RO CSVI

PhocaCart Customer export

This tutorial explains how to create a PhocaCart Customer export template, add the fields and how to run the export. Step by step we show you how to perform each task. A video will show you the steps in action so you can follow that as well.

Create export template

A template can be created by following these steps:

  1. Go to Components -> RO CSVI -> Templates
  2. Click New
  3. Give the template a name
  4. Set Action to Export
  5. Set Component to Phocacart
  6. Set Operation to Customer
  7. Click Next: Select Source
  8. Destination is set default to Download. No need for change.
  9. Click Next: Select options
  10. The default values are OK, change if needed.
  11. Click Next: Select fields
  12. Fields must be added otherwise there is nothing for CSVI to export. Click Edit template fields.
  13. A new window opens with the Template fields page. You can add new fields by clicking New or Quick Add.
  14. When all fields are added you can close the window
  15. Click Next: Finalize
  16. All done here
  17. Click Close to return to the list of templates or Edit if you want to fine-tune the template further.

Adding template fields

  • Go to Components -> RO CSVI ->Template fields
  • In the Search Tools select your template
  • Click on New to add a single field or click on Quick Add to add multiple fields.

Quick Add

The Quick Add Option allows you to quickly add multiple fields to a template. It is not possible to set any settings per field here but that can be done after the fields have been added to the template.

Run the export

  • Go to Components -> RO CSVI -> Export
  • Select the template created earlier
  • Click Export
  • The export is run
  • The Log details page will be shown with information regarding the export if the Enable logging is enabled in the template

Video showing the process

 

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