In this guide, we will show you how to create a custom CV template in Expandly which can then be used to export custom information from Expandly.
Creating a Custom CSV Template in Expandly
1. Click Settings (left Menu) and then click Template Designer:
2. Click (top right)
3. On your Templates page, fill in the following details:
Template Name - what you want the template to be called
Template Type - select from the drop down, the type of template you want to create - i.e. will you be using the template to export your product or will the template be used to export your orders and create customer invoices for example:
4. Within the Template design section, drag and drop the keywords from the left-hand side, to build your template, to include any fields that you want to be exported/shown on the template:
5. Once you have complete the template, click (top right)
Need more help?
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