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CSV templates

  • Manage the CSV templates used for importing and exporting data in bulk.
  • View basic CSV templates and templates you manually added in [Create CSV].

Orders


CSV templates
  • Click on the desired template name in the CSV templates list to move to [CSV templates]. You can modify the selected template here.
  • Click on [Add template] to create a new CSV template. This will take you to [CSV templates].
Select
  • You cannot edit the field headers for the basic template. However, you are able to edit the field headers you added or the sorting order of the field headers.
  • Data on personal information of customers or recipients cannot be exported as a CSV file.
Field headers
  • You can select field headers to export by selecting a field header in [Field headers] and moving the selected field header to [Field headers to export] by clicking the right arrow button.
  • You can remove a field header from [Field headers to export] by selecting the field header you wish to remove and clicking the left arrow button.
Field headers to export
  • You can change the order of the field headers in [Field header to export] by using the arrow buttons.
  • You can add an empty column in the CSV file by clicking the [Empty column], and search for a specific field by typing in the field name in the search box.
Sorting order
  • After you select a field header and the field header to sort the data by, you can select whether to sort the data in ascending order or in descending order.
  • You can add more sorting options by clicking the [+] button.

Customers