Exporting a list of all entities by entity type

  1. On the dashboard, click Entities.
  2. If multiple accounting entities are available in PIM, ensure that you have selected the accounting entity that you want to use.
  3. Select the type of entities to export.
  4. Click Export.
  5. Select at least one of these check boxes to proceed with the export:
    Attributes
    Select this check box to export the attributes of the currently selected entity type.
    Relationships
    Select this check box to export the relationships of the currently selected entity type.
  6. To export entities of the currently selected entity type and the child entities, select the Descendant entities. Otherwise, to export only entities of the currently selected entity type, clear the check box.
  7. Click OK.
  8. On the dashboard, click Import / Export.
  9. Click the Export tab.
  10. In the row that contains the parent entity type that you exported, click Download CSV file.