Creating a Custom CSV Template

Creating a Custom CSV Template

Creating a Custom CSV Template

Overview

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:

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2. Click mceclip2.png (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:

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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:

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5. Once you have complete the template, click mceclip5.png (top right)

Need more help? 

If you need more help, no problem. Contact us and we'll be happy to help. 

Multi-Channel eCommerce Software | Expandly

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