| New | Create a new Export Profile. |
| Edit | Opens the selected Export Profile for editing. |
| Delete | Removes the selected Export Profile. |
Export profiles are used to specify instructions for exporting the document structures into external information systems like ERPs. CUSTOMTOOLS provides the Export command for exporting your SOLIDWORKS document structures.
The Export Profile options are located in the CUSTOMTOOLS Profile Options.
Select the desired CUSTOMTOOLS product from the CUSTOMTOOLS Products box to display the further and the product specific instructions to find the Export Profile options.
| CUSTOMTOOLS Products: |
| New | Create a new Export Profile. |
| Edit | Opens the selected Export Profile for editing. |
| Delete | Removes the selected Export Profile. |
The profile fields determines the values that are retrieved from the SOLIDWORKS documents on the CUSTOMTOOLS Export operation. You can retrieve the values from the SOLIDWORKS document properties, CUSTOMTOOLS Properties or, the custom Value. The custom value is same on all document rows in the structure.
| New | Creates a new export profile field. |
| Edit | Edit selected field. |
| Delete | Removes the selected field. |
CUSTOMTOOLS profiles created by the Machinery design profile template, contains the following Export Profiles. You may use these Export Profiles with the CUSTOMTOOLS Export feature like they are or, if you want you may edit them as you like.
| Profile name | Profile type | Description | Output path and filename |
|---|---|---|---|
| CUSTOMTOOLS Raw structure | <General> | Export profile to create an XML file from the structure of the selected SOLIDWORKS model. | <Source Document Path>\<Source Document Filename>_<Current Date>.xml |
| Excel report | Excel Report | Export profile to create Excel table from the SOLIDWORKS model structure. | <Source Document Path>\<Source Document Filename>.xlsx |
The following property fields are included in the CUSTOMTOOLS default Export Profiles:
CUSTOMTOOLS Raw structure
| Label | Field Type | Field Data |
|---|---|---|
| SW Item Number | SOLIDWORKS property | Item Number |
| SW Part Number | SOLIDWORKS property | Part Number |
| SW Configuration | SOLIDWORKS property | Configuration |
| Revision | CUSTOMTOOLS attribute | revision |
| Description 1 | CUSTOMTOOLS attribute | Description1 |
| Approved date | CUSTOMTOOLS attribute | ApprovedDate |
| Approved by | CUSTOMTOOLS attribute | ApprovedBy |
| Company | Value | |
| Quantity | SOLIDWORKS property | Quantity |
Excel report
| Label | Field Type | Field Data |
|---|---|---|
| Drawing No | CUSTOMTOOLS attribute | drw_no |
| Item No | SOLIDWORKS property | Item Number |
| Qty | SOLIDWORKS property | Quantity |
| Description | CUSTOMTOOLS attribute | description |
| Material | CUSTOMTOOLS attribute | material |
| Designer | CUSTOMTOOLS attribute | DrawnBy |
| Design Date | CUSTOMTOOLS attribute | DrawnDate |
| Finish | CUSTOMTOOLS attribute | Finish |
| Preview | Value |
The Preview field in the CUSTOMTOOLS default Excel report export profile is used for a preview image of the component associated. Do not change the pre-defined value in the Preview field.