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Imports

Exporting your catalog (and importing it back)

Download every product as an XLSX in the shape the importer reads, edit it in Excel, and upload it again to update them all.

On My Products, click Export catalogue. You get an XLSX of every product in your workspace, in exactly the shape the importer reads, so the fastest way to change two hundred products is to export, edit in Excel, and upload the file back.

What's in the file

  • Products tab: one row per product, with the same column headings the importer recognizes, so every column matches automatically when you upload it again.
  • Blocks tab, the multi-row content from each product: ordering tables, comparison matrices, revision histories and the rest, each with its Block column already filled in. It only appears if you have some.
  • Data sheet URL and PDF URL, the last two columns of the Products tab: the share link for each product's document and for its PDF, when that document is published. They're blank for products whose document isn't published.

Editing and uploading it back

  1. Export the catalog and open it in Excel (or Sheets, Numbers, or anything that reads XLSX).
  2. Change what you need. Add rows for new products; leave the Key / ID blank on those.
  3. Upload the file on the import page. Every exported row matches the product it came from, so they update in place rather than creating duplicates.

The Data sheet URL and PDF URL columns are for reference only. When you upload the file back, the importer recognizes them and leaves them out, so they never turn into specifications and editing them changes nothing.

What the export doesn't include

The export carries a product's facts and its multi-row content, not a document's layout: fonts, colors, section order and one-off copy stay in the document. Re-importing updates the product; documents made from it are then offered an Update, and are never replaced. See Updating products by re-importing.

A few block types are left off the Blocks tab because a grid of cells can't honestly describe them: FMEA tables, performance charts, image galleries, before-and-after comparisons and illustrated steps. They're untouched by a re-import.

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