Custom templates are available for you to create reports with the fields you need to edit or export from Zentail.

Creating a Custom Report Template

  1. Go to the Import Data page, select the CREATE NEW TEMPLATE tab.
  2. Select the Report Type
    - Product: used to manage all product, inventory, and pricing data of your SKUs.
    - Sales Order: used to export cumulative order data.
    - Sales Order Line Item: export granular order data from Zentail, like the SKUs and item details within each order.
  3. Label your Template
  4. If your data has a header row, or you want to view the headers in an export, be sure to keep First row is a header row checked.
  5. Your Field Delimiter value should likely always be set to Comma.
  6. Scroll down to the Columns section. This is how you add attributes to your template!
    - Click the + ADD COLUMN button to add a column to your template. -- standard convention is to always keep "SKU" as column A.
  7. Search for the attribute and click it to add it as a new column, repeat for all desired attributes.
    - You can add, delete, and move around headers as you add them.
  8. When done, select CREATE TEMPLATE

Different Types of Attributes

There are different types of attributes on Zentail.  For the most part you will see attributes that are:

  • Text: This accepts any and all values. Most attributes are categorized as a 'text' attribute.
  • Numeric: Only accepts number values. Commonly used for quantity attributes.
  • Boolean: This a true/false, yes/no field. Common attributes are 'listed' attributes (setting SKUs to list / don't list).
  • Select: These are attributes that only accept a select set of values. There is a list of accepted values listed as you add the attribute to your template.

NOTE: You can also set these reports to run and be emailed to you automatically on a set schedule. See this Article for more details.

Related Reading

How to Edit, Copy, or Delete Existing Custom Templates
How to Write a Filter Formula for Import and Exports
Custom Sales Order Reports

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