Personalised product options for customisation

[Trendee98]

Hello,

I have a supplier that offers custom personalised products. They offer a CSV with all the personalisation options as well. It’s just that there are plenty of products, and creating product options manually is time-consuming. I contacted a few developers to find a way around it but did not really receive any positive responses.

This is an example website, where that offers the personalisation option. This is what I’m trying to achieve. Does anyone who has done anything similar or have an idea of how to go about it?

I watched a few tutorials on how I could use meta fields. I could follow these, but it would be the same as using an app. The issue is that there are a large number of products with different options. Some have five lines of customisation text options and some have two, so that would mean I have to manually add-in for every product, which is time-consuming. I was wondering if there is a way to read it from that csv where it has all the customisation options against the product id to automatically create the number of customisation options.

So these are the custom options available on the CSV file I downloaded for Magento 2 from the supplier. And in the file there is a column called “custom_options” with the value:

“name=Message Line 1,type=field,required=,price=,price_type=fixed,sku=,max_characters=20,file_extension=,image_size_x=0,image_size_y=0|name=Message Line 2,type=field,required=,price=,price_type=fixed,sku=,max_characters=20,file_extension=,image_size_x=0,image_size_y=0” and it’s for this product, as you can see in the supplier’s product screenshot.

But there is no feature for these options in the Shopify CSV file I downloaded from the supplier. It’s just all the product information on the Shopify template, which I successfully uploaded to Shopify. I just can’t find a way to have the options as seen in the screenshot.

There are 1000+ products, and I have all the information, but I am finding it hard to find a way to set it up. Could these be done using meta fields or what would be the best way?

[JHKCreate]

Hi @Trendee98

What you seek to accomplish requires line item properties, especially if you seem to have inputs as the example you’ve shared suggests.

Now the most important question: Do these customizations affect price?

Because if they don’t and you have the fields as you shared, we can see a way to create a logic that automatically builds the appropriate option inputs dynamically, with no manual involvement on that product, sorely based on that custom options field that should then be added to a tag in bulk which is pretty simple.

Let me know!

[Trendee98]

Hi,

First of all thanks for the reply. Never really taught I get a response, it has been like that over the last week. Feels good!

And to answer your question.

Do these customizations affect the price? No, all the products include personalisation costs, the customisation doesn’t affect the price set for the product.

And yes I have all the fields info (How many text lines, max characters, etc) shared by the supplier on an excel sheet matching against individual product id’s/sku’s. And the last bit you said I read a few times back but I couldn’t really comprehend the process. I haven’t really spent time with the meta fields, so it’s all a bit new for me.

[JHKCreate]

Happy to help!

The first thing to do would be to add this field as a Tag or Metafield, in your case both would work, but a metafield might be easier to access in the code as tags are unstructured.

Step 1:
To create a metafield, you can follow this process: Creating custom metafield definitions · Shopify Help Center. Pick a text field with a very high number of character limit so that the custom options field can fit nicely.

Step 2:

To add those fields in bulk, you need a bulk editing app, what you would do is create an Excel sheet with two columns: SKU & Custom Options.

Step 3:
Upload the Excel to this Bulk Editing App: Ablestar Bulk Product Editor - Bulk edit products, prices, metafields, Google Shopping & more | Shopify App Store

Step 4:

Select the metafield you just created as being associated with the custom field column and execute the process.

Once the above is done, all your products will have their metafields filled automatically.

Now, once this is done, there is a liquid code logic that needs to be built and tested to dynamically generate the inputs, that would be more complicated to execute or dictate here as it would require a decent chunk of custom coding once a full overview of the custom options is done.

We can assist on this should you need the additional hands-on support, cheers!
Charles

[Cora007]

Hi Trendee98,

Sometimes you need to let your customers customize a product before checkout on your Shopify store.

Shopify development provides many options with the help of that you can easily customize it.

Traditional way to set custom options on your Shopify store as below steps:

1)Go to Products and choose the product where you want the engraving.

2)Go to Theme Templates and choose the “product customizable” template.

3)Save.

4. Go into your online store, click the product, and a field saying “Your name for engraving” should be there.

These apps can help you to customize your products and offer a more personalized experience for your customers.

Smart Product Options:

Unlimited Product Options and Creates an unlimited custom product fields including text, numbers, swatches, checkboxes, dropdown menus, file uploads and more to whole collections and products as well.

Easy to set up, Flexible Conditional Logic, Add-On Pricing, Group Fields into Option Groups and reuse them, Price Add-On’s, Field Types and Support Team

Infinite Options:

Infinite Product choices: Build Infinite amounts of personalized Product options including text, numbers, schedules, swatches, checkboxes and drop-down menus.

Product Options and Customizer:

Enable infinite Product Options: Apply Unlimited combinations to the web pages.

Upload With Add-on pricing: Feature choices and Customizer support you With per-option Pricing to top up sales. The extra costs are equivalent to higher sales per transaction.

[Williampat369]

Hi,

These apps can help you to customize your products and offer a more personalized experience for your customers.

1.Smart Product Options.

2.Infinite Options.

3.Product Options and Customizer.

Hope this helps you.

[EasifyApps-Zoe]

Hi @Trendee98 ,

I noticed that you have already received a solution for dealing with a large number of custom options on your client’s website. However, I’d like to offer an alternative solution that may be helpful in case you encounter similar issues in the future or if other community members face the same challenge.

You can consider using the Easify Product Options app, which offers 2 approaches to help address your situation :

The 1st approach:

• Create your custom option sets with the necessary custom options. Based on your reference site, I have provided a quick setup example using the app.

• Then, assign the option set to specific products using conditions. Since there are a large number of products, manually selecting each product may not be feasible. Instead, you can set rules based on product title, price, vendor, type, tag, or collection to automatically assign the option set. By categorizing and assigning option sets to groups of products with shared characteristics, you can streamline the process.

The 2nd approach:

If the first approach doesn’t meet your requirements, you can consider the second method, which involves importing your products and their option information in bulk using a CSV file. The app provides a sample CSV file to assist you in preparing the data before importing it.

Both of these approaches aim to simplify the management of a significant number of custom options. I hope that one of these suggestions proves useful to you .

[danmurrell]

Hi I have the exact same issue, did you find a solution?