How to export data from Techpacker to excel

Lily
Lily
  • Updated

1. How to export techpack as a .csv file

Who can use this feature?
 PLM premium and PLM professional

You can directly download the data in a csv format from your techpacks on Techpacker so you can further edit it as required.

The downloaded csv file does not include images.

 

Step 1: Inside the techpack dashboard page, select the mceclip4.png techpack or techpacks that you want to download data from, and click mceclip5.png  option menu located on the top navigation bar. 

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Step 2: A window appears with a list of options. Select download as .csv from the options available. The data from the techpack will be downloaded to your system.

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All the cards and their information of the selected techpack/techpacks including the columns and the rows will be downloaded in the csv format. 

csv-file.jpeg

 

 


 

2. How to export the techpack as .xlsx file

Who can use this feature?
 PLM premium

 

Excel download is available only for professional users.

 

You can download a techpack in the .xlsx format from Techpacker in two ways:

 

2a. From the option icon

Step 1: Click on the Doc View on your techpack board

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Step 2: Click on the versions option right next to doc settings.

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Step 3: Select the version you would like to download in excel format. Learn how to create a version

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Step 4: Click on this  option icon mceclip4.png, followed by mceclip5.png Download as Excel option from the menu

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All the cards and their information on the techpack including the columns and the rows will be downloaded in the .xlsx format with images. 

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2b. From the  download-excel.png download excel icon.

Click on the download-excel.png download excel icon located under versions tab. You can directly download the excel format from here.

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