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  • Once you have all of the columns selected and ordered, click Save As to save the template.

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Edit an existing template

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  • Add, delete, and move columns in the same way as when you created the template.

  • Click Save to update the existing template with the same name, or click Save As to create a new template with a different name.

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Delete a template

  • Select a template and click the (-) button to delete the template.

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  • Click Yes to confirm that you want to delete the template.

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Export custom templates

  • Choose which templates to download and click Download.

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  • Click the Plan drop-down list to select a plan to apply to the data in the selected templates.

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  • Choose which templates to download and click on Start Download . If downloading multiple templates, these will appear as separate sheets within a single spreadsheet.

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  • to being the download of the CSV file.

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 Please contact Cloudamize Help Desk at helpdesk@cloudamize.com if you have any questions about using the CSV Builder.

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