# Export and Import Option Sets #### The Import/Export feature helps you: * Create, set up and modify option sets in bulk. * Save and transfer your option sets: Download your current settings as a CSV or XLSX file to use in another store. This feature is *available* in our **$9.99/month plan**. #### How it works: * Exporting: Download your existing option sets as a CSV or XLSX file for backup or modification. * Importing: When you import a file, new option sets will be added to the board. The system does NOT update existing option sets; it only adds new ones from the file. ## How to Import Option Sets **Step 1: Download the Sample File** 1. Go to the Option Sets section, and click on the button **Import/Export** on the page header.

3. Click **Download sample**

**Step 2: Format the option CSV file** 1. Open the downloaded sample file

2. Fill in information of option sets. Check our **sample CSV file** for clear examples of how each column should be formatted. Make sure that: * The first line of your option CSV file must contain the column headers, as shown in the sample file above. * If you use Excel to edit your CSV, please remember to export the file in CSV format. *(Please scroll down to learn more about the sample file in the "Understand the Sample File" section)* ***NOTE***: If you face any issues while importing/exporting the file, please don't hesitate to contact our support. **Step 3: Importing the edited CSV file to upload** 1. Once you finish, on Import section, click Import and upload your edited file.

2. Click **Check File XLSX** to validate your edited file. If there are any issues, an error message will appear. Please fix the errors and recheck the file until you see a confirmation that your file is valid.

3. If the file is looking good, click **Import And Add Option Sets** to finish your option sets importing.

## How to Export Option Sets **Step 1: Click on the button Export** on the bottom of page, then a popup will display.

**Step 2: \*\* If you want to export all option sets, tick \*\*All option sets**. Otherwise, you can choose specific option sets to export by clicking **Selected option sets** and select them.

**Step 3: Click Export option sets**, the export file will be generated and downloaded.

Understand the Sample File **‣ Option\_set\_id \** A unique identifier for each option set. This ensures the system can differentiate between different option sets.\*\*Each option set must have a unique numeric value \*\* **Input format:** Enter numeric values E.g. ✅ 123 ❌ 1abc32@ **‣ Option\_set\_name \** The name of the option set that helps identify and organize option sets.

**Input format:** Free text E.g. Summer T-shirt ($20) **‣ Priority \** Determines the display order of option sets when multiple sets apply to the same product. A lower number means higher priority. \*\* If Option set A has priority = 4 and Option set B has priority = 2 Both option sets A & B are applied to the product Summer T-shirt. Then, the option set B will show and option A will be hidden on that product. Because the priority of option B is more powerful than option A.

**Input format:** Enter numeric values
**‣ Status \** Defines whether the option set is active or inactive. "Enable" means the option set is active, while "Disable" deactivates it.

**Input format:** Select one value **‣ Apply\_to\_customers \** Specifies which customers the option set applies to.

**Input format**: Select one value
***NOTE***: * If the “Specific Customers” is selected, then the “Customers\_Email” must NOT be empty. * If the “Customer Tags” is selected, then the “Customer\_tags” must NOT be empty. **‣ Customers\_email** The email addresses of specific customers who should see the option set. **REQUIRED IF** "Specific Customers" is selected in Apply\_to\_customers.

**Input format:** * Free text * Must **exactly match** the value in your Shopify Customers section. * To enter **multiple values**, type each on a **new line within the same cell** \[Press **Ctrl + Enter** after each value]

**▸Customer\_tags** The customer segments, defined by tags, are eligible to see the option set. **REQUIRED IF** "Customer Tags" is selected in Apply\_to\_customers.

**Input format:** * Free text * Must exactly match the value in your Shopify Customers section. * To enter multiple values, type each on a new line within the same cell \[Press Ctrl + Enter after each value]
**▸Apply\_to\_products \** Defines which products the option set will be applied to.

**Input format:** Select one value **Note:** * If the “Specific Products” is selected, please enter at least one of these fields: “Product\_name” or “Product \_SKU”. * If the “Product Collections” is selected, then the “Collection\_name” must not be empty. * If the “Product Tags” is selected, then the “Product\_tag” must not be empty. * If the “Specific Products Variants” is selected, please enter at least one of these fields: “Product\_name” or “Product \_SKU”. **▸Product\_name** The name of the products/variants that the option set applies to. **REQUIRED IF** “Specific products” or “Specific product variants” is selected in Apply\_to\_products.

**Input format:** * Free text * Must exactly match the value in your Shopify Product section. * To enter multiple values, type each on a new line within the same cell \[Press Ctrl + Enter after each value]
**▸Product\_SKU** The SKU of the product the option set applies to. Used as an alternative to Product\_name. **REQUIRED IF** “Specific products” or “Specific product variants” is selected in Apply\_to\_products.

**Input format:** * Free text * Must exactly match the value in your Shopify Product section. * To enter multiple values, type each on a new line within the same cell \[Press Ctrl + Enter after each value] **▸ Collection\_name** The name of the collection that the option set applies to. **REQUIRED IF** “Product Collections” is selected in Apply\_to\_products.

**Input format:** * Free text * Must exactly match the value in your Shopify Product section. * To enter multiple values, type each on a new line within the same cell \[Press Ctrl + Enter after each value]
**▸Product\_tag** Tags used to target specific products. The option set will apply to all products that have these tags. **REQUIRED IF** "Product Tags" is selected in Apply\_to\_products. \*\*\*\*

***Note*****:** If the value “Product tags” is selected, then the Exclude\_product\_tags must not be empty. **▸Exclude\_product\_tags** If a product has any of these tags, the option set will not be shown on it.

**Input format:** * Free text * Must exactly match the value in your Shopify Product section. * To enter multiple values, type each on a new line within the same cell \[Press Ctrl + Enter after each value] **▸Option\_id \** A unique identifier for each option. This ensures the system can differentiate between different options. **Input format:** Enter numeric values ***Note***: Within the same Option\_set\_id, each option must have a unique Option\_name (Label\_on\_product) and Label\_on\_cart. **▸Option\_name (Label\_on\_product) \** The name of the option as it will appear on the product page. This is what customers will see when selecting an option.

**Input format**: Free text ***Note*****:** Must be unique from other option names within the same option set. **▸Label\_on\_cart \** The name of the option as it will appear on the cart page. This is what customers will see when selecting an option.

**Input format:** Free text ***Note***: Must be unique from other option names within the same option set.
**▸Hide\_label \** Controls whether the option name (label) is visible on the product page. If set to "Yes", the label will be hidden from customers.

**Input format:** Select one value
**▸Required** Determines whether the option must be selected or filled in before the customer can add the product to cart.

**Input format:** Select one value
**▸Option\_type \** Specifies the input type for the option (e.g., dropdown, text box, swatch). This defines how the option appears on the product page.

**Input format**: Select one value **▸Option\_value** The selectable value for the option. **REQUIRED IF** the option\_type is one of these: * Dropdown Menu * Dropdown Menu with Thumbnail * Radio Button * Swatch * Button

**Input format:** * Free text * To enter multiple values, type each on a new line within the same cell \[Press Ctrl + Enter after each value] **▸SKU\_value** A custom label or note linked to the option value. Used for internal reference only—does not track inventory like a real product SKU.

**Input format:** Free text
**▸Swatch\_value** Used only when Option\_type is set to Swatch. This defines the visual display of each option value—either a color or an image.

**Input format:** * Free text * Must be a valid hex color code (e.g., #F9AB08) or a public image URL **▸Option\_price\_type** Defines how the option affects pricing. Use "Create fee" to add a custom charge.

**Input format:** Select one value **▸Option\_price** Sets the extra charge for the option when "Create fee" is selected in Option\_price\_type.

**Input format:** Enter numeric values **▸Placeholder\_text** Text that appears inside an input field (e.g., textbox or text area) before the customer types anything. Used to guide users with examples or instructions. Only applies to certain option types: * Textbox * Number field * Text area * Email * Date & time * Color picker

**Input format:** Free text
**▸Dropdown\_Default\_option\_text** The default text shown on a dropdown before the customer selects an option. Works like a placeholder to prompt selection. Only applies to: * Dropdown menu * Dropdown menu with thumbnail

**Input format:** Free text **▸Default\_value** The pre-selected value shown by default in an option. This must exactly match one of the defined option values.

**Input format**: * Free text * Must match the Option\_value exactly (case and spacing included) **▸Helptext\_tooltip** A short tooltip or helper message that appears when customers hover over or click the info icon next to the option. Useful for giving extra guidance or clarification.

**Input format**: Free text **▸Helptext\_content** The message or instruction shown alongside the option to guide users.

**Input format:** Free text **▸Helptext\_position** Controls where the help text appears in relation to the option.

**Input format**: Select one value
**▸Min\_characters\_selectors** Sets the minimum allowed characters, values, or selections based on the option type. Applies to: * Textbox, Textarea, Email — minimum characters * Number field — minimum value * Checkbox, Switch, Swatch, Button — minimum number of selections

**Input format**: Enter numeric values
**▸Max\_characters\_selectors** Sets the maximum allowed characters, values, or selections based on the option type. Applies to: * Textbox, Textarea, Email — maximum characters * Number field — maximum value

**Input format**: Enter numeric values **▸Display\_inline** Controls whether the option values are shown in a horizontal (inline) layout instead of stacked vertically. Applies to: * Checkbox * Radio button * Switch * Swatch * Button

**Input format**: Select one value **▸Instruction\_content** The content displayed when using the Paragraph option type. Used to show informative text or instructions on the product page. This is not an input field for customers—just display content.

**Input format:** Free text ---
**▸Date\_picker\_type** Defines the type of calendar input shown to customers. Choose between a single date selection or a date range. Applies only to the Date Picker option type.

**Input format:** Select one value
**▸Display\_Date\_Time** Defines what the Date & Time option type will show. **REQUIRED IF** the Option\_type is set to Date & Time.

**Input format**: Select one value **▸Time\_format** Defines the format of the time whether 12h or 24h. **REQUIRED IF** the “Date & Time” and “Only Time” is selected in the Display\_Date\_Time.

**Input format:** Select one value
**▸Overall\_format** Sets how the date and/or time will appear on the storefront (e.g., month/day/year, day-month-year, 12h vs 24h clock). **REQUIRED IF** the “Date & Time” and “Only Date” is selected in the Display\_Date\_Time.

**Input format:** Select one value
**▸Cutoff\_date\_time** Prevents customers from selecting a date too soon. Example: If set to 3 days, and today is April 10, the earliest selectable date will be April 13.

**Input format**: Select one value **▸Cutoff\_date\_time\_unit** Time unit for the cutoff (minutes/ hours/ days/ weeks/ months). **REQUIRED IF** the Cutoff\_date\_time = Yes in the Cutoff\_date\_time.

**Input format:** Select one value **▸Cutoff\_date\_time\_number** The amount of time before the selected date/time that cutoff applies. **REQUIRED IF** the Cutoff\_date\_time = Yes.

**Input format:** Enter numeric values **▸Disable\_specific\_dates** Prevents customers from selecting specific dates

**Input format:** Select one value
**▸Disable\_specific\_dates\_dates** The date(s) to disable. **REQUIRED IF** the Disable\_specific\_dates = Yes.

**Input format**: * Free text in the format of dd MMM yyyy ✅Example: 30 Apr 2025 ❌ Wrong: 30/04/2025, or multiple dates in multiple rows * To enter multiple values, type each on a new line within the same cell \[Press Ctrl + Enter after each value]

**▸Disable\_range\_dates** Blocks customers from selecting dates within a certain time period.

**Input format:** Select one value
**▸Disable\_range\_dates\_range** Used to block a range of dates from being selected by customers. **REQUIRED IF** the Disable\_range\_dates = Yes.

**Input format**: * Free text in the format of dd MMM yyyy to dd MMM yyyy ✅Example: 25 Apr 2025 to 30 Apr 2025 ❌ Wrong: 25/04/2025 - 30/04/2025, or multiple dates in multiple rows * To enter multiple values, type each on a new line within the same cell \[Press Ctrl + Enter after each value]

**▸Disable\_past\_dates** Prevents customers from selecting any date before today (order date).

**Input format:** Select one value
**▸Active\_dates** Specifies which weekdays customers are allowed to select.

**Input format:** Select one value ***Note***: If you want to allow multiple days, duplicate the entire row, changing only the Active\_dates value. All other info in the row must stay the same.

**▸Active\_date\_time** Controls time range for selectable dates.

**Input format:** Select one value **▸Active\_date\_time\_from** Specifies the start time when customers can begin selecting an option on the active day. **REQUIRED IF** the Active\_date\_time is set to “Customize”.

**Input format**: HH:mm (24-hour format) **Example:** ✅ 08:00 → Selection starts from 8:00 AM ❌ 8am, 08.00, 8:00 AM **▸Active\_date\_time\_to** Specifies the end time when customers can no longer select an option on the active day. **REQUIRED IF** the Active\_date\_time is set to “Customize”.

**Input format:** HH:mm (24-hour format) **Example:** ✅ 17:30 → Selection ends at 5:30 PM ❌ 5:30 PM, 17.30, 5:30pm ***NOTE***: If you face any issues while importing/exporting the file, please don't hesitate to contact our support --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.optis.me/product-options/advanced-setup/export-and-import-option-sets.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.