Change preferred export format

You can set a default export format for your account and also choose different formats for individual route export templates. In this article, we will explain how to do this.

Who can use this feature
	All plans
	Users that have administrator privileges
	All regions

What are export formats?

Export formats determine the file type OptimoRoute uses when you download data, such as XLS, XLSX, or CSV. You can set one default format for your account and choose a different format for individual export templates when needed.

The account default applies to most exports. If a selected format is not supported for a specific export, OptimoRoute will use a supported format instead.

Setting the default export format for an account

Choose the default file format OptimoRoute uses for exports.

1. Go to Administration → Settings
2. Then find Import & Export → Configuration
3. Choose the default export format: XLS, XLSX, or CSV

This setting applies to all exports except the "Locations" export, which is always CSV.

If an export does not support your selected format, OptimoRoute will use a supported format instead.

Choosing export formats for templates

You can set a custom export templates to use a different format from your account default.

1. Go to Administration → Settings
2. Then find Import & Export → Templates
3. Select the template you want to edit
4. Click "Edit"
5. Click "Options" in the top-right corner
6. Choose export format
7. Click "Save"

You can also set the export format while editing a template from the “Share Routes” export window in “Plan & Optimize.”