Export Templates

In Zoho Subscriptions, you can create Export Templates for different modules like Products, Customers, Invoices and Subscriptions. An export template is used when only a few specific fields need to be exported. An example would be creating an export template specifically for your accountant, who would only require specific fields like the total amount, tax percentage and total taxable amount.

Let us take the example of exporting customers using Export Templates.

Similarly, you can create multiple export templates for each module in Zoho Subscriptions and select the required template from the Fields in Export File drop down.

To edit an export template, click the Edit icon next to the created template. Also, you can delete a template by clicking Delete.


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