Export options depend on the formats and templates configured for your company. The Export Product Data drawer lists the formats available to your account; a custom sheet is available only when it has been configured.
Custom exports map Surefront product data to a format used by a retailer or another system. Ask your Customer Success Manager to configure the export.
Set up the export
- Provide the blank spreadsheet template and a completed example from the receiving system.
- Identify which Surefront field should map to each column.
- Wait for confirmation that the export is configured for your account.
Run and download an export
- In the Catalog, project, quote, or order, select the products by their item numbers.
- Choose Export. Depending on the page, first open More.
- Choose the configured export and select Include images and attachments under Media Options if required.
- Start the export. Track its status in the Activity side panel’s Exports section.
- Download the completed file. When media is included, the spreadsheet and related media are provided in folders in the download.
Exports with images may also send an email linking to the Exports panel. Completed exports can be downloaded or rerun until their availability period ends.
