Please note that the structure of a template must be strictly followed.


To import Documents/Products Custom Field options:

  1. First, open Configuration and go to the Products/Documents Custom Field tab.
  2. Choose an existing Custom Field or add a new one.
  3. Go to the Products/Documents Custom Field editing page and press "Import Options."

  4. On the import page, you will find a template to download and fill in.


To preserve the hierarchy and correct order of options while import, you need to fill in the template correctly.

There are three columns in the downloaded template:

  • Option Level — this is level/sub-level of the option. It will help you to import the list of options with hierarchy. You can create options only with '1', '2', or '3' value: 
    • 1 — the main option
    • 2 — the sub-level of the main option
    • 3 — the sub-level of option with value 2

  • Code
  • Name


Please note: Options must be added to the template in the same order they should be displayed in your Products/Documents Custom Field.


How it works:

Here is an example of how Products Custom Field options (Cost Centers) can be recorded to the template:


Option level
Code
Name
1

Marketing
2
70010
Gifts to customers
2
70035
Advertising
3
60836
Facebook ads
3
60974
Other online advertising
1

Equipment
2
71100
Hardware
2
71375
Office supplies 
2
73020
Repairs and Maintenance


What is highlighted in green is one Cost Center "Marketing" with sub-levels, and what is highlighted in blue — is the next Cost Center "Equipment" with sub-levels.

At the same time, those with Option Level '3' ("Other online advertising" and "Facebook ads") are tied to the last one with Option Level '2' ("Advertising").


How this template will look like after import:

It is essential  to keep the order and hierarchy in the levels and sub-levels. 

Let's look at the example of an incorrect template:


Option level
Code
Name
1

Marketing
3
70010
Gifts to customers
3
70035
Advertising
2
60836
Facebook ads
2
60974
Other online advertising


If we try to import such a template, we will get an error since there is no line with Option Level '2' before the lines with Option Level '3'. So this file will be failed to import.