How to Create/Edit Load File Templates

Load file templates define the metadata used in exports, including which information is displayed and how columns are arranged. Using templates ensures consistency across multiple exports and saves time when generating load files for productions or data exchanges.

Load file templates are created as part of the export template process and can be reused across multiple export templates.

Creating a New Load File Template

To create a new load file template from the Export Template settings screen, go to Step 4 and click Create New:

This will open the Create Load File Template settings page. Here, you can:

• Name your load file template
• Select the fields you want included in the export
• Drag and drop selected fields to set the order in which they appear

Including Fields

Use the checkboxes next to field names to include or exclude fields in your export load files. Additionally, you can:

• Rename any field to match your desired output
• Apply formatting to date fields as needed (e.g., MM/DD/YYYY)

Making Changes

Any changes to a load file template will affect all export templates that use it. Exports generated before these changes must be re-exported to reflect updates. Important: Always re-export existing data after modifying a template.

To edit an existing load file template, navigate to: SETTINGS → Export/Exchange → Load File Templates → Edit

Deleting a Template

A load file template can only be deleted if no export templates currently reference it. This helps prevent breaking any exports that rely on the template.

To delete an unassigned load file template, select Delete next to the name