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Exports

Last updated: February 9, 2026

In the export workflow, you map source data into your export template structure and download the output file.

What you need before starting

  • An Excel or CSV source file.
  • At least one active export template.
  • Optional: active suppliers (depending on template requirements).

Export workflow step by step

  1. Upload your file and confirm detected columns.
  2. Select a supplier (or use default supplier behavior).
  3. Select an export template.
  4. Map columns and review the preview.
  5. Choose export format (XLSX and/or JSON).
  6. Generate the export and download the file.

Supplier rule in exports

A supplier is only mandatory if your export template contains a supplier column. In that case, a valid active supplier must be available (selected or default).

Use column mapping correctly

  • Your export template defines target columns and their order.
  • Map source columns to target columns as needed.
  • Unmapped target columns remain empty in the export.
  • Review preview data before final export.

Practical default

For recurring exports, keep templates stable and use consistent source column names whenever possible.

Format and download

  • You can generate XLSX, JSON, or both formats in one run.
  • Files are downloaded directly in the browser.

After export

The export run is saved as a job so you can trace history and metadata.

Output responsibility

You are always responsible for reviewing and verifying output results. DO NOT use processed or exported files in production workflows until you have fully verified that everything is correct.