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Add Excel Export

Add the Excel Export template for spreadsheets in Productsup.

Introduction

The Excel Export template lets you enter product content data using an existing Excel spreadsheet template. You can use a two-dimensional data table, known as a data table sheet, or one worksheet tab per product, known as a single-item sheet. The Excel Export template lets you add product images to single-item sheets.

Set up the Excel export destination

You can send product content data either via several other export templates or by using the Excel Export template. See step 6 to directly set up an export destination if the platform offers an Excel destination for your export template.

To use the Excel Export template, you must first add an export that's designed to work with the Excel Export feature. In this example, you can see how to add custom attributes to an Excel Export template.

add_excel_export.png

  1. Go to Exports from your site's main menu and select ADD EXPORT. Search for Excel Export and select Add. Select Add again to confirm it as an export.

  2. Give your export a custom name if desired, then select Add.

    • The custom name replaces the export name on the Excel Export Overview page.

  3. Now exit the Exports view and go to Dataflow in your site's main menu.

  4. Select Excel Export from the top ribbon menu.

  5. Add and or connect the attributes you need from the Intermediate column, based on your excel spreadsheet, to the Excel Export column.

  6. Now go back to Exports, and on the Overview page, select the setup cogwheel icon for your chosen export template.

  7. Select Add Destination and choose Excel Spreadsheet (Productsup Server) from the drop-down list. You can optionally give your destination a title in Name, and select Save.

    add_excel_destination.png

Destination setup information

To use the template, you first need to upload your Excel template file to an HTTP(s) location of your choice. From the Excel Export Overview page in Destinations, select the Setup cogwheel icon for the Excel files you created in step Set up the Excel export destination. There you can see the following three (3) input fields:

  1. The Excel template file URL

  2. The worksheet name containing the data table template

  3. The worksheet name containing the single item template

After the initial site export run, the destination URL appears at the bottom of the settings page in Files with the specific Excel Export in the Filename area. The destination URL also appears in the Notifications pop-up window once processing ends.

Enter the following destination details for the Excel Export:

  1. In Template file, enter the URL to your template file. Example: https://url-to-template-file. The file must be in .xlsx or .xlsm format.

  2. (Optional) Next, enter the following information if the template source is via FTP in Template File FTP Username and Template File FTP Password.

  3. (Optional), If your template creates a datasheet template per product, set the name of this worksheet in Data sheet.

  4. In Data Sheet Name Separator, enter a separator if desired, as the default is a comma (,).

  5. Enter the name of the sheet or tab containing the product content data in Products sheet.

  6. Switch the Populate By Columns button to On if you want to populate data by columns instead of rows.

  7. Output File FTP URL and enter the Output File FTP Username and Output File FTP Password.

  8. Turn on the destination by switching Active to On.

  9. Select Save.

    excel_spreadsheet_setup.png

Enter the following destination details for Excel Macro Files (XLSM):

  1. In Template file, enter the URL to your template file. Example: https://url-to-template-file. The file must be in .xlsx or .xlsm format.

  2. (Optional) Next, enter the following information if the template source is via FTP in Template File FTP Username and Template File FTP Password.

  3. (Optional), If your template creates a factsheet template per product, set the name of this worksheet in Factsheet.

  4. Switch the Populate By Columns button to On if you want to populate data by columns instead of rows.

  5. In Sheet Name Column, specify an export column name that contains the sheet name where you add each product.

  6. Turn on the destination by switching Active to On.

  7. Select Save.

    excel_macro_files_setup.png

Prepare a template

Requirements

The Excel template file must meet the following criteria:

  • Office Open XML (.xlsx) Excel 2007 and above

Note

Productsup supports .xlsx and .xlsm. If you're using an Excel Template, for example, .xlt, .xltm, etc., you must convert your template into the .xlsx or .xlsm format.

Placeholder

The platform saves all contents and styles unless they are Productsup placeholders. Product content data replaces all placeholders.

placeholder.png

1. Text placeholder

Text placeholders are available in data table sheets and single-item sheets.

To insert text from the feed content, you must use the placeholder PRODUCTSUP_VALUE('<attribute>'). The placeholder can appear somewhere in cell content or as the cell content's only value. For example, a cell could contain:

  • Cell A1: "Title: PRODUCTSUP_VALUE('title')"

  • Cell A2: "PRODUCTSUP_VALUE('title')"

In both examples, the attribute title replaces PRODUCTSUP_VALUE('title') from the feed's product. If the title is A random title, cell A1 then contains Title: A random title and cell A2 contains A random title.

2. Image placeholder

Image placeholder is only available in single-item sheets.

To insert an image, you must enter the placeholder PRODUCTSUP_IMAGE('<attribute>') in a cell separate from other contents. The attribute must contain an image URL. By default, the image placeholder positions the image in the upper-left cell corner. It then calculates the cell size that contains the placeholder. You can also merge multiple cells vertically to expand the height of the image.

Alternatively, if you want to define the maximum image size, the placeholder takes a second argument, describing the width and height of the image. The image placeholder PRODUCTSUP_IMAGE( '<attribute>',100x100) sets the image in a 100 pixel x 100 pixel box in the same location. The image either takes up the full width or full height of the defined box, whichever fits first.

image_placeholder.jpg

3. Number placeholder

The number placeholder is available in data table sheets and single-item sheets.

To insert numbers in a number format instead of a string, you must use the placeholder PRODUCTSUP_NUMBER('<attribute>'). This only works with content that contains digits and dots only. Any other content results in an empty value for this field.

Data table sheets

A data table sheet contains a table with attributes that run horizontally and items that run vertically. The template defines placeholders in a single row. The feed content replaces this row and the following rows.

data_table_sheet.jpg

If you want to add styles to the table, the entire table adapts to your chosen style. You can also apply a style to the placeholders if you want to style the text. These changes affect the final data when you style the placeholders.

Single-item sheets

A single-item sheet contains information about one single item. You would then need to provide a template worksheet in an Excel spreadsheet. You can freely design the template and place text and image placeholders wherever you want. The platform creates one worksheet per feed item and removes the template from the final Excel file.

single_item_sheets.jpg

Data table template name options

If you need multiple data tables in different worksheets, you can provide a comma-separated (CSV) list of worksheet names for the data table template. The list of worksheet names lets you write the same data on multiple sheets. Productsup offers an additional feature, such as the Excel Macro Files destination, that helps determine which product to add to which sheet.

The Excel Macro Files destination supports the Sheet Name Column feature.

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