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
**
- Go to the Option Sets section, and click on the button Import/Export on the page header.
- Click Download sample
Step 2: Format the option CSV file
- Open the downloaded sample file
- 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) *
Step 3: Importing the edited CSV file to upload
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- Once you finish, on Import section, click Import and upload your edited file.
- 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.
- 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.
‣ Option_set_id <REQUIRED>
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 <REQUIRED>
The name of the option set that helps identify and organize option sets. ** **
****
Input format: Free text
E.g. Summer T-shirt ($20)
‣ Priority <REQUIRED>
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 <REQUIRED>
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 <REQUIRED>
****
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 <REQUIRED>
****
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.
****
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] ****
▸Exclude_products
****
Choose to exclude products or not.
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 <REQUIRED>
****
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) <REQUIRED>
****
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 <REQUIRED>
****
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 <REQUIRED>
****
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 <REQUIRED>
****
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
- 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
**
Updated on: 12/05/2025
Thank you!