Export

Export is a feature used to export the SOLIDWORKS document structure including the user specified data such as quantity, BOM number into an external data source. Create your own export profiles to export the desired data.

If the active document is changed when performing the Export command, the user is prompted to save the changes before the structure export. However, the Export feature does not check if some other open documents are changed and they are related to the same structure.


Export profile Determines the export profile to be used for exporting the selected model structure.

The export profile determines the output data structure and output data type for the Export operation.

TIP: To be sure that the data export works properly, please ensure that the selected Export Profile have the correct Profile type selected in its' options. Options of the Export Profiles are set up using the CUSTOMTOOLS Export Profile Editor.
Selection A preview image of a component selected from the Structure view list. A preview image shown in the Selection box is specific to a configuration of a component selected from the Structure view list.
Filename Displays the location and filename of the selected document.
Export Exports the structure data into the external system using the export settings defined in the selected export profile.
Close Closes the Export dialog box.
The Export button is disabled if any errors has been detected in the structure or if the export settings are not setup properly.
Exclude Invalid Rows Excludes the rows having errors from the structure export.

To undo this, you have two ways:
- Reselect the export profile
- Select the desired row in the Structure view, clear the Exclude from BOM option and then click Apply to Files.
Excluded from BOM The selected row is excluded from the BOM and it is also excluded from the output file of the structure export.
Apply to Files Applies excluding from the BOM for the selected files.

You can exclude multiple files from the BOM at once. Multiple files have to be excluded by selecting each file separately from the Structure view and select the Excluded from BOM option. After you have set all the desired files to be excluded from the BOM, click Apply to Files to apply the excluding for the selected files.

The text color on the rows which are excluded from the BOM changes to light gray after you have applied the changes by clicking the Apply changes button.

NOTE: The most top level assembly cannot be excluded from the BOM.

Any parts cannot be excluded from the BOM either, if the main assembly is not open in SOLIDWORKS.

The document structure view shows the structure of the currently selected document. In this case, the selected document means the document that was selected when you clicked the Export command.

The structure shown in the structure view represents the data that is exported with the profile selected in the Export profile box. All the fields defined in the export profiles are shown here by default but the user can affect to the shown columns by right-clicking the table's header row and then selecting or clearing the desired columns.

You can re-arrange the columns shown in the Structure view. Drag the desired column to move it to another place in the view. Re-arranging columns in the Structure view does not affect to the output of the structure export.

Export fields having an invalid value are highlighted in the Structure view with the red background color. Right-click the highlighted row and select What's Wrong to see the further description about the error occurred.

The Always show components of subassemblies ignoring the “Child component display when used as a subassembly” setting option in the CUSTOMTOOLS Export Profile make the Export feature to ignore the Child component display when used as a subassembly option selected in the SOLIDWORKS assembly configurations. In that case, all components in subassemblies that are supported in the Export feature, are shown in the list and they are also included in the export process itself.

NOTE: The Always show components of subassemblies ignoring the “Child component display when used as a subassembly” setting option is not available for the Cloud Connected type of export profiles. For that reason, in case of the Cloud Connected export, the supported components in the subassemblies are shown in the list and exported by respecting the Child component display when used as a subassembly option selected in the SOLIDWORKS assembly configurations.

SOLIDWORKS Bill of Material Options of the Assembly Configuration:

SOLIDWORKS Assembly configurations have the Bill of Materials Options. The Bill of Materials Options of the SOLIDWORKS assembly configurations determine whether or not the child components of an assembly are shown in the BOM while the selected assembly is being used as a sub-assembly.

The CUSTOMTOOLS Export feature also consider the child components' visibility option selected for the assembly configuration referenced in the model structure so the sub-assemblies' child components visibility in the Structure view is determined by the SOLIDWORKS assembly configuration's Bill of Materials Options.

The CUSTOMTOOLS Export feature supports all three (Show, Hide and Promote) options of the SOLIDWORKS assembly configurations. The non-open documents and the lightweight components are also handled.

Search string Determines the string to be looked for from the structure shown in the Structure view.
Search Executes the search by searching the string defined in the Search string box from the document structure.

The cells in the Structure view where the search string has been found from on search are highlighted to be easier to locate the matching rows.

Next Locates and highlights the next matching row in the structure shown in the Structure view.
Previous Locates and highlights the previous matching row in the structure shown in the Structure view.

While you have the SOLIDWORKS PDM in use and the files to Export are located in your SOLIDWORKS PDM Vault, the file versions are being checked. In case there are any differences on the file version of any file to be exported, you get prompted to choose what version of the files to export.

Do this for all Select the Do this for all option to apply the same handling method to all files that are not the latest version.
Get Latest Gets the latest version of the file from the PDM system.
Get As-Built Take the version of the file as it was when its' referenced assembly was last time checked in to the PDM Vault.
Use Local The local version of the file is being exported.
Print/Convert Printing options for the selected document.
Selected files Opens the selected files in Print/Convert feature for the batch operation.
BOM of selected file(s) Opens the BOM structure of the selected document in Print/Convert feature for the batch operation.

Where Used Shows where the selected document is used.
File Operations Commands to perform different actions for the files. Available file operation commands:

Delete File Removes the selected documents.
Since the user needs to have a permission to manage the database in order to delete reference data from the CUSTOMTOOLS database, the Delete command becomes enabled only when the user has the necessary database level user rights.

The data is deleted only from the database by default, but the user is able to delete the file completely also from the hard disk by selecting the Delete associated files from hard drive as well option in the Delete Files dialog box, that appears when Delete has been clicked.

Open File in SW Opens the selected document with SOLIDWORKS.
Open Drawings Open the desired drawings related to the selected part or assembly.
Open in Explorer Opens the location of the selected document in the Windows Explorer window.
List Commands to export and open the document list:
Export Export the document list into an external file for the later use. The following file types are supported to export the list to:

CSV files (*.csv). The exported values in the CSV files are separated by the Tabs in the output file.
Text files (*.txt). The exported values in the Text files are separated by the commas (,) in the output file.
Open as CSV Open the document list in default application assigned for the CSV files in your workstation.



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Related Topics

Manage your CUSTOMTOOLS Export profiles using the Export Profiles options

Use commands in the List menu to show or export the file listing in the CSV format
See the document references with help of the Where Used feature
Open the drawings referencing to the selected document with help of the CUSTOMTOOLS Open Drawing feature
Perform a batch operation with help of the Print/Convert feature

YouTube: Generate Excel reports using the Export feature