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Exporting data to MS Excel
Exporting data to MS Excel

A guide on how to export Sniffie data to MS Excel

Niko Naakka avatar
Written by Niko Naakka
Updated over a week ago

Importing data from Sniffie into the latest version of Excel (part of Office 365) is easy! To begin, press the export button in your Sniffie app, and download the XLSX file. The downloaded XLSX file can then be opened directly from the browser.

Sniffie allows you to export data from Widgets, Price Matrix, and the Product Catalog. Please note that you need to have the necessary privileges to export data from Sniffie. Users that have only been granted viewer privileges cannot export anything.

Exporting data from the Product Catalog

To export data from the Product Catalog follow these steps:

  1. Login to Sniffie.

  2. Navigate to your product catalog.

  3. Filter down the products you want to export if you have specific ones in mind.

  4. Click on the Export data icon, located at the top right of the product catalog table (cloud with a downward arrow)

  5. Select your export format. You should select .xlsx if you use a relatively new version of Excel. If you use an old version or you use other software not compatible with .xslx files, you should select .csv

  6. The export will start. A download window will appear in your browser when the export is finished. You can navigate inside the app normally while the export is proceeding.

Note: If you want to export concurrent pricing data (including substitute pricing data), you should export that from the price matrix. Instructions are available in the next section. The product catalog does not return substitutes, and the data is not in a format that is easy to push to your pricing software or ERP.

The export button highlighted in the Product Catalog view mode.

Exporting data from the Price Matrix

  1. Login to Sniffie.

  2. Navigate to your Price Matrix.

  3. Filter down the products you want to export if you have specific ones in mind.

  4. Open the menu from the three-dot icon at the top right of the price matrix page table.

  5. A menu will open with an option to download the price matrix as a .XLSX or .csv file. You can download the price matrix as a list or a matrix. Once you have chosen your export format, click on the file type button in the menu. You should select .XLSX if you use a relatively new version of Excel. If you use an old version or you use other software that is not compatible with .XLSX files, then you should select .csv file format.

  6. The export will start. A download window will appear in your browser when the export is finished. Whilst exporting the price matrix, you need to remain on the price matrix page until the export is finished.

The Price matrix export menu with data type and file type selectors.

Exporting data from widgets

  1. Login to Sniffie.

  2. Navigate to your desired dashboard with the desired widgets.

  3. Open the widget menu from the three vertical dots at the top right of the widget card.

  4. A menu will open with an option to download the price matrix as a .XLSX or .csv file. You can download the price matrix as a list or a matrix. Once you have chosen your export format, click on the file type button in the menu. You should select .XLSX if you use a relatively new version of Excel. If you use an old version or you use other software that is not compatible with .XLSX files, then you should select .csv file format.

  5. The export will start. A download window will appear in your browser when the export is finished. You can navigate inside the app normally while the export is proceeding.

Three vertical dots on the top right of the widget card.

Widget menu options, including exporting options. Please note that some options may not be available for you if you are using a shared dashboard.

Possible problems with older versions of Excel when opening exported .csv files

If you download the .csv file (or have a default decimal separator as a comma), you may run into something that looks like this when you open the downloaded .csv file:

Step by step instructions on how to open the data in an older version of Excel (2013 in this case):

  1. Download the .csv file by clicking Export > Save as .csv

  2. Open Excel and select Data > From Text (or Text/CSV)

  3. Select the file you just downloaded (something similar to Sniffie-Price-Matrix in your Downloads folder)

  4. Set the data type as Delimited. If your data contains non-English characters, set the encoding to Unicode UTF-8.

  5. Click Next.

  6. Set the Delimiter selection to Comma.

  7. Click Next.

  8. Set the decimal separator to a dot by clicking on Advanced and selecting . from the dropdown menu.

  9. Click OK, Finish, OK.

Note: depending on your system, not all of the above steps may be necessary. Try skipping some of the selections to see if your system can detect them automatically.

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