Export Template
In Traffio, an export template allows you to customise the data you export from the system. With an export template, you can select which data fields to include in your CSV (Comma Separated Value) export file. Additionally, you can reorder and rename these fields as needed. You can save multiple export templates, enabling quick and consistent data exports. Furthermore, you can share your export templates with other users in your organisation to ensure that data is exported in a standardised format.
Exporting Data
Below are different examples of ways to export client data from Traffio; however, the same principles apply when exporting other types of data. You can export the data you're viewing in the user interface by simply clicking the 'Export' button located in the top-right corner of the screen.
E.g. Exporting Clients - Full Export
Navigate to Clients on the sidebar
Filter as desired
Click Export
Click Full Export (this will generate an export file that contains all available data fields, arranged with predefined names and order)
Note: Only the values set in the filter bar determine which clients are exported. Any text entered into the 'Search clients' field will be ignored.
E.g. Exporting Clients - Custom Export
This example demonstrates how to customise the data you export.
Navigate to Clients on the sidebar
Filter as desired
Click Export
Click +New (this will create a new export template)
Enter Export Name
Drag desired fields from Available Fields to Export Fields
Reorder fields as desired in Export Fields
Rename fields as desired
Click Create
Click Green Export (this will generate an export file that contains all available data fields, arranged with names and order you have set)
