Create an Excel export mapping
An Excel export mapping defines how your product data will be structured and formatted when exported to an Excel file. Once you create a mapping, you can reuse it for multiple publications to export different product data with the same layout.
Before you start
You'll need:
- An Excel template file (optional, but recommended)
- Knowledge of which data fields you want to export
- Understanding of your target Excel layout
Create a new Excel export mapping
Select Search (Alt+Q), enter Export Mapping, and choose the related link.
Select New to create a mapping.
Enter a Description for your mapping (for example, Price List Template).
Set Type to Excel.
- Additional fields become available under Excel - Details.
(Optional) In Template File, select an existing Excel file to use as a template.
- If no template is selected, data exports to an empty worksheet.
Configure the Excel worksheet details
In Excel - Details, select New to create a worksheet row.
Enter Target List Name (the name of the worksheet in the exported file).
Enter First Data Line (the Excel row number where data should start; typically 2 to leave room for headers).
(Optional) Set Filter to limit which data is included in this worksheet.
Select Line Mode to control how items are exported:
- Per Item — one row per item
- Per Catalog Item — one row per catalog item (non-stock items)
- Per Item Variant — one row per variant
- Per Item Feature — one row per feature
Define column mappings
From the Excel - Details row, select List Settings.
- The Excel Export Mapping Line page opens.
Select New to create a mapping line (one line per column).
Configure the source:
- Source Type — the data type to export (for example, Item, Feature, Price, Description, Document)
- Source Record Type — how to select the source:
- Master — data from the master record (default)
- Publication Line — data from the publication line
- Translation — multilingual translations
- Source Field No. — the field number from the source (use Lookup to find it)
Configure the destination:
- Destination Type — where to place the data:
- Column — a specific column (for example, A, B, or 1, 2)
- Next Column — the next available column
- Append to last Column — merge with the previous column's data
- Destination Value — if Destination Type is Column, enter the column letter or number
- Destination Type — where to place the data:
Repeat steps 2–4 for each column you want to export.
Use an Excel template with automatic mapping
If you have an existing Excel template with column headers, you can generate mappings automatically:
Upload your template in Template File.
Select Sheets from Template.
- A row is created in Excel - Details for each worksheet in your template.
Select Mapping from Template.
- The system analyzes column headers and automatically creates mapping lines.
- Field matching uses intelligent recognition based on column names.
Review the generated mappings and adjust as needed.
Add filters to your mapping
To limit which data exports:
From the Excel - Details row, set Filter to restrict which source records are included.
Alternatively, in Excel Export Mapping Line, select Source Filter to define field-level conditions.
Use the mapping in a publication
Once your mapping is saved:
Create a new publication.
Set Export Channel to a channel that uses your mapping.
When you publish, the data exports with your custom layout.
Tips for creating mappings
- Reuse mappings — create one mapping for each export format and use it with multiple publications
- Use templates — save time by starting with an Excel template and using automatic mapping generation
- Test small — export a few items first to verify the layout before exporting large datasets
- Source Record Types — use Publication to include publication-specific data, or Translation for multilingual exports