This guide covers how to export your entity information from the Yext platform into a spreadsheet. You can create a custom export, use one of our export templates formatted for third-party platforms, schedule future exports, and more.
To export entity information:
- Click Knowledge Graph in the navigation bar and click Entities.
- Select the entities you would like to export. Otherwise, it will default to export your primary entity type.
- Click on the More Actions button and select Export Entities.
- Review the Data Format and File Format of your export.
- To export historical data that was previously stored in the platform, click Edit in the Export Data as of field, select your desired option, and click Save.
- Note: You can export data up to 30 days after an edit was made.
- To include content from alternate-language profiles in the export, click Edit next to Entity Language and select the desired languages. Then click Save.
- To make other changes, click on the Edit button for the desired setting. Then click Save.
- To export historical data that was previously stored in the platform, click Edit in the Export Data as of field, select your desired option, and click Save.
- Click Continue.
- (Optional): Select an Export Scheme to export the data in a specific format.
- This allows you to export data in a specific format so it can easily be uploaded to a third-party platform.
- Select the checkboxes next to the fields you would like to add to the export.
- (Optional) To reorder the fields, click Actions next to the desired field, and select Configure. Then drag and drop the fields into your desired order by clicking on the three lines (
).
- (Optional) To adjust the output format for a field, click Actions next to the desired field, and select Configure. From here you can adjust the column name, set a character limit, include HTML or Markdown formatting for rich text fields, and more.
- Click Continue to export your entity information.
- (Optional) To save your export for the future, enter a name for your export in the text box, and click Save Export.
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