🔹 Step 1: Open Custom Templates
Go to the Export section from the left menu and click on Custom Templates to start creating your own export format.
🔹 Step 2: Click on "Create Export"
In the Custom Templates section, click the purple “Create Export” button at the top-right to start building a new export template.
🔹 Step 3: Your Create Export Page Will Open
Once you click "Create Export", the export builder page will open. Here, you can define your template name, description, and choose fields to include.
🔹 Step 4: Click on “Mapping” in the Pop-Up
On the Create Export page, a pop-up will appear.
Click on the “Mapping” tab to select the product fields you want to include in your export template.
🔹 Step 5: Map Trustana Attributes to Export Headers
For each Trustana attribute, enter the custom name you want to appear in your export file under the Export Headers section.
You can simply type the header name directly—this gives you full control over the output file format.
🔹 Step 6: Click on “Create”
After mapping your desired attributes and entering export headers, click the purple "Create" button in the bottom-right corner to save your custom export template.
🆘 Need Help?
Reach out to your Customer Success Representative.