Export Profiles

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.

Where to find the Export Profile options:

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.

New	Create a new Export Profile.
Launch Wizard...	Create a new Export Profile with the help of Export Profile Wizard.
Edit	Opens the selected Export Profile for editing.
Copy	Creates a copy of the selected Export Profile; including Fields and attached Extension's settings
Delete	Removes selected Export Profile(s).
Enable Wizard in Command Manager	Enables quick creation of new Export Profiles from the Export -flyout menu in the SOLIDWORKS Command Manager tab. This will only be available for users with Write permission to current CUSTOMTOOLS 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 Demo 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.

Export Profiles

Where to find the Export Profile options:

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