Saving and Using Templates During Data Export

Last modified: October 18, 2023

Template is a set of export settings stored in a file.

It’s no use wasting your time on selecting the same settings each time you export data. Select once, save multiple settings to a file, and use it to have customized export without efforts.

For example, you need to export data from an existing table to text format once a day. You can set up the export options once, and next time all you need to do is to select the Text export format and a location of the data source and click Export. To illustrate the case, let’s export data from the sales database to the sales_export.txt file, create a template, and then use it.

To create a template:

1. Click Export Data on the Database menu.
2. On the Export Format page, select Text.
3. On the Source page, select a required connection and a database if needed.
4. Specify a path and a name of a destination file (the one where the exported data will be saved.) Click Next.
5. On the Options page, set text alignment to Left and also set the column length to 60. Click Next.
6. Click Export to start exporting the data.
7. To save all settings, click the Save Template button at the bottom and specify a name and a location of a template file in the Save As dialog box. This template will appear in the User templates area of the Template section.

To load a template:

1. Click Export Data on the Database menu.
2. In the Templates section, select a previously saved user template.
3. Specify a path and a name of the destination file to save the exported data.
4. On the Source tab, select the Source connection, database, and table.
5. Other user’s settings are loaded automatically.