Sales Reps – Exporting Title Data

You can export title information in a few different formats, Excel file, PDF, or email:

You can reach this tool in two ways. If you would like to export title information for an individual title, you can find all options for exporting under the Actions button of the left-hand title sidebar:

If you would like to export title information for multiple titles, select all the titles you would like to export by clicking on the checkbox that appears in the top left corner of each listing. It turns orange when that title is selected.

Then, select your desired export option from the Actions menu available at the top of your page:If you would like to generate a file of an entire title list or page, you can click the Select All option in this menu:

More information on our export options is available below!

Excel File:

To export title information to an Excel file, select the Export to File option from the Actions menu of either an individual title or a title selection (as desired.)This will bring up a menu in which you can specify your desired export template. Click the Create button to export in this template, and your file will auto-save to your computer’s Downloads folder where you can open and edit it if you need. You can then print it out on actual real paper, or send it as an email attachment, whichever best suits your needs.

Note for retailers: if this is your first time exporting and you do not have a POS system specified, you will just see the option to export as a Generic Order Form.

If you’d like to have different title elements export you can create your own custom export format, details here. Some title attributes, such as summary, marketing info, reviews/quotes, and images cannot be exported to an Excel or text file. For these attributes you can create a PDF.

Email:

You can email a single title, or even a shortlist of titles, to anyone you like. (Keep in mind that email providers have caps on how big an email can be, so sending an email of 100 titles just wouldn’t really work. In that case, you’d probably want to generate a PDF of that title list.) You can send an email to a rep, a co-worker, a customer, whoever you’d like!

Simply select the Send Email option from the Actions menu of either an individual title or a title selection (as desired.)

Then select if you’d like to send in Basic or Expanded format and click Next:

Then fill out the details of your email, a subject, who you want to send it to (in the Send To field), a message, and whether you’d like a copy sent to yourself, if it’s high importance, or to hide multiple email addresses. When you’re finished click the Email button:

They’ll get a pretty and informative email (that links to the title’s detail page) They’ll be able to see the usual information, including price, author bio, title summary, etc. To be sure about what you’re sending out, just send yourself a sample email.

PDF File:

Find detailed instructions on exporting to PDF here.