Skip to main content

How to edit CSV export templates?

Learn how to edit CSV export templates.

Sophia avatar
Written by Sophia
Updated over a year ago

1- Go to the settings page.

2- Find export template settings.

<a href="https://downloads.intercomcdn.com/i/o/685004046/34a71cbdf359f8f2e1aa1c33/3.png?expires=1745766000&amp;signature=1ebf2f62d6a3376bb890b63d7e21e93e1cb04c5300fdd12732db5ff7fa3b5919&amp;req=cigiFsl6nYVZFb4X1HO4gdrTf5%2FdCEzIF1AdXA96m9GeAAqf0rCges%2BANgNT%0A" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/685004046/34a71cbdf359f8f2e1aa1c33/3.png</a>

3- Click customize button.

4- Find the export data you want to edit and click on it.

Now that you can see the export template edit page.

5- You can edit your export template name which will be shown in the menus. Try giving names that summarize the template.

6- You can edit 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 editing you can use the update button to finish your editing also you can use the delete button to delete the template.

Did this answer your question?