How to create and use Export Templates in the Sheet View
Exporting data from the Sheet View and adapting it to a third-party platform is streamlined with export templates. Templates let you control which data is included, how it’s structured, and who can use it.
⚠️ Only Admins have editing rights for a public template.
How to create an export template
To create a new export template, follow these steps:
Open the export template guide
Go to the Sheet View, either inside a plan or in the Media Overview.
Click the Export data icon (
) above the Sheet View, on the right-hand side.Select “Create new template”. This opens a guided popup that walks you through creating an export template step by step. Each template shows who created it and when it was last updated.
Step 1: Configure general settings
Enter a clear and descriptive name in the “Template name” field.
Set permissions by choosing one of the following options:
Public: Available to all users in the organisation where the template is shared.
Private: Available only to you as the creator.
Choose whether to enable “Export to one sheet”. When enabled, all selected media types are exported into a single sheet, even if they normally appear as separate tabs.
Decide whether to enable “Share with all organisations connected to the parent account”. When enabled, the template becomes available across all connected organisations. When disabled, it stays within the organisation where it was created.
Public templates always stay within the organisation unless global sharing is explicitly enabled.
Step 2: Define template fields
After completing general settings, click “Next” to move to Step 2, Template fields.
Select one or more media types to include in the export. Note: If you include more than one media type, you need to click each media type to configure its fields individually.
Choose which fields to include for each media type.
You can use “Select all” to quickly include all available fields.
Rearrange fields by clicking and dragging the dotted square icon to the left of each field.
Rename a field by clicking directly on the field heading and entering a new name.
Adjust date settings to control the date format used in the export.
Save template
You must click “Create template and export” to save the template.
💡 Saving your template
Changes are not saved automatically. If you try to close the guide before creating the template, you’ll see a warning message stating that your changes have not been saved. You can then choose to discard your changes or keep editing.
Your template is saved when you click “Create template and export”.
Use an existing export template
To export data using an existing template, follow these steps:
Open export options
In the Sheet View, click the downward arrow icon above the Sheet View, on the right-hand side.
Select a template
Choose the export template you want to use from the list.
Export the data
Complete the export. The data is exported as an Excel file based on the selected template configuration.
Edit or delete an export template
To edit or remove an existing export template, follow these steps:
Open export options
In the Sheet View, click the Export data icon above the Sheet View, on the right-hand side.
Select a template
Locate the template you want to modify.
Edit the template
Click the edit icon next to the template. From here, you can update the template name, adjust fields and formatting, change visibility and sharing settings, toggle export to one sheet, view created by and last updated information, or delete the template if it is no longer needed.
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