This article walks you through setting up a data export template in Admin View under Company Settings › Data Exports.
You’ll learn how to name your template, choose when workers are added, set a schedule (daily or weekly), define file naming conventions, and configure export fields including standard, custom, and predefined options.
It also covers editing field names, mapping values, setting date formats, and downloading a test file before saving or publishing the template.
Create an export template
In Admin View, go to Company Settings › Data Exports and select Create export template.
📌 If no templates exist, go to the Export templates tab and select Create an export template link.
On the Create export template panel:
Export template details
(Required) Name the template and optionally add a description
Note: Export file name is not the export template name.
Under "When should workers be added to this template?", choose when workers are added:
When onboarding is marked as completed: Adds employee data upon onboarding completion.
Note: You'll only see this option if your account uses onboarding.
When applicant is marked as hired: Adds employee data once marked hired.
Schedule section
(Required) Under Repeats, choose the schedule frequency. Options:
Every day: Select one or more times.
Every week: Choose the days of the week and one time.
Choose a time zone: EST, CST, MST, or PST.
Export file details
(Required) Set a naming convention. File names must start with a letter and can only contain letters, numbers, underscores, or dashes.
Select Include date and time in the export file name to add a timestamp, then choose its format.
Note: Check format compatibility with your downstream system.
Click Next to move on to configuring the Export template fields
Configure the export template fields
On the final part of the Create export template panel, the left-hand cards are Add fields to export template (standard fields), Add custom fields, and Predefined fields:
Add fields to export template
Use the search bar or expand categories to add a field.
Selected fields appear in the main table section.
Add custom fields
Add Custom fields for non-standard data.
Note: To edit, go to Company Settings › Custom Fields.
Predefined fields
Use for columns needing fixed or empty values.
Add Predefined fields as static column headers.
Main table section allows you to configure export file content:
Rearrange fields by dragging to your preferred order.
Rename fields as needed for your system.
If a field has dropdown values, select Mapping on its row to adjust them.
For date fields, use the Format dropdown to choose between YYYY-MM-DD, MM/DD/YYYY, or YYYYMMDD.
To remove a field, click the three-dot menu (•••) and select Delete (you can re-add it later).
Preview your export file
Select Download to generate a sample CSV file using actual data.
Save your export template
Select Save, then choose Save as draft to keep working on it later, or Save and schedule to activate it based on your chosen schedule.
Edit or delete an export template
📌 Deleting templates will stop any upcoming exports using that particular template however, any past export files will remain available.
To edit a template,
Go to Company Settings › Data Exports.
In the Export templates tab, click on the three-dot menu (•••) then choose Edit template.
Feel free to perform the edits you wish to make in the template.
To delete a template,
Click on the three-dot menu (•••) then choose Delete. The Delete export template window appears: "By deleting this template, the upcoming export will be stopped. The existing reports will remain."
Click Delete if the decision is final.