Exporting Metadata

You can export metadata to a flat file in a .csv (comma-delimited) or .txt (tab-delimited or other delimiter character) format.

These artifacts are supported in the exports:

  • Dimensions

  • Smart Lists

  • Exchange rates

The application creates an export file for each artifact (.txt or .csv, depending on the file type), and all export files are consolidated into one zip file. You must extract the .csv or .txt files from the zip file if you want to use the files as import files (for example, when importing into another application).

Watch this tutorial video to learn how to export metadata.

video iconTutorial Video

To export metadata to a flat file:

  1. Click Application, and then click Overview.
  2. Click Dimensions, and then click Export.
  3. On the Export Metadata page, click Create.
  4. Select the target environment of the export file:
  5. Select the artifact or artifacts to export.
  6. Select an option:
    • Comma delimited—Creates a comma-delimited .csv file for each artifact.

    • Tab delimited—Creates a tab-delimited .txt file for each artifact.

    • Other—Creates a .txt file for each artifact. Enter the delimiter character that you want to use in the export file. For a list of supported delimiter characters and exceptions, see Other Supported Delimiter Characters.

  7. Click Export, and then specify where to save the export file.