Export templates (CSV & Excel)

Export article data as a CSV or Excel file with the columns, order and headings you define in an export template.

With export templates you download article data as a CSV or Excel file (.xlsx). A template stores which columns the file contains, in which order and with which heading, the file format and which articles are exported – all articles of your warehouse, only those of one client, or only active ones.

The fields have the same names as in the article import: a file you export can be read in again with an import template. Every row of the file is exactly one article.

Screenshot: Overview "Export templates (CSV & Excel)" with name, format, client, number of columns, last modification, last export and the buttons to download, edit, duplicate and delete
Screenshot: Overview "Export templates (CSV & Excel)" with name, format, client, number of columns, last modification, last export and the buttons to download, edit, duplicate and delete

Before you start

  • Your user needs the permissions for the import menu, the export menu and the export templates – the Export menu is shown inside the import block. Ask your administrator.
  • The attribute fields you want to export exist. The template offers only fields your company really has.
  • For stock columns: your warehouses exist. See Stock overview.
  • For texts and categories in several languages: the languages of your company (Catalogue › Attributes › Languages, Katalog › Attribute › Sprachen).

Step by step

Create a template

  1. Open Catalogue › Export › Templates (Katalog › Export › Vorlagen) and click New template (Neue Vorlage). A new template starts with Item Number (SKU) and Name in your default language.
  2. 1 · Template (Vorlage): enter the Template Name (Name der Vorlage). Choose the Client (Mandant): — all articles — (— alle Artikel —) exports all articles of your warehouse, your own company under Logistician (Logistiker) exports only your own articles (articles without an owner), and a company under Clients (Mandanten) only that client's articles. The dropdown is shown to the logistician only. Switch on Export active articles only (Nur aktive Artikel exportieren) if inactive articles should be left out.
  3. 2 · File format (Dateiformat): click the card CSV or Excel (.xlsx).
    • For CSV, also choose the Separator (Trennzeichen: semicolon, comma, tab or pipe) and the Text delimiter (Textbegrenzer). Switch on UTF-8 with BOM (UTF-8 mit BOM) if the file is opened in Excel – otherwise Excel shows umlauts and other special characters wrongly.
    • First row contains column names (Erste Zeile enthält Spaltennamen) applies to both formats.
  4. 3 · Choose columns (Spalten wählen): on the left you see the fields in sections you can expand – Master data, Texts & categories · [language] (default language first), Images, Stock & storage places and Attributes · [group]. Each section shows how many of its fields are chosen ("x / y").
    • Click a field to add it as the last column of the file; click it again to remove it.
    • The icon in the section header adds all fields of the section (with a search, all fields found).
    • Search field … (Feld suchen …) filters the fields by name.
  5. On the right, Columns of the file (Spalten der Datei) lists the columns with their letter as in Excel (A, B, C …):
    • Drag a column by its handle or use the arrows to change the order.
    • Type your own heading (Überschrift) into the field next to the column. Left empty, the column gets the name of the field.
    • Remove a column with ×, or all columns with Remove all (Alle entfernen).
  6. 4 · Preview (Vorschau) shows the first 5 articles with the current, not yet saved settings. It updates with every change; Update (Aktualisieren) loads it again.
  7. Click Save template (Vorlage speichern) or Save & download (Speichern & herunterladen) in the bar at the bottom. If something is missing, Still needs to be filled in lists it (template name, at least one column).
Screenshot: Steps "1 · Template" with name, client and "Export active articles only" and "2 · File format" with the cards CSV and Excel, separator, text delimiter and the switches for the first row and UTF-8 with BOM
Screenshot: Steps "1 · Template" with name, client and "Export active articles only" and "2 · File format" with the cards CSV and Excel, separator, text delimiter and the switches for the first row and UTF-8 with BOM
Screenshot: Step "3 · Choose columns" with the expanded sections "Master data" and "Texts & categories" on the left and the sortable list "Columns of the file" with own headings on the right
Screenshot: Step "3 · Choose columns" with the expanded sections "Master data" and "Texts & categories" on the left and the sortable list "Columns of the file" with own headings on the right
Screenshot: Step "4 · Preview" with the first five articles in the chosen columns
Screenshot: Step "4 · Preview" with the first five articles in the chosen columns

Download a file

  1. In the overview, click Download file (Datei herunterladen, cloud icon) next to the template.
  2. You get the file <template name>-<YYYY-MM-DD_HH-MM>.csv or .xlsx. The column last export (letzter Export) shows when it was downloaded last.

Duplicate (Duplizieren) creates a copy named " (copy)" and opens it. Delete (Löschen) asks for confirmation first.

Fields and options

Section / field Content
Master data: Item Number (SKU), Status, Owner (client), X-Sitter article ID Status as 1 (active) / 0 (inactive) – the import reads it the same way. Owner as the name of the client.
Texts & categories: Name, Brief description, Long Description Text of the article in this language
Category 1 … Category 6 Levels of the article's main category – exactly as the article import reads them. Name in this language, otherwise in the default language.
All categories (Alle Kategorien) All category paths of the article in one column, e.g. "Kitchen > Pots | Sale"
Product Family Name of the product family
Images: Main image (URL) (Hauptbild (URL)) Public address of the main image – in full size if it is stored in the S3 storage, otherwise the preview image
Stock & storage places: Total stock (Bestand gesamt), Stock · [warehouse] Stock in all warehouses or in one warehouse, blocked stock included
Storage places (Lagerplätze) Places with stock, separated by commas
Attributes · [group]: the label of the attribute Value of this attribute field

Good to know

  • The export runs immediately when you click the download – there is no waiting time and no background job. Even large catalogues with tens of thousands of articles are exported in a few seconds.
  • CSV: line breaks inside a value become spaces, so every article stays on one line. Excel: texts stay texts – item numbers with leading zeros (e.g. 099340) are kept –, stock values are numbers, and the heading row is bold and stays visible when you scroll.
  • Templates created before October 2026 keep working without changes. Their fields are mapped to today's fields when you open or download them; categories now come as Category 1–6 of the main category in one row (earlier, the export wrote one row per category). Save the template once to store it in the new format.
  • The client of a template is checked again with every download. If the client no longer belongs to your company, the template opens with a message and you can choose another client.
  • To read article data automatically from your own system, the API may suit you better than a file download.
Message Cause Solution
No fields have been defined yet! (Es wurden noch keine Felder definiert!) An older template without columns Choose columns and save the template
Please choose between one and 300 columns. (Bitte zwischen einer und 300 Spalten wählen.) No or too many columns Adjust the columns
The selected client does not belong to your company. (Der gewählte Mandant gehört nicht zu deiner Firma.) The client no longer belongs to your company Choose another client
No articles found for this selection. (Keine Artikel für diese Auswahl gefunden.) – in the preview The client has no articles, or only inactive ones with Export active articles only Check client and switch
No templates available yet (Noch keine Vorlagen vorhanden) You have no export template yet Click Create first template