Importing Product Options
Importing your options is an efficient way to handle the sometimes lengthy task of adding product options to each of your products. The following guide walks you through creating Product Options by importing a CSV file. This guide assumes that you are familiar with how product options and option sets work. If not, you may wish to familiarize yourself before proceeding.
The following option types can be created through a CSV import:
- Multiple Choice
- Product List
- Color Swatch
Options will be created automatically when a SKU or Rule is assigned to a product in a CSV. Follow the steps below to assign the SKU or Rule to your product. To create the type of option you need, you will need to name your SKU/Rule according to the format provided under Product Name.
1. Export the product(s) you want to add options to. Make sure to keep a backup copy of the original file in case you need to revert changes.
Always keep a back up of your original CSV file.
2. In the CSV file, add a row directly under the product you want the option to be applied to.
3. Fill out the columns using the following format:
|Item Type||Rule or SKU (Use SKU if you want to create unique SKUs or product codes for the option. Use Rule if you intend to import product rules.)|
|Product ID||must be blank|
|Product Name*||see Product Name|
|Option Set||the name of the Option Set that will contain the options|
|SKU||the unique product code (required if Item Type is SKU)|
Need an example? You may find it useful to reference a sample template. Right-click the following link to save the file to your computer.
4. When you've made your changes, you can re-import your updated file.
To specify which type of option you are importing, you will need to format your Product Name column with the required format for that option type. Some formats may require certain information such as the option code or hex code. These terms have been defined below under Product Name - Option Definitions.
Product Name - Option definitions
- Option Code — the option code listed above
- Option Name — the name of that particular option (e.g. Size)
- Value — the value of that particular option (e.g. Small)
- Hex code — the hexidecimal value for the color (full list here)
|Option Type||Format and Examples||Notes|
For Product List options, the Item Type should always be SKU.
||If creating a texture swatch, upload the image to the product_images/attribute_value_images folder in WebDAV or create the swatch manually. The file name in the CSV must match exactly.|
If your product rules or SKUs should have more than one option applied, separate them with a comma (e.g. [OptionCode]OptionName=Value,[Option2Code]Option2Name=Value). For example, a product with the following option names and values
- (Multiple choice - rectangle) Size = Small
- (Swatch) Color = Blue
would use the format: [RT]Size=Small,[S]Color=Blue:#0099CC
The following steps allow you to control the action (rule) that happens when a particular option is selected. This will only work on options created with the Product Type set as Rule.
How do I make rules that apply to every option in my option set? CSV rules will only apply at the product level. To create rules that apply to all options in an option set, you can manually create an Option Set rule.
||Add % for it to add/remove/fix a percentage instead of a dollar amount|
||Add 3 lbs - [ADD]3||It will use the weight unit in your store settings|
|Make Unavailable for Purchase||Allow Purchases||
||Creating the rule with a CSV can only set the default unavailable message; create a rule manually for more control.|
|Show a Different Image||Product Image File - 1||Full URL path of the image||http://yourstore.com/content/filename.jpg||Image file must already be online or uploaded to your content folder prior to import. It can also be uploaded to the Image Manager.|
|Stop Processing Rules||Stop Processing Rules||Y — stop processing rules|