Export & Upload/Custom CSV Templates
Custom CSV Templates
Create custom CSV export formats for other platforms or databases.
Accessing the Template Manager#
- Command Palette: Choose CSV Export Templates
- Toolbar: Click CSV Export Templates
- Action Bar: Click Export CSV > Manage Templates
- Tools Menu: Choose CSV Export Templates
Creating a New Template#
- Click "+ New Template".
- Template Name: Enter a descriptive name
- Agency Name: (Optional) Enter the agency name
- Separator: Choose Comma, Semicolon, Tab, or Pipe
Mapping Columns#
- Click "+ Add Column" for each field.
- Column Name: Enter the header text for your CSV
- Select Data Field: Choose from:
- Title
- Description
- Keywords
- Filename
- Categories
- etc.
- Click "Save Template."