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:

  • Checkbox
  • Multiple Choice
  • Product List
  • Color Swatch

Creating Options

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.

Blank row in CSV file

3. Fill out the columns using the following format:

ColumnFormat
Item TypeRule 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 IDmust be blank
Product Name*see Product Name
Option Setthe name of the Option Set that will contain the options
SKUthe unique product code (required if Item Type is SKU)

Example of a new product option row

 

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.

Product Name

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 TypeFormat and ExamplesNotes
Checkbox
  • [C]OptionName=Yes or [C]OptionName=No
    • Example: [C]Free gift?=Yes
 
Multiple Choice
  • Radio – [RB]OptionName=Value
  • Select (drop-down) – [S]OptionName=Value
  • Rectangle – [RT]OptionName=Value
    • Example: [RB]Size=Small
 
Product List
  • With Photos – [PI]OptionName=Product Name
  • Without Photos – [P]OptionName=Product Name
    • Example: [P]Add a sample?=Earl Grey sample

For Product List options, the Item Type should always be SKU.

Swatch
  • Color –[CS]OptionName=Value:#hexcode
    • Example: [CS]Color=Silver:#cccccc
  • Texture – [CS]OptionName=Value:http://yourstore.com/product_images/
    attribute_value_images/
    image-name.preview.jpg
    • Example: [CS]Pattern=Plaid:http://domain.com/product_images/
      attribute_value_images/plaid.preview.jpg
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

Creating Rules

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.

Rule TypeColumnFormatExamplesNotes
Adjust PricePrice
  • "[ADD]# — add an amount
  • [REMOVE]# — remove an amount
  • [FIXED]# — add an amount"
  • Add $25 - [ADD]25
  • Remove 30% - [REMOVE]30%
Add % for it to add/remove/fix a percentage instead of a dollar amount
Adjust WeightWeight
  • "[ADD]# — add an amount
  • [REMOVE]# — remove an amount
  • [FIXED]# — add an amount"
 Add 3 lbs - [ADD]3It will use the weight unit in your store settings
Make Unavailable for PurchaseAllow Purchases
  • N — don't allow purchases
  • Y — allow purchases
 Product Visible?
  • N — Hide this option on the product page
  • Y — Option still visible on product page
 Creating the rule with a CSV can only set the default unavailable message; create a rule manually for more control.
Show a Different ImageProduct Image File - 1Full URL path of the imagehttp://yourstore.com/content/filename.jpgImage 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 RulesStop Processing RulesY — stop processing rules  

Was this article helpful?