---
title: How to Import Custom Fields for Documents and Items Options
description: Examples of Filled Templates 4. On the Import Options page, Download the template file, fill it out, and Submit the redacted file. Please note that the default template structure must be strictly foll
---

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# How to Import Custom Fields for Documents and Items Options

## Learn how to set up custom fields in Precoro by importing options and sub-options with XLSX templates.

#### TABLE OF CONTENTS

- [How to Import the Custom Fields for Documents and Items Options](https://help.precoro.com/how-to-import-documents-custom-field-/-items-custom-field-options#import)
- [How to Fill Out the Templates Correctly](https://help.precoro.com/how-to-import-documents-custom-field-/-items-custom-field-options#correctly) 
    - [Importing New Options](https://help.precoro.com/how-to-import-documents-custom-field-/-items-custom-field-options#options)
    - [Importing Sub-Options for an Existing Parent](https://help.precoro.com/how-to-import-documents-custom-field-/-items-custom-field-options#sub-options)

### How to Import the Custom Fields for Documents and Items Options

1. On the Configuration page, go to the **Custom Fields for Items** or **Custom Fields for Documents** tab.
2. Choose an existing **Custom Field** or add a new one.
3. You will see the **Edit Custom Item (Document) Field** page. Click **Import Options**.
   
   [![An image pointing to the button that starts the option import process](https://help.precoro.com/hs-fs/hubfs/Import%20Button.png?width=670&height=293&name=Import%20Button.png)](https://help.precoro.com/hubfs/Import%20Button.png?hsLang=en)
4. On the **Import Options** page, select if you want to import entirely new options or sub-options for an existing parent, **Download** the template, fill it out, and **Submit** the edited file. Please review the [next section](https://help.precoro.com/how-to-import-documents-custom-field-/-items-custom-field-options#correctly) for tips on how to fill out the templates.
   
   [![A screenshot of the Import Options Page highlighting the required inputs](https://help.precoro.com/hs-fs/hubfs/Import%20Options%20Page.png?width=670&height=226&name=Import%20Options%20Page.png)](https://help.precoro.com/hubfs/Import%20Options%20Page.png?hsLang=en)

💡 **Please note**: The default template structure must be strictly followed, and the file for upload should be in **XLSX** format.

### How to Fill Out the Templates Correctly

#### Importing New Options

On the Import Options page, find the **Import Custom Fields for Documents (Items) by** field and select **Import new options**. When you press **Download**, you will get an XLSX file that looks like this.

[![A screenshot of the template you download to add new options](https://help.precoro.com/hs-fs/hubfs/New%20Options%20Empty%20Template.png?width=544&height=414&name=New%20Options%20Empty%20Template.png)](https://help.precoro.com/hubfs/New%20Options%20Empty%20Template.png?hsLang=en)

You will find three columns in the downloaded template:

- Option Level — this is a level/sub-level of the option. It will help you import the list of options with the correct hierarchy. You can create options with levels from 1 to 5.
- Code (optional).
- Name.

Here’s how option levels are displayed in Precoro:

[![An image showing 5 option levels](https://help.precoro.com/hs-fs/hubfs/Option%20Levels.png?width=670&height=153&name=Option%20Levels.png)](https://help.precoro.com/hubfs/Option%20Levels.png?hsLang=en)

**💡 Please note:** Add the options to the template in the same order you want them to be displayed in Precoro.

Level 1 is the highest in the hierarchy. To create a sub-option for any option, place it below the parent option and increase the level by one.

In this example, we have an option with two sub-options, one of which also has two sub-options.

[![An example of filling out the template to create a new level-one option with two sub-options](https://help.precoro.com/hs-fs/hubfs/New%20Options%20Template%20Filled.png?width=606&height=290&name=New%20Options%20Template%20Filled.png)](https://help.precoro.com/hubfs/New%20Options%20Template%20Filled.png?hsLang=en)

Once you submit the template, this structure will be added to existing options (if any) and displayed in Precoro as follows:

[![A screenshot of the field's option table with imported options and sub-options](https://help.precoro.com/hs-fs/hubfs/Imported%20Options%20in%20Precoro.png?width=670&height=247&name=Imported%20Options%20in%20Precoro.png)](https://help.precoro.com/hubfs/Imported%20Options%20in%20Precoro.png?hsLang=en)

You cannot submit a template if the levels are missing. For example, a file like this will fail to import.

#### [![An example of a table with missing option levels which can't be imported](https://help.precoro.com/hs-fs/hubfs/New%20Options%20Template%20Fail.png?width=605&height=256&name=New%20Options%20Template%20Fail.png)](https://help.precoro.com/hubfs/New%20Options%20Template%20Fail.png?hsLang=en)

#### Importing Sub-Options for an Existing Parent

On the Import Options page, find the **Import Custom Fields for Documents (Items) by** field and select **Import Additional Options for an Existing Parent**. When you press **Download**, you will get an XLSX file that looks like this.

[![A screenshot of a template you download to add sub-options to previously created options](https://help.precoro.com/hs-fs/hubfs/Sub-Options%20Template%20Empty.png?width=393&height=368&name=Sub-Options%20Template%20Empty.png)](https://help.precoro.com/hubfs/Sub-Options%20Template%20Empty.png?hsLang=en)

In this template, the **Parent option** column is to be filled with either:

- an option already existing in Precoro;
- an option entered in this file.

An option with the specified Code and Name will be created as a sub-option of the parent option.

For instance, filling the template like this will add two sub-options (Recruitment and L&D) to an existing option (Human Resources) and one sub-option (Coaching) to the option added in the template (L&D).

[![A sample filled template adding sub-options to previously existing option and to one entered in the file](https://help.precoro.com/hs-fs/hubfs/Sub-Options%20Template%20Filled.png?width=421&height=238&name=Sub-Options%20Template%20Filled.png)](https://help.precoro.com/hubfs/Sub-Options%20Template%20Filled.png?hsLang=en)

Once you submit the template, this is how this structure will be displayed in Precoro:

[![A Precoro screenshot showing the imported options with correct hierarchy](https://help.precoro.com/hs-fs/hubfs/Imported%20Sub-Options.png?width=670&height=170&name=Imported%20Sub-Options.png)](https://help.precoro.com/hubfs/Imported%20Sub-Options.png?hsLang=en)

 

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