How to Export Items for a Client to an XLSX File [Step-by-Step Guide]

You can export the items table for a specific client to a Microsoft Excel Spreadsheet (XLSX) file. This process is useful for several reasons:

• Backup your items table.
• Keep it for your records.
• Use it as a template to set up items on an import operation.
• Bulk-add or update CUSMA Certificates of Origin for your items.
   

  WARNING: The exported file includes a CUSMA Certificate column containing the PDF file encoded in base64.
  
  Be aware that Microsoft Excel cannot handle cell content longer than 32,767 characters. If you open a file where an item's certificate exceeds this limit, Excel will prompt you to "repair" the file, which will corrupt the certificate data.
  
  A file corrupted in this way cannot be successfully re-imported into techSHIP. If you need to review items with large certificates, consider doing so via the techSHIP user interface, as detailed in How to Attach and Manage a CUSMA Certificate of Origin to an Item [Step-by-Step Guide].

   

To export the items table for a client to an XLSX file:

1. Find the desired client by clicking on Clients from the left menu under the Clients section. 

2. Edit the desired client by clicking the Settings button.

3. Click Items tab.

4. Press Export.

techSHIP will download an XLSX file containing the items table.

To learn more about what you can do next, refer to the Items folder in our knowledge base.