Exporting Product Data

How to quickly export product data in CSV, XLSX or PDF format from the Product Overview in Plytix

Product information can be downloaded directly from the 'All Products' screen in a few different formats. Assets can also be downloaded as image files. This article offers step-by-step instructions for each process.

Starting an export

Exporting Spreadsheets (CSV and XLSX)

Exporting PDFs

Exporting Assets

*Skip to any section in this article by clicking on the links above


Starting an export

To start your export, go to the Product Overview and select the products you want to export. The 'Export' button will appear at the top. 

closeup on the export button within the product overview in Plytix

Options for 'CSV', 'XLSX', 'PDF', and 'Assets' will appear. Choose the format in which you would like to export. 

choose your export format: CSV, PDF, XLSX or assets only


 

Exporting Spreadsheets (CSV & XLSX)

A CSV is a comma separated values formatted spreadsheet, while XLSX is formatted in Excel. The process to export these is the same. 

  1. From the export menu, select the 'CSV' or 'XLSX' option.
  2. An attribute selection will appear. All the attributes you have in your table columns will appear automatically. You can add or remove all available attributes and rearrange their order by dragging and dropping.

    Choose attributes to export in CSV format

ℹī¸ You may also choose to download the assets associated with your products by checking the 'Download linked assets' checkbox.


3.    Click the purple 'Export' button.

4.     Depending on the size of your files, your export may download directly in the browser. In the event that it is too large, you will see a popup like this:a popup tells you that your export is in progress

5.     You will receive an email with your file attached for download.

💡 A history of your exports is available in the Export Logs area. 

 


Exporting PDFs

ℹī¸ PDF downloads require you to have at least one Product Sheet template set up. Unlimited Product Sheets are a PRO feature, but you can try one out with a free trial or Standard plan. If you haven't yet created any Product Sheet templates, follow our article on how to create Product Sheets, and find out more. 

  1. From the export menu, select the 'PDF' option.
  2. Name your file.
  3. Select the template you would like to use.
    select a template to export a PDF
  4. Click the purple 'Export' button.

Depending on the size of your PDF, your export may download directly in the browser. In the event that it is too large, In the event that it is too large, you will see a popup like this:

A popup tells you that your export is in progress and you will receive an email

5.     You will receive an email with your file attached for download.


Your exports are also available in the Export Logs area. 

💡 Each product in Plytix has a unique identifier in our database. If you need this identifier for better data matching when integrating with other systems, we recommend you export the "Product ID" attribute.

 


Exporting Assets

Downloading product assets from the Product Overview will result in a set of files packaged into a ZIP folder. To do this: 

  1. From the export menu, select the 'Assets' option.
  2. Name your file and choose media attributes you would like to download into the folder. You can also search for the System Attribute "Files" to get all related files.
  3. Click the purple 'Export' button.
    select media assets you want to export and click the 'export' button


Depending on the size of your files, your export may download directly in the browser. In the event that it is too large, you will see a popup like this:

a popup appears to tell you that your export is in progress and you will receive an email
4.     You will receive an email with your file attached for download.

Your exports are also available in the Export Logs area. 

 



What's Next

 

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