Introduction

Export templates in TRAEDE allow you to save specific export setups as reusable templates. This is especially useful when you frequently share product or order data with partners, marketplaces, or internal teams in a specific format.

What are export templates?

When exporting data in TRAEDE, you can manually:

• Select which fields to include

• Rearrange column order using drag-and-drop

Instead of doing this every time, you can save your configuration as a template. This saves time and ensures consistent data formatting across exports.

How to create an export template

1. Go to any exportable list (e.g. Products, Orders).

2. Click Export spreadsheet.

3. Select the columns you want and arrange them as needed.

4. In the Template field (top-right), give your template a name, e.g. Amazon format.

5. Click Save.

Now your template will appear in the dropdown for future use.

How to use an export template

1. Click Export spreadsheet.

2. In the template dropdown, select your saved template (e.g. Amazon format).

3. The columns will auto-adjust based on the saved setup.

4. Click Export.

How to update, rename, or delete a template

1. Select the existing template from the dropdown.

2. Add or remove fields as needed.

3. Click Save to update the current template.

4. To rename or delete:

   • Click the template dropdown

   • Select Edit name or Delete

Use case: Email attachments

Export templates can also be used to customize the Excel sheets attached to emails sent via TRAEDE (e.g. purchase orders to suppliers or B2B customer orders). This ensures the Excel attachments have exactly the columns and layout you want.

For more on customizing email exports, see: How to change the Excel template used in email attachments