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Logo1.png Creating a CSV template

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Overview

Create a CSV template to use in Expandly.

Video

Steps

1. Click Configuration (left menu), Order Settings and then Template Designer

Expandly_-_template_designer.png

2. Here, you’ll find all of the templates in Expandly, including the CSV templates

1. Locate the CSV template you want to edit (e.g. Products CSV/Text) and click on the Copy icon (right)Map_Order_Status.PNG

2. Name your new CSV template in the pop-up box and click Submit

3. Locate the new CSV template and click the Edit icon (right) Icons.png

4. Use the template designer to create your new CSV template - making use of the keywords on the right by clicking to insert. Once finished, click Update (top right)

Expandly_-_CSV_template.png

Next Steps

Now you've created a picklist template in Expandly, you might want to:

Manage orders in Expandly

Need more help?

If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.

Contact us

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