Operations
Export templates
Define reusable field sets for downstream files.
For workspace users and administrators · Updated October 1, 2026
What this module is for
Define reusable field sets for downstream files.
Use this page when you need to complete the task yourself and understand what each action changes. The steps name the relevant screen, explain why the action belongs in the workflow, and state what to verify before moving on.
Before you start
- Sign in with a role that can view or change the records in this guide.
- Have the product, file, channel, or workspace information ready before starting an action that saves data.
- Use a small test record or file first when an action affects multiple products or a connected channel.
1. Prepare a template
Complete these actions in order. They describe the screen to use, the decision to make, and the evidence to check before you move to the next stage.
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Step 1.1
Do this: Open Exports > Templates and create a template for a recipient or process.
Why this matters: This keeps the prepare a template work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Look for a confirmation message, a newly created record, or a job status entry. If nothing changes, read the inline field error or job detail before retrying.
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Step 1.2
Do this: Select the fields and format the destination needs, then save.
Why this matters: This keeps the prepare a template work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Look for a confirmation message, a newly created record, or a job status entry. If nothing changes, read the inline field error or job detail before retrying.
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Step 1.3
Do this: Run a test export and compare the output columns with the recipient’s specification.
Why this matters: This keeps the prepare a template work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Look for a confirmation message, a newly created record, or a job status entry. If nothing changes, read the inline field error or job detail before retrying.
2. Keep it current
Complete these actions in order. They describe the screen to use, the decision to make, and the evidence to check before you move to the next stage.
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Step 2.1
Do this: Update the template when attributes, channel rules, or recipient requirements change.
Why this matters: This keeps the keep it current work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 2.2
Do this: Retest before using the revised template in a scheduled export.
Why this matters: This keeps the keep it current work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
Events and statuses to watch
Actions such as saving, importing, exporting, connecting, publishing, and approving can either update a record immediately or create background work. Wait for the on-screen confirmation and then check the relevant list, detail view, or job status before repeating an action.
- Saved or created: confirm the record appears with the intended values.
- Queued, running, or processing: wait for completion and open the job or event detail if progress stops.
- Failed, partial, rejected, or blocked: read the specific message, correct the source data or permissions, then retry only the affected work.