Export Profile Editor


The CUSTOMTOOLS Export Profile editor is located in the CUSTOMTOOLS Profile Options. Refer to the following steps to open the CUSTOMTOOLS Export Profile editor in SOLIDWORKS:

  1. Use one of the following methods to open the CUSTOMTOOLS Profile Options - Projects dialog box:
    A. Click Tools, CUSTOMTOOLS, Options.

    B. While you have any document open in SOLIDWORKS, click the Options button in the CUSTOMTOOLS command manager.

    C. In case you do not have any documents open in SOLIDWORKS, click the Options button in the CUSTOMTOOLS toolbar.
  2. Select the Export Profiles node.
  3. Click the New button associated to the Export profiles group. The Export Profile dialog box appear.

By default, the following type of handlers are supported by the CUSTOMTOOLS Export Profile editor.

Profile type Description Target system
<XSL / Script> Use the <XSL / Script> profile type to create a structure export profile to export SOLIDWORKS model structures into various types of information systems. The <XSL / Script> type of an export profile could be customized by the needs of the target system by the CUSTOMTOOLS Script add-ins. Various systems are supported
Cloud Connected Use the Cloud Connected profile type to export SOLIDWORKS model structures to the Roima's Product Information Cloud system. The Cloud Connected type of Export profile can be customized by the CUSTOMTOOLS Script add-ins. Roima Product Information Cloud
Excel Report Select the Excel Report profile type to create an Export Profile for exporting your SOLIDWORKS model structure into the Microsoft Excel workbook. The Excel Report type of an export profile could be customized by the needs of the target system by the CUSTOMTOOLS Script add-ins. Microsoft Excel®
Odoo ERP Integration Select the Odoo ERP Integration profile type to create Export Profile for exporting data from SOLIDWORKS to the Odoo ERP system. Odoo ERP
Dynamics NAV Integration Select the Dynamics NAV Integration profile type to create Export Profile for exporting data from SOLIDWORKS to the Microsoft Dynamics NAV system. Microsoft Dynamics NAV

Please make sure that you select a correct type for your Export Profile from the Profile type box. Selecting an incorrect type for the Export Profile may cause an XSLT Compile error message when you start the Export process.

NOTE: The Odoo ERP Integration is a separately licensed extension of CUSTOMTOOLS and therefore it appears in the Profile type box only for the users that have a valid license for the CUSTOMTOOLS Odoo ERP Integration product. To purchase a license for the Odoo ERP Integration, please contact your CUSTOMTOOLS reseller.



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Related Topics

Create a new export profile for the XSL or Script based structure exports
Create a new export profile for the Cloud Connected exports
Create a new export profile for the Excel Reporting
Create a new export profile for exporting data to the Odoo ERP system

Setup the additional options for your XSL/Script export profile

External: Visit the Odoo ERP's web site to learn more about it
External: Visit the Microsoft Dynamics NAV official web site to learn more about it