This is a step by step instruction on how to export templates from SOBI2 using CSVI SOBI.

Templates are pre-defined settings that CSVI SOBI uses to import or export data. This allows for consistency and not having to choose the settings every time an import or export is done.

The templates can be found by taking the following route: Components → CSVI SOBI → Templates

Templates contain the settings to be used during export and the fields to be exported.

To create a template follow this route: Components → CSVI SOBI → Templates. To create a new template to export field data take the following steps:

1. Click on New
2. Select Export
3. Click on Continue
4. Select type “Template export”
5. Select the export type (CSV or XML)
6. Check “Include column headers”
7. A filename can be specified here to always export to the same filename otherwise CSVI SOBI will create it's own filename on export.
8. Select Both to export published and unpublished fields
9. Click on Continue
10. Change any values here if there are problems with the export, otherwise leave as it is
11. Click Continue
12. Fill in a name for the template
13. Fill in delimiters to use for the CSV export
14. Click on Save

The very first row allows for adding new fields to the template.

This is the order in which the fields will be exported.

The name of the field to be exported

When the exported data is empty, the field field will be filled with the default value.

Now the template settings are done, CSVI SOBI needs to know what exact data needs to be exported. Adding fields to the template will accomplish that.

1. Select a template
2. Click on Fields
3. Fill in the field order
4. Select the field to export from the dropdown menu
5. Fill in a default value if required
6. Click on the green check mark
7. The field is now added to the template
8. Repeat this process until all fields wanted are added
9. When done click on Templates to go back to the template list

From the control panel click on Export to go to the export screen. To export data take the following steps:

1. Select the template to use for export
2. Click on Export

Extra settings can be made if preferred.

This concludes the tutorial on how to export fields.