Export a spreadsheet

[CommunityMod_WM]

Export product information or a blank spreadsheet.

Export a Blank Spreadsheet 

Blank spreadsheets can be exported for many reasons, but most commonly, to populate and import new product content into the platform. Spreadsheets are exported as Excel documents with columns that reflect required and optional attributes for a specific Requirement Set.

These exported spreadsheets are designed to work seamlessly with the platform, so they are the only recommended spreadsheets to import.

1. Click the Activity Log in the left-hand navigation pane.
2. Click Blank Spreadsheet. 
3. Select an option from each dropdown menu: Export Type, Recipient, Recipient’s Requirement Set (use the Syndigo Default Requirement Set if you are unsure of the Recipient), locale(s), identifier(s), and taxonomy.
4. Click Create Spreadsheet. 
5. An export summary will appear for review. Separate spreadsheets are created for each type of attribute criteria. To delete any spreadsheets before exporting, uncheck box for each and click “clear all”.  
6. Click Export in the top right-hand corner of the page.
7. Once the spreadsheets are exported, you will see a message explaining that a link will be sent to your email.

The spreadsheets can also be downloaded from the Product Exports tab of the Activity Log tab. To download, click the download arrow icon beside the relevant spreadsheet.

Populate the spreadsheet with all relevant information about the products you’d like to create or update.

Export Existing Product Content

Product information can be exported so it can be edited via spreadsheet. Spreadsheets are exported as Excel documents with columns that reflect the required information for a selected Requirement Set.

These exported spreadsheets are designed to work seamlessly with the platform, so they are the only recommended spreadsheets to import.

1. Navigate to a product grid view on either the Product Index, Product Set, or Recipient Profile All Products page. 
2. Click the checkboxes beside the product(s) you wish to export. 
3. Click Download in the Actions Bar.
4. From the pop-up window, select either Direct Download or Email and the type of spreadsheet you want.
5. Click Next.  
6. Click Create.
7. In the pop-up window that appears, select an option for each type of information: Recipient, Requirement Set, locale(s), identifier, and taxonomy.  
8. Click Create Spreadsheet. Then click Export. 
9. Once the spreadsheets are exported,
   • If you've selected Direct Download, your files will begin downloading immediately (indicated in the File Transfer panel in the lower right corner). 
   • If you've selected Email delivery, you will see a message explaining that a link will be sent to your email. Follow the instructions in the email to download your spreadsheets.

The spreadsheets will also appear on the Exports tab in the Activity Log tab. To download, click the download arrow icon beside the relevant spreadsheet.