Export product data (censhare Client)

Export product data of products and their product items to a Microsoft Excel file. The export uses a preconfigured export schema. Select between different export options.

Prerequisites

You should be familiar with the product data structure of your censhare PIM.

Introduction

To exchange product data between censhare PIM and third-party systems or customers, you can export the data. Microsoft Excel is a widely used, human-readable and machine-readable format. For example, if technical specifications or prices of your products change, you can export the data to a file and send it to your customers, retailers or partners.

The product data export from censhare PIM uses Pentaho PDI, an ETL (Extract, Transform, Load) processor from Hitachi Vantara. It transforms and outputs the data into a predefined schema (for example products and product items) and file format (for example Microsoft Excel). Users can execute the export manually from the Server actions menu in the censhare Client.

The exported features and data are defined in schemas. Multiple export schemas can be used with one configuration. Users can select the desired schema in the export dialog.

The censhare standard configuration comes with three predefined Excel export schemas (Excel on one sheet/Excel on separate sheets/Format 1 Excel document). Depending on the configuration of your system, other schemas and output formats - for example, CSV or XML - are available.

Starting an export first collects the data from the selected products and related product items. The second step passes them to the Pentaho Server. The Pentaho server transforms and writes the data into the selected file format. The created output file (.xlsx) is stored in the Downloads folder of your computer.

Export product data (censhare Client)

1. Open a new Asset query tab, and search and select the Product assets from which you want to export the data.

2. In the Server actions menu, select Schema based export. This is the default name of the action. It can be different in your censhare system:

   Icon	Description
   	Open the server actions menu

3. In the dialog, select an export format. The following export options are available in the censhare standard configuration:

   • Pentaho export products and product items on one Excel sheet

   • Pentaho export products and product items on separate Excel sheets

4. To start the export, click OK.

5. In the download dialog, you can edit the file name and select a download folder.

   Click Save to store the file in the selected folder on your computer.

Result

The selected product data are exported into an Excel file.