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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. You can also control the action that happens when a particular option is selected through the use of Rules.

The following steps will walk you through creating Product Options and Rules by importing a CSV file. The instructions in this article assume you are familiar with how product options and option sets work.

Only the following option types can be created through a CSV import:

Importing Options and Rules

To create options and rules via a CSV import, you first need to export the product(s) that will be receiving them. Make a copy of the export so that you have a backup in case you need to return to your original setup.

In the CSV file, add a new row directly under a product for each option it will have. If you plan on using Rules with your Options, add a row for each rule under each option.

CSV example

In the new rows, fill out the columns using the following format:

Column NameFormat
Item TypeUse SKU to create options. Use Rule to create rules.
Product IDThis column must be blank when used with SKU or Rule. (See example below)
Product NameSee Product Name: Option or Product Name: Rule.
Option SetThe name of the Option Set that will contain the option(s).
Product Code/SKUThe unique product code an option or combination of options will have.
Also used to assign Rules to an option or combination of options.

Once you have made your changes, import your updated file into your store. The below example will show this process in action.

This sample CSV will add the following options and rules to an existing product:

  • Size options labeled M, L, and XL using the rectangle multiple choice option type. ([RT]Size=M)
  • Two color options labeled Blue and Red, with the hex code for each color, using the color swatch option type. ([CS]Color=Blue:#123c91)
  • A rule that will change the price of the product to $15.00 when the XL option is selected. ([FIXED]15)

Sample Product CSV

The CSV will also assign SKUs to each option combination, and create a new option set labeled Apparel that will contain the Size and Color options. Here is how the options will look on the storefront:

Example options

Product Name: Options

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 options may require specific information such as a URL or color hex code. If your SKU should have more than one option applied, separate them with a comma (e.g. [RT]Size=Small,[CS]Color=Blue:#0099CC).

Option TypeFormatExample
Checkbox[C]OptionName=Yes or [C]OptionName=No[C]Free gift?=Yes
Multiple ChoiceRadio – [RB]OptionName=Value
Select (drop-down) – [S]OptionName=Value
Rectangle – [RT]OptionName=Value
[RB]Size=Small
[S]Size=Small
[RT]Size=Small
Product Pick ListWith Photos – [PI]OptionName=Product Name
Without Photos – [P]OptionName=Product Name
* For Product Pick List options, the Item Type should always be SKU.
[PI]Add a sample?=Earl Grey sample
[P]Add a sample?=Earl Grey sample
SwatchColor –[CS]OptionName=Value:#hexcode
Texture – [CS]OptionName=Value:http://yourstore.com/product_images/
attribute_value_images/
image-name.preview.jpg
* If creating a texture swatch, upload the image to product_images/import in WebDAV or create the swatch manually. The file name in the CSV must match exactly.
[CS]Color=Silver:#cccccc
[CS]Pattern=Plaid:http://domain.com/product_images/
attribute_value_images/plaid.preview.jpg

Product Name: Rules

To control the action that happens when a particular option is selected (rule), you will need to format the appropriate Column with the required format for that rule type. You will need to add a row directly under each option that will have a rule. To create rules that apply to all options in an option set, you can manually create an Option Set rule.

Rule TypeColumnFormatExample
Adjust PricePrice[ADD]# — add an amount
[REMOVE]# — remove an amount
[FIXED]# — specify an amount
* Add % to the number to add/remove/fix a percentage instead of a dollar amount.
[ADD]25
[REMOVE]30%
[FIXED]15
Adjust WeightWeight[ADD]# — add an amount
[REMOVE]# — remove an amount
[FIXED]# — specify an amount
* It will use the weight unit in your store settings.
[ADD]3
[REMOVE]5
[FIXED]10
Make Unavailable for PurchaseAllow PurchasesN — don't allow purchases
Y — allow purchases
* Creating the rule with a CSV can only set the default unavailable message. Create this rule manually for more control.
Make Unavailable for PurchaseProduct Visible?N — Hide this option on the product page
Y — Option still visible on the product page
 
Show a Different ImageProduct Image File - 1Full URL path of the image.http://yourstore.com/content/filename.jpg
* Image file must already be online or uploaded to your content folder before import. It can also be uploaded to the Image Manager.
Stop Processing RulesStop Processing RulesY — stop processing rules 

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