After you've perfected your plans in Toolio, it's time to export your work.

This article will guide you through the Settings > Exporter menu, which can be used to configure exports to integrations such as NetSuite to generate Inventory Items, Purchase Orders, and Transfer Orders. The same configuration process can also be used to automate delivery of your plans to S3 or to enable manual exports of POs and TOs from Item Plan or Allocations.

Exporter Overview

Toolio currently supports 3 paths of exporting. The configuration process varies slightly depending on the integration type and the intended workflow. Please find a quick summary below for choosing the export path for your needs:

Export Path	Enabled Workflows	Supported Modules
AWS S3	Scheduled plan exports from Merchandise Plan and Item Plan	Merchandise Plan Item Plan
Google Cloud Storage	Scheduled plan exports from Merchandise Plan and Item Plan	Merchandise Plan Item Plan
Microsoft Azure	Scheduled plan exports from Merchandise Plan and Item Plan	Merchandise Plan Item Plan
NetSuite	Create Inventory Items, Purchase Orders, and Transfer Orders in Toolio which are pushed directly to NetSuite	Assortment Plan (New Item Creation) Item Plan Purchase Orders Transfer Orders
Manual (CSV)	Manual exports of Assortment Plan, Item Plan, Purchase Orders, and Transfer Orders	Assortment Plan Item Plan Purchase Orders Transfer Orders
SFTP	Scheduled plan exports from Merchandise Plan and Item Plan User execution of Purchase Order and Transfer Order exports	Merchandise Plan Item Plan Purchase Orders Transfer Orders

Creating a new Exporter or Editing an existing Exporter

To create a new exporter, simply navigate to your Settings menu in Toolio. Under the Exports section, select Exporters and then click 'Add' on the top right. You will then be prompted to select an Export Path before continuing:

To manage an existing exporter, you can just double click on the exporter. You can also right click and select 'Edit':

From here, please find specifics around configuring each type of exporter detailed below:

AWS S3, Google Cloud Storage, Microsoft Azure

Toolio supports scheduled delivery of Merchandise Plan and Item Plan data to AWS S3, Google Cloud Storage, and Microsoft Azure Blob Storage. Please find below the parameters required for configuration:

Parameter	Details	Example
Export Job Name	A unique name for the exporter	MP to S3 Exporter
Destination Settings	Select an integration to receive the data Toolio will send. You can choose from an existing S3 integration, or create a new one.	(S3 Bucket Name)
Source Settings	Define the plan data Toolio should send by specifying: Module (MP, IP) Scenario Start Year End Year	Export 2022 Master Scenario Plans from MP: Module: Merchandise Plan Scenario: Plan Start Year: 2022 End Year: 2022
Schedule	Specify the frequency and time of data delivery Recurrence (Monthly, Weekly, Daily, Specific Months). Time (Organization local time)	Deliver data daily at 3 AM: Recurrence: Daily Time: 3AM

NetSuite

Toolio supports seamless creation of Inventory Items, Purchase Orders, and Transfer Orders in NetSuite, which are sourced from Assortment Plan, Item Plan, and Allocation modules. Please find below the parameters required for configuration:

Parameter	Details	Example
Export Job Name	A unique name for the exporter	NetSuite IP PO Generation
Destination Settings	Select an integration to receive the data Toolio will send. You can choose from an existing NetSuite integration, or create a new one. You'll also need to specify the resource you want to send: Inventory Item, PO, or TO.	(NetSuite Account ID) Purchase Order
Source Settings	Define the source module from Toolio: Choose Assortment Plan if you are sending Inventory Items Choose either Assortment Plan or Item Plan if you are sending Purchase Orders Choose Recommended Transfer Order if you are sending Transfer Orders	Generate Purchase Orders from Toolio IP: Item Plan

Output Settings

Here, you can see a sample of the module data, configure Mappings for your exporter, and preview the outputs before finalizing your exporter configuration.

Sample Data - This is a preview of the data sourced from the module you selected (Assortment Plan, Item Plan, or Recommended Transfer Order/Allocation). This section also shows you all of the possible fields which can be referenced when configuring your mappings.
Mappings - This section allows you to customize which fields are exported and specify how they are exported. You can add new fields or delete existing ones as well.
- Field Name - The name of the field when exported. i.e. itemNameNumber
- Formula - You can use the formula to map Toolio fields to your export fields. i.e. itemNameNumber is mapped to Toolio's '{variant__variant_id}'. To reference a Toolio field, you can copy the slug (header) from the Sample Data section and add it to your formula with '{}' around the slug.
  
  Additionally, you are able to hardcode values in your export:
  - “{}” is the format for Strings
  - {} is the format for Integers
  This section also supports adding transformations to your exports by using simple Javascript logic. Please consult with your Toolio Implementation team if you have a specific use case in mind.
- Export Field Name - Please leave this field empty unless otherwise instructed by your Toolio implementation team. This parameter is used to defined specific NetSuite custom field names.
- Comments - Please use this column for any helpful notes around the formula such as when it was last edited or changed, or a quick description for any customized mappings.
Output Preview - Once you've completed your mappings, you can hit the 'Preview' button in the Output Preview section to generate a sample of what your exported data will look like. This sample will be generated according to the formulas you just configured in the above step.

Manual Exports (CSV)

You can use manual exports for exporting just about anything out of Toolio's Assortment Plan, Item Plan, and Recommended Transfer Orders/Allocation modules. You can customize the exporter to fit your specific workflow by utilizing the export mappings. Please find below the parameters required for configuration:

Parameter	Details	Example
Export Job Name	A unique name for the exporter	Export Purchase Order CSV
Destination Settings	A downloadable CSV file will be created. You can trigger this export from the source module (defined below) by simply selecting the items you want to export, right clicking, and navigating to the exporter.	N/A
Source Settings	Define the source module from Toolio: Assortment Plan Item Plan Recommended Transfer Order	Export Purchase Orders from Toolio IP: Item Plan

Output Settings

Similar to NetSuite exporter configuration, the Output Settings section will display a sample of the module data, allow you to configure export Mappings, and show a preview of outputs.

Sample Data - This is a preview of the data sourced from the module you selected (Assortment Plan, Item Plan, or Recommended Transfer Order/Allocation). This section also shows you all of the possible fields which can be referenced when configuring your mappings.
Mappings - This section allows you to customize which fields are exported and specify how they are exported. You can add new fields or delete existing ones as well.
- Field Name - The name of the field when exported. i.e. Open To Buy Units
- Formula - You can use the formula to map Toolio fields to your export fields. i.e. Open To Buy Units is mapped to Toolio's '{PO_OPEN_TO_BUY_UNITS}'. To reference a Toolio field, you can copy the slug (header) from the Sample Data section and add it to your formula with '{}' around the slug.
  
  Additionally, you are able to hardcode values in your export:
  - “{}” is the format for Strings
  - {} is the format for Integers
  This section also supports adding transformations to your exports by using simple Javascript logic. Please consult with your Toolio Implementation team if you have a specific use case in mind.
- Export Field Name - Please leave this field empty unless otherwise instructed by your Toolio implementation team.
- Comments - Please use this column for any helpful notes around the formula such as when it was last edited or changed, or a quick description for any customized mappings.

Output Preview - Once you've completed your mappings, you can hit the 'Preview' button in the Output Preview section to generate a sample of what your exported data will look like. This sample will be generated according to the formulas you just configured in the above step.

SFTP

Toolio makes it easy for you to securely export your data using SFTP (Secure File Transfer Protocol). Please note that there are 2 types of exports that can be configured via SFTP: manual and scheduled exports.

Manual Exports (Recommended Purchase Order, Recommended Transfer Order)

These jobs require user execution in Toolio since they need to be reviewed and approved prior to export.

Parameter	Details	Example
Export Job Name	A unique name for the exporter	Export Purchase Order CSV
Destination Settings	A downloadable CSV file will be created. You can trigger this export from the source module (defined below) by simply selecting the items you want to export, right clicking, and navigating to the exporter.	N/A
Source Settings	Define the source module from Toolio: Assortment Plan Item Plan Recommended Transfer Order	Export Purchase Orders from Toolio IP: Item Plan

Output Settings

The Output Settings section will display a sample of the module data, allow you to configure export Mappings, and show a preview of outputs.

Sample Data - This is a preview of the data sourced from the module you selected (Assortment Plan, Item Plan, or Recommended Transfer Order/Allocation). This section also shows you all of the possible fields which can be referenced when configuring your mappings.
Mappings - This section allows you to customize which fields are exported and specify how they are exported. You can add new fields or delete existing ones as well.
- Field Name - The name of the field when exported. i.e. Open To Buy Units
- Formula - You can use the formula to map Toolio fields to your export fields. i.e. Open To Buy Units is mapped to Toolio's '{PO_OPEN_TO_BUY_UNITS}'. To reference a Toolio field, you can copy the slug (header) from the Sample Data section and add it to your formula with '{}' around the slug.
  
  Additionally, you are able to hardcode values in your export:
  - “{}” is the format for Strings
  - {} is the format for Integers
  This section also supports adding transformations to your exports by using simple Javascript logic. Please consult with your Toolio Implementation team if you have a specific use case in mind.
- Export Field Name - Please leave this field empty unless otherwise instructed by your Toolio implementation team.
- Comments - Please use this column for any helpful notes around the formula such as when it was last edited or changed, or a quick description for any customized mappings.

Scheduled Exports (Merchandise Plan, Item Plan)

These are plan exports and can be automated and delivered on a schedule.

Parameter	Details	Example
Export Job Name	A unique name for the exporter	MP to SFTP Exporter
Destination Settings	Select an integration to receive the data Toolio will send. You can choose from an existing SFTP integration, or create a new one.	(SFTP Destination Name)
Source Settings	Define the plan data Toolio should send by specifying: Module (MP, IP) Scenario Start Year End Year	Export 2022 Master Scenario Plans from MP: Module: Merchandise Plan Scenario: Plan Start Year: 2022 End Year: 2022
Schedule	Specify the frequency and time of data delivery Recurrence (Monthly, Weekly, Daily, Specific Months). Time (Organization local time)	Deliver data daily at 3 AM: Recurrence: Daily Time: 3AM

Diagnostics

See Export History

You can navigate to Export History on the Left Navigation, and see a list of all export activity, along with the completion date of each export.

See Exported Files

Under Exporters, you can go to the particular exporter that you would like to see files for, right click to "Show Exported Files" which will take you to a page from which you can download past exported files.