Introduction
This article explains how to change the Excel template that TRAEDE includes as an attachment in automated emails. This is useful when you need a custom spreadsheet layout for order confirmations — either for all customers or specific ones.
💡 This feature combines two areas of TRAEDE: Email settings and Export templates.
If you're unfamiliar with either, we recommend reviewing those articles in the Help Center first.
Video guide
Step 1: Create an export template
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Go to Sales -> B2B orders
- Press Export templates in the top right corner
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Choose the columns and format you want for the spreadsheet
- When you have the right columns press Save As in the top and give it a name
- Now you can always find the template by pressing: Saved templates
📝 The template defines the content of the Excel sheet TRAEDE attaches to emails like order confirmations.
Step 2: Link the template to your email
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Go to Email settings
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Open the relevant email (e.g. Order confirmation)
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Scroll to the Attachments section
- Click Override
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Click Edit on the attachment
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In the dropdown Add Attachment, select your custom template:
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Click Save attachment, then Save email
Now, every time this email is sent, the attached Excel file will use your custom format.
Step 3: Apply a different template for a specific customer
You can also set a unique Excel template for a specific customer (e.g. BAM).
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Go to Email settings → Order confirmation
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Click Add customization
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Select the customer (e.g. BAM)
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Open the BAM customization
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Scroll to Attachments
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Click Edit on the order export
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Select a different template (e.g.:
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Click Save attachment, then Save email
Now:
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All customers receive your general custom Excel template
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BAM receives their own specific version
✅ You’ve now successfully customized the Excel export templates attached to your emails, both globally and per customer.