up asking you to confirm that you want to delete the template. Click OK. Your template will be deleted.

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