How to Create a Custom Export Template with Export Builder

With Export Builder, you can create and save custom export templates in Emburse Spend that will be available to you when you need to export your company's data. 

Once you've saved the template, you can select it when exporting expense data. To export expense data on a schedule, see Schedule Exports.

Create a New Template

To create a new custom export template, watch the video below, or follow the listed steps:

1. Click the gear in the top right corner to access your Company Settings.

2. Click Export Builder in the Company Settings sidebar.

3. Click Add a Template.

Emburse Spend admin dashboard showing the Exports page, with the Exports menu selected in the left navigation and an Add a template button highlighted in the main content area.

4. Choose how you would like to create your template and click Next.

  • If you plan to use the export to update information in Sage, Dynamics or Oracle choose the corresponding platform template which have columns based on the requirements of each platform. Please Note: Because each accounting sync is so customizable, you will still have the option to edit preset columns in the template if you need to make unique adjustments.
  • If you would like to create a custom template, choose Create a template from scratch.

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5. Name your template.

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Add Columns

Click + Add a column to add columns to the export. 

Add a column.png

Choose which Emburse Spend field you would like to add to your export and click Add. 

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For a complete list of all available fields you can include in your custom export, see Custom CSV Export Column Options.

Add Concatenated Columns

In addition to adding individual fields, you can combine values from multiple Emburse Spend fields into a single column. You can also add a separator, such as a forward-slash or a colon, between values.

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To add multiple fields in a single column, type and select the field names from the dropdown.

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To add a separator, type the symbol or character and click Create "[symbol or character]" in the dropdown.

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Rename Columns

The Emburse Spend Field on the left lists the fields included in the export as they appear in Emburse Spend. You can determine what the field will be called in the export by updating the column name on the right.  

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Customize Fields

To customize a field, click the pencil to the right of the Emburse Spend Field name.

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Choose from the available formatting options. To make more complex customizations, check  Show Override Display to reveal string functions:

  • Substring Left, Number of Characters: Allows the exported record to pull x number of characters starting from the left.
  • Substring Right, Number of Characters: Allows the exported record to pull x number of characters starting from the right.
  • Prefix: Will add a string to the beginning of the exported record
  • Suffix: Will add a string to the end of the exported record

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Click Apply Format to apply your changes.

Remove Fields

To remove a field, click the trash can to the right of the row.

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Save Your Template

Once you have completed all of your customizations, click Save Template. Now, you will have the option to select your template when exporting expense data.

Edit an Existing Template

Once you've created an export template, if you need to add, remove, or customize columns, you can edit the saved template on the Export Builder screen. 

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