Knowledgebase: CSV Export-Import

How do I import Options from Template via CSV?


This guide will give you a step-by-step process on how to import options from templates you have created.

Import Options from Templates

The import action described here is only to link products to Option Templates.

All of your options templates must be created first in the admin panel. Click here to learn about that process if you haven't done so already.

  1. Go to Products>Products List
  2. Look towards the top right of the page and click on the "Export/Import" button

The page will be split into two halves. The left half will contain your Export options, while the right half will contain your Import options.

Using the right hand (Import) section, look for the "Options from Template" and click on its + Icon to expand its options.

  1. Click on the Sample File link and download the sample file to your desktop.

Open the Sample CSV file using your computer's spreadsheet program where it will contain columns for adding your information.

Here is a sample of what your spreadsheet will look like.

You may now add information to the proper columns.

Here is a description of each field:

  • catalogid
    This is the database number of the item you would like to attach the options template to.
  • id
    This is the ID/SKU number of the product you would like to attach the options template to.

In each line of the spreadsheet, you can enter either the catalogid or the id of the product. You do not need to have both entered for the import to work correctly.

  • optiontemplate
    This is the name of the template you would like to add to the product.

Do not remove, add or edit any columns to this file. If you do not have a need for a column please leave it blank. This is the exact format the file needs to be to import your Manufacturer information properly.

Once you have finished editing the CSV file, continue with the following steps:

  1. Go to Products>Products List
  2. Look towards the top right of the page and click on the "Export/Import" button
  3. Once again, look for the "Options from Template" on the right hand side of the page and click on its + Icon to expand the options.
  4. Use the "Browse" button to search for and select your saved CSV file on your computer
  5. Click Import Data.

Please be aware that the import function has a limit of 30 megabytes. If the CSV you are trying to import is larger than this, please split it up into separate, smaller files no larger than 30MB each.

Additional Information
The actual import/export process takes place "behind the scenes" of your store's software to prevent it from interfering with your store's active processes. By allowing the function to work in the background, you can go to other pages of the admin and still work on your store while importing or exporting large files.

During the process, you will be taken to the Import/Export Status page which will display a grid layout of your recent imports and exports. The progress column will show you the progress of the import.

At the far right of each grid item will be an action wheel that contains the following options:

  • Download: Allows you to download the CSV file after a successful import/export
  • Notify Me: For larger, more time consuming files; this option will let you input your email address so that you will receive a notice once the import/export is complete.
  • View Log: Allows you to review the log of the import/export so you can see how many items were updated, inserted or if any records failed.
  • Cancel: Allows you to cancel an impending import/export
  • Retry: If for some reason the import/export fails, you may use this option to attempt a retry of the file.
  • Delete: Use this to delete the record altogether from the status page.

This will be present in all of the store's Export/Import functions.

Please make sure your store's secure URL is pointing to your Shift4Shop store.

Upon a successful upload, your products will now be linked to their respective templates.

As described in the Option templates Knowledgebase article you can either copy or link options (from a template) to your products.

The CSV import explained in this (the preceeding) article will use the link method of assigning the options to the product(s).


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