Getting out data out of Sniffie and into Excel is easy! With the latest version of Excel (part of Office 365) importing data is as simple as pressing the export button, downloading the XLSX file and opening it directly from the browser.

Sniffie allows you to export data from widgets, price matrix and product catalog. Please note that you need to have necessary privileges to export. Users with viewer privileges cannot export anything.

Exporting data from product catalog

  1. If you want to export concurrent pricing data (including substitute pricing data), you should export that from price matrix. Instructions are available in the next section. 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.
  2. Login to Sniffie.
  3. Navigate to your product catalog.
  4. Filter down the products you want to export, if you have specific ones in mind.
  5. Open the export menu at the top right of the product catalog table (image shown below)
  6. 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
  7. 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.

Export button highlighted at the product catalog view mode.

Exporting data from 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 in xlsx and csv. You can download price matrix as a list or a matrix. Once you have chosen your export format, click on the file type button at 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 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. Whilst exporting price matrix, you need to remain at the price matrix page until the export is finished.

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 appear. You can choose to download the data in the product catalog using to build the widget or you can download the data from the widget (available in certain widgets). Once you have chosen your export format, click on the file type button at 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 not compatible with .xslx files, you should select .csv
  5. The export will start. A download window will appear in your browser when the export is finished. You can navigate in the app normally whist the widget is exporting.

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:

Don’t worry. Here are the steps and a video showing 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 steps may be necessary. Try skipping some of the selections to see if your system can detect them automatically.

 

                  

                        

          

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