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How to create a new CSV export template?
How to create a new CSV export template?

Learn how to create a new CSV export template.

Sophia avatar
Written by Sophia
Updated over a year ago

1- Go to the settings page.

2- Find export template settings.

3- Click customize button.

4- Find the export data you want to customize and click the new CSV template near it.

Now that you can see the export template creation page.

5- Give your export template a name which will be shown in the menus. Try giving names that summarize the template.

6- Now that you can customize your CSV columns.

  • Data means the data which will fill the corresponding cell.

  • The column name is the name that will be used in the CSV column.

  • You can use the remove button at the end of the line to remove columns.

  • You can use the add new header button to add a new column to your CSV.

  • You can use the drag button at the start of the line to change your columns’ order with drag and drop.

7- When you finish customizing you can use the create button to finish your customizing.

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