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 |
- Scheduled and Manual plan exports from Merchandise Plans (Store Plan, Bundle Plan, Finance Plan, etc.), Assortment Plan and Item Plan | - Merchandise Plan - Item Plan - New Assortment Plan (Scheduled Export — see New Assortment Plan Exporters for supported granularities) | |
- Scheduled plan exports from Merchandise Plans (Store Plan, Bundle Plan, Finance Plan, etc.), Assortment Plan and Item Plan | - Merchandise Plan - Item Plan - New Assortment Plan (Scheduled Export — see New Assortment Plan Exporters for supported granularities) | |
Microsoft Azure | - Scheduled plan exports from Merchandise Plans (Store Plan, Bundle Plan, Finance Plan, etc.), Assortment Plan and Item Plan | - Merchandise Plan - Item Plan - New Assortment Plan (Scheduled Export — see New Assortment Plan Exporters for supported granularities) |
- Create Inventory Items, Purchase Orders, and Transfer Orders in Toolio which are pushed directly to NetSuite | - Item Plan - Purchase Orders - Transfer Orders - Old Assortment Plan | |
- Manual exports of Assortment Plan, Item Plan, Purchase Orders, and Transfer Orders | - Old Assortment Plan - New Assortment Plan (Manual Export — see New Assortment Plan Exporters for supported granularities) - Item Plan - Purchase Orders - Transfer Orders | |
- Scheduled and Manual plan exports from Merchandise Plans (Store Plan, Bundle Plan, Finance Plan, etc.), Assortment Plan and Item Plan - User execution of Purchase Order and Transfer Order exports | - Merchandise Plan - Item Plan - New Assortment Plan (Scheduled Export — see New Assortment Plan Exporters for supported granularities) - 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 [Merchandise Plans (Store Plan, Bundle Plan, Finance Plan, etc.), Assortment Plan and Item Plan] - 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 (Old 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. 3. 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.
Although this is on our near-term roadmap, please note that Exporters do not yet support the Sample Data and Output Preview sections for the New Assortment Plan module.
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 Purchase Order - 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.
Although this is on our near-term roadmap, please note that Exporters do not yet support the Sample Data and Output Preview sections for the New Assortment Plan module.
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.
Use the following parameters to configure the SFTP export from Toolio to an external storage destination.
Hostname
Username
PW
Port
Folder path (optional)
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 Purchase Order - 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.
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.
Although this is on our near-term roadmap, please note that Exporters do not yet support the Sample Data and Output Preview sections for the New Assortment Plan module.
Scheduled Exports (Merchandise Plan, Item Plan, Assortment 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 [Merchandise Plans (Store Plan, Bundle Plan, Finance Plan, etc.), Assortment Plan and Item Plan] - 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 |
For more on SFTP please click here.
New Assortment Plan (AP) Exporters
The New Assortment Plan module uses a dedicated AP exporter that lets you choose between attribute-only and metric-rich data, configure the granularity at which the data is exported, and run on either a recurring schedule or on demand. This section covers the configuration that is specific to AP exporters — for destination configuration (S3, GCS, Azure, SFTP, CSV), see the corresponding sections above.
When configuring an AP exporter, you'll see a Granularity selector inside Source Settings after picking the New Assortment Plan module. The combination you choose drives both the structure of each row, which fields are available in Mappings, and whether the export includes metrics.
Attribute Exports vs Metric Exports
There are two types of AP exports, and the two types support different granularity options — so it's important to start by deciding which you need:
Attribute Exports — Contain only Choice attributes such as choice ID, product hierarchy fields, color, size run, and any custom Choice attributes you've defined. There are no metrics and no time dimension. Use this mode when you need a flat product master file for an external system, or when downstream processes only need choice-level reference data.
Metric Exports — Contain both attributes and metrics — Plan, Forecast, Receipts, Sales, OTB, and any other metrics enabled in your Toolio account. Metric exports always include a time dimension, so each row can be broken out by week or rolled up across the configured date range.
Field selection works the same way in both modes — you pick which columns to include in Mappings. The list of available fields refreshes automatically when you change the granularity, so only fields valid at the selected level are shown.
Please note that the Sample Data and Output Preview sections of the exporter form are not yet available for the New Assortment Plan module.
Attribute Export Granularities
Attribute exports are supported at a single granularity today:
Granularity | Description | Example Use Case |
| One row per Choice. Attributes only — no Location, no Time, no metrics. | Master choice list for product master data syncs. |
Metric Export Granularities
Metric exports always include a time dimension and a product × location combination. You configure the granularity across these three dimensions:
Dimension | Options | Notes |
Product |
|
|
Location |
| Sets the location dimension on each row. |
Time |
|
|
The supported product × location combinations are:
Granularity | Description | Example Use Case |
| One row per SKU and Location, weekly or totaled. | Allocations feed, store-level inventory pipelines. |
| One row per SKU and Channel, weekly or totaled. | Channel-level reporting for omni-channel businesses. |
| One row per Choice and Cluster, weekly or totaled. | Cluster-level merchandise hindsighting and reporting. |
| One row per Choice and Channel, weekly or totaled. | Choice-level channel reporting. |
Other product × location combinations (for example SKU × Cluster) are not supported.
Scheduled vs Manually Executed Exports
AP exporters support two execution modes — pick the one that matches your workflow. Both modes support the same set of granularities described above; the meaningful configuration difference between the two is whether the exporter is set up as an attribute export or a metric export.
Scheduled Exports — Run automatically on a recurrence you set in the
Schedulesection: Daily, Weekly, Monthly, or for Specific Months at the time of day you choose (in your organization's local time). Toolio derives the choices to export from the exporter's dataset filters and the date range from your organization's calendar configuration. Scheduled AP exports can be delivered to AWS S3, Google Cloud Storage, Microsoft Azure, or SFTP destinations. Use scheduled exports for nightly warehouse syncs, BI feeds, or any recurring downstream pipeline.Manually Executed Exports — Triggered on demand from within the
Assortment Planmodule. Select the rows you want to export, right-click, and pick the manual exporter from the context menu — Toolio generates a downloadable CSV based on the selection. Use manual exports for ad-hoc CSV pulls, spot checks, or one-off shares with stakeholders.
A single exporter definition has either a schedule or no schedule — scheduled exporters run on their cron and can also be triggered ad hoc from the Exporters list, while manual exporters have no schedule and only run when invoked from the Assortment Plan grid.
Both scheduled and manual AP exports today are full exports — every run produces the entire data set defined by the exporter's filters. Delta exports, which include only the records that have changed since the previous run, are on the roadmap and will be supported later in Q2.
Data Formatting in Exporters
When configuring an exporter, you’ll now see a Data Formatting section at the bottom of the exporter form. This allows you to choose how numeric values are displayed in your exports.
You can select from two options:
Formatted
This will round the data to the precision specified for the particular column. Accordingly precision will be lost.
Applies formatting from column-meta - specifically the maximumFractionDigits configuration.
Units → 1 decimal place (e.g.,
125.4)Dollars → 2 decimal places (e.g.,
$1,250.45)
Unformatted
This will result in numbers with very large decimal places, e.g. 3.8144578313
Exports the raw values as stored in the system.
Useful when you plan to apply your own formatting rules in external tools (e.g., Excel, BI platforms).
This flexibility ensures you can tailor exports to your preferred workflow, whether for quick reporting or deeper data analysis.
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.
See Exported Recommended Purchase Orders (RPOs)
Under the Recommended Purchase Orders table, you can go:
Quickly identify POs that have already been exported
Filter them out from your current view
Avoid re-exporting the same POs by mistake
This helps ensure cleaner data exports, reduces duplication, and streamlines your purchasing process.
Note: This enhancement was added to Toolio on May 13th, 2025, and applies only to purchase orders created on or after this date. Exported purchase orders created before this date cannot be filtered using this enhancement.
FAQs
I’m seeing numbers like 1.357E-7 in my export. What does this mean, and how do I fix it?
This value is shown in scientific notation, a format commonly used by spreadsheets and data tools to represent very small (or very large) numbers.
For example:
1.357E-7means 0.0000001357
This typically appears when:
The value is very small, or
The export is optimized for raw data accuracy rather than display formatting
How to fix it:
Enable the Formatted Exporter when exporting your data (please see above). This ensures numbers are exported with precision that you have defined.