Instructions
# 📚 𝐈𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧 𝐌𝐚𝐧𝐮𝐚𝐥 𝐟𝐨𝐫 𝐁𝐮𝐛𝐛𝐥𝐞.𝐢𝐨 𝐏𝐥𝐮𝐠𝐢𝐧: 𝐄𝐱𝐜𝐞𝐥 𝐓𝐞𝐦𝐩𝐥𝐚𝐭𝐞𝐬
This manual is designed to help you understand and use the Excel Templates plugin from Bubble.io that exports data into an Excel template file. This plugin allows you to map your data into two sections of an Excel sheet: 𝐒𝐢𝐧𝐠𝐥𝐞 𝐈𝐭𝐞𝐦𝐬 and 𝐋𝐢𝐬𝐭 𝐈𝐭𝐞𝐦𝐬.
## 📝 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬
- A Bubble.io account
- The Excel Templates plugin installed
## 🔧 𝐇𝐨𝐰 𝐭𝐨 𝐔𝐬𝐞
### 𝟏. 𝐒𝐞𝐭𝐭𝐢𝐧𝐠 𝐔𝐩
After installing the Excel Templates plugin, open your Bubble.io project.
### 𝟐. 𝐈𝐝𝐞𝐧𝐭𝐢𝐟𝐲𝐢𝐧𝐠 𝐃𝐚𝐭𝐚
The Excel Templates plugin works with key-value pairs. The left side of the pair is the cell address in the Excel template, and the right side is the data from your Bubble.io application that you want to map to that cell.
### 𝐒𝐞𝐜𝐭𝐢𝐨𝐧 𝐀: 𝐒𝐢𝐧𝐠𝐥𝐞 𝐈𝐭𝐞𝐦𝐬
Single items such as a company name, address, etc., are mapped directly to the specific cell you want in the Excel file.
#### 𝐒𝐭𝐞𝐩𝐬:
1. Identify the data: Determine the data from your Bubble.io app that you want to export (e.g., "Company Name").
2. Specify the cell address: In the plugin settings, map this data to a cell address in your Excel template (e.g., 'A1').
3. Enter the key-value pair: In the Single Items section of the plugin, input the key-value pair in the following format: 'CellAddress: Data' (e.g., 'A1: Company Name').
Bubble.io automatically saves your settings.
### 𝐒𝐞𝐜𝐭𝐢𝐨𝐧 𝐁: 𝐋𝐢𝐬𝐭 𝐈𝐭𝐞𝐦𝐬
For list items, such as items purchased on an invoice, you would map the starting cell where you want the list to begin in your Excel file. The plugin will then fill data from this cell address downwards until the data runs out.
#### 𝐒𝐭𝐞𝐩𝐬:
1. Identify the list data: Determine the list data from your Bubble.io app that you want to export (e.g., 'Purchased Items').
2. Specify the starting cell address: In the plugin settings, specify the cell address where you want the list to start in your Excel template (e.g., 'A20').
3. Enter the key-value pair: In the List Items section of the plugin, input the key-value pair in the following format: 'CellAddress: Data' (e.g., 'A20: Purchased Items').
Finally - use :Format as text operator with 'This text' and a separator |
Bubble.io automatically saves your settings.
### 𝟑. 𝐄𝐱𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐃𝐚𝐭𝐚
Once you've set up your Single Items and List Items sections, you're ready to export data from your Bubble.io app to your Excel template file.
#### 𝐒𝐭𝐞𝐩𝐬:
1. Click the Export button: On your Bubble.io project, click the 'Export' button. This will initiate the process of exporting your data to your Excel template.
2. Wait for the process to complete: The data will be transferred from your Bubble.io project to your Excel template. The process duration depends on the amount of data.
3. Open your Excel file: Once the data transfer is complete, you can open your Excel template file to see your Bubble.io data organized as per your specified cell mapping. Just use the Download action provided by the plugin to download your file.
🎉 Congratulations, you have successfully exported your Bubble.io data to an Excel template using the Excel Templates plugin!