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Excel templates in Admin

Controlling the format of the system's exports: uploading, downloading, deleting and defaulting an Excel/CSV template per export type, and the CSV endpoints exposed for integrations.

Excel Templates controls the format of the exports the system produces. Each kind of export has its own row; the ones most brands work with are the article export, BOM, component, measurements, SKUs, and order sheet templates.

Downloading a template to edit

Each row is an export type. If there's something in the Download column, a template has already been created specifically for your brand — download that one and continue from it. If you're creating a template from scratch, download the starting point from the Default column instead.

The Excel Templates table — export types as rows with Exists, Download, Upload, Delete, Default columns and a CSV endpoint

Uploading your template

Once you've prepared the template, Upload it against the row — upload is always in the same place. From there you can also Delete a template, and where an export type exposes a CSV endpoint its URL is shown on the row for an integration to pull the data directly.

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