--- sourceDocument: Australia Sales Customer Relationship Management sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Sales Customer Relationship Management ft:clusterId : - omgmt bundleId : - omgmt workflow : - Customer and Industry --- # Matrix Loader CSV fields and field options upload and export # Matrix Loader CSV fields and field options upload and export {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 6 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Matrix Loader CSV fields and field options upload and export The Matrix Loader in ServiceNow CPQ enables administrators to bulk create, edit, and export fields, field options, and product pickers using CSV files. This functionality streamlines configuration management and environment migration by allowing data to be defined in spreadsheets, exported as CSV files, and uploaded or downloaded as needed. Show full answer Show less ## CSV Fields Upload Administrators prepare field data in spreadsheet applications and export to CSV format for upload. The Matrix Loader accepts various columns such as: * **fieldtype:** Specifies the data type (e.g., textField, booleanField, numberField, pickListField). * **name:** Admin-visible field name (up to 255 characters). * **variableName:** Unique field reference string (up to 128 characters, letters, numbers, underscores). * Optional parameters like **defaultValue** , **minLength** , **maxLength** , **precision** , **minValue** , **maxValue** , and **selectType** (single or multi-select) for pickListFields. Default values must conform to defined constraints and pickList options. The order of columns can be rearranged for convenience. Fields uploaded via CSV must be associated with one or more blueprints, similar to fields created in the Admin UI. ## CSV Fields Export Admins can export existing fields and field options via the Admin interface to a ZIP file containing separate CSV files for fields and field options. This facilitates backup, review, or migration of configurations. ## CSV Field Options Upload This upload defines options for pickListFields, including their attributes. Key columns include: * **variableName:** The field's variable name to which the option belongs. * **name:** Option label visible to end users. * **value:** Unique option identifier variable name. * Optional columns like **defaultValue** (for multi-select pickLists), **extendedDescription** , and **imageUrl** (for visual pickers). Field options are exported alongside fields using the same export process. ## CSV Upload and Export for Product Pickers To create a product picker, admins must: * Extract sample CSV files for fields and field options from the Matrix Loader. * Add a product picker field type line to the fields CSV if not present. * Create a YAML file linking the CSV files and defining the product picker's fields and mappings. * Zip the CSV and YAML files and upload the zip to the Matrix Loader for import. After import, the product picker becomes available in the ServiceNow CPQ Admin UI. Product pickers can be exported via the Admin UI by selecting the desired picker and exporting it as a CSV file. ## Practical Benefits for ServiceNow Customers * **Efficiency:** Bulk upload and export reduce manual entry and enable rapid updates across environments. * **Consistency:** CSV formats enforce standardized field and option definitions, ensuring data integrity. * **Flexibility:** Support for multiple field types and product pickers enables complex configurations to be managed programmatically. * **Migration \& Backup:** Exporting fields and options allows easy backup and migration between ServiceNow CPQ instances. By leveraging Matrix Loader CSV uploads and exports, ServiceNow CPQ administrators can more effectively manage large-scale configurations with accuracy and speed. Use the Matrix Loader to bulk create, edit, and export fields, field options, and product pickers in ServiceNow CPQ. Define data in CSV files with supported columns and formats, then upload or download them for faster configuration management and environment migration. ## CSV fields upload {#cpq-matrix-loader-csv-fields-and-field-options-upload-and-export__section_s4q_t3y_mhc} All field types can be added and edited via the Matrix Loader. This section assumes the reader will work in a spreadsheet file (Google Sheets, Microsoft Excel, or similar), then export the result to a CSV file for upload to the Matrix Loader. This topic outlines the columns and data that the Matrix Loader accepts in the field upload. {#cpq-matrix-loader-csv-fields-and-field-options-upload-and-export__table_kzw_53y_mhc__entry__4} | Column name | Description | Valid values | Notes | |-|-|-|-| | field_type | Defines the data type of the field | text \| textField boolean \| booleanField number \| numberField picklist \| pickListField | Required | | name | The name that the admin sees on field list Admin page | Valid strings can be composed of up to 255 characters, including letters, numbers, spaces, and the following special characters: ``{}[]()|\~`_^@?<=>;:/.-,+*ʼ&%$#"!`` | Required | | variableName | Distinct string used to reference the field | Valid field variable names consist of up to 128 letters, numbers, and underscores. The first and last character must be a letter or number. | Required; must be unique | | required | Not currently used by the application | TRUE \| FALSE \ | Optional; not currently used by the application | | defaultValue | Provide an initial value in field when config experience starts | \[See note\] | Optional; relevant to textField, booleanField, numberField, and single pickListField only. Multi pickListFields set defaults in the fieldOptions upload file. | | minLength | Minimum number of characters accepted | \ | Optional; relevant to textField only | | maxLength | Maximum number of characters accepted | \ | Optional; relevant to textField only | | precision | Define digits of precision to the right of the decimal | \ | Optional; relevant to numberField only | | minValue | Minimum numeric value accepted | \ | Optional; relevant to numberField only | | maxValue | Maximum numeric value accepted | \ | Optional; relevant to numberField only | | selectType | Define whether pickListField is single-select or multi-select | single multi \ | Optional; relevant to pickListField only. If \, assumes single | [Table 1. CSV file columns] {#cpq-matrix-loader-csv-fields-and-field-options-upload-and-export__table_kzw_53y_mhc} Note: When a field has defined values, the default value must conform to one of the defined values. For example: * Valid Boolean field default values are TRUE and FALSE. * If a number field has minValue or maxValue defined, the specified default value must conform to the definition. * The default value of a single pickListField must match an option value defined for the field. This option value can be defined in a field option CSV file that is processed by the Matrix Loader in the same batch as the field CSV file. * Text field values are limited to 2000 characters. {#cpq-matrix-loader-csv-fields-and-field-options-upload-and-export__ul_f5x_bh3_nhc} The order of columns is not fixed. For convenience, admins can rearrange the columns in their spreadsheet and the resulting CSV file. The fields upload explainer file shows the variety of fields and field parameters accepted by the Matrix Loader. Cells with gray backgrounds denote that the cell is not relevant to the context of the row. To download the explainer file, in the Matrix Loader, click the Fields link in the Sample Files section. Note: This fileʼs content is not intended to be uploaded to a environment as is. Instead, use the format examples to build an upload file that meets the requirements of your current project, export it to CSV format, and upload it to your environment by using the Matrix Loader. Just as fields added via the Admin UI must be associated with one or more blueprints, so must fields that are added in bulk via the Matrix Loader. For instructions, see [Associate a field with a blueprint](https://www.servicenow.com/docs/byxDazDyAaIRU4vY_WKE2A "Associate a field with a blueprint so that the field can be used in a configuration experience."). ## CSV fields export {#cpq-matrix-loader-csv-fields-and-field-options-upload-and-export__csv_fields_export} For convenience, admins can export a CSV file of fields and field options defined in the environment via the following steps: 1. In the Admin navigation pane, click Fields. You see a list of all defined fields. 2. (Optional) Enter a search string and press \ to narrow the list of fields. 3. Click Export. A message temporarily appears at the bottom of the page. 4. Click the notification center in the lower left corner. 5. Click Download to download the CSV file. {#cpq-matrix-loader-csv-fields-and-field-options-upload-and-export__ol_vfh_b33_nhc} The resulting ZIP file contains the fields CSV file and the field options CSV file. ## CSV field options upload {#cpq-matrix-loader-csv-fields-and-field-options-upload-and-export__section_jsh_gjy_mhc} The field options upload defines pickListField options and attribution. This section assumes the reader will work in a spreadsheet file (Google Sheets, Microsoft Excel, or similar), then download/export the result to a CSV file for upload to the Matrix Loader. The following outlines the columns and data the Matrix Loader accepts in the field option upload. {#cpq-matrix-loader-csv-fields-and-field-options-upload-and-export__table_w2l_hjy_mhc__entry__4} | Column name | Description | Valid values | Notes | |-|-|-|-| | variableName | The variable name of the field for which this rowʼs option will be added | \ | Required | | name | Option name visible to end- user | Valid strings can be composed of up to 255 characters, including letters, numbers, spaces, and the following special characters: ``{}[]()|\~`_^@?<=>;:/.-,+*ʼ&%$#"!`` | Required | | value | Distinct string will use to reference the field option | Valid field option variable names consist of up to 128 letters, numbers, and underscores. The first and last character must be a letter or number. Field option variable names must be unique in the scope of the same field. | Required | | defaultValue | Provide an initial value in field when config experience starts | TRUE FALSE \ | Optional; relevant to multi pickListFields only | | extendedDescri ption | Contextual description for Admin reference | Valid strings can be composed of up to 255 characters, including letters, numbers, spaces, and the following special characters: ``{}[]()|\~`_^@?<=>;:/.-,+*ʼ&%$#"!`` | Optional | | imageUrl | Image will show end-user for this pickListField option | \ | Optional; for use with pickListField. Display type is defined as VisualPicker or MultiSelectVisua lPicker in layout | [Table 2. CSV file columns] {#cpq-matrix-loader-csv-fields-and-field-options-upload-and-export__table_w2l_hjy_mhc} The fields upload explainer file shows the variety of field options and field option parameters accepted by the Matrix Loader. Cells with gray backgrounds denote that the cell is not relevant to the context of the row. To download the explainer file, in the Matrix Loader, click the Fields link in the Sample Files section. Note: This fileʼs content is not intended to be uploaded to a environment as is. Instead, use the format examples to build an upload file that meets the requirements of your current project, export it to CSV format, and upload it to your environment by using the Matrix Loader. ## Field options CSV export {#cpq-matrix-loader-csv-fields-and-field-options-upload-and-export__field_options_csv_export} Field options are exported in the same motion used to export fields from ServiceNow CPQ. For instructions, see the "CSV fields Export" section above. ## CSV upload: product picker {#cpq-matrix-loader-csv-fields-and-field-options-upload-and-export__csv_upload_-_product_picker} This section outlines the steps to create a product picker named "My product picker", which will include the following products/options: * Option1/Product1 - Product One * Option2/Product2 - Product Two * Option3/Product3 - Product Three {#cpq-matrix-loader-csv-fields-and-field-options-upload-and-export__ul_zz3_nj3_nhc} To create a product picker, follow these steps. 1. Extract a sample CSV file for fields from the Matrix Loader.This CSV file should contain the field information required for creating a product picker. Ensure that you add an extra line at the top of the sample file specifying the field type as product picker (this field type may not be present in the sample file). 2. Extract a sample CSV file for field options from the Matrix Loader.This CSV file should contain the product names that will be displayed in the end-user UI for the fields created in the previous step. 3. Create a new .yaml file.This file should include the fields contained in the product picker, as defined in the CSV file in Step 1. The .yaml file will be used to link the two CSV files during the upload process in the Matrix Loader. Without it, the product picker will not be created. Example .yaml Syntax: --- - variableName: myProductPicker fields: - variableName: myProductPicker.value target: ProductId - variableName: myProductPicker.select - variableName: myProductPicker.quantity target: ProductQuantity 4. Upload files to the Matrix Loader: Compress the two .csv files and the .yaml file from the previous steps into a zipped folder. Then, go to the Matrix Loader, upload the zipped folder, click Import, and then click Continue. 5. Validate in UI: The newly created product picker should be available in the ServiceNow CPQ Admin fields as shown below. {#cpq-matrix-loader-csv-fields-and-field-options-upload-and-export__ol_ggm_qj3_nhc} ## CSV export: product picker {#cpq-matrix-loader-csv-fields-and-field-options-upload-and-export__csv_export_-_product_picker} To export a product picker, click fields in ServiceNow CPQ Admin. Click Product Pickers, select the product picker to export, and then click Export. **Related tasks** * [Matrix Loader: CSV table upload](https://www.servicenow.com/docs/_1X4PZyp66kcsrlk~cXNzg "Use the Matrix Loader to import and manage table data in ServiceNow CPQ. Define table schemas, prepare matching CSV files, and upload them to populate or update tables for use in rules, lookups, and configurations, with no redeployment required for data updates.") **Related reference** * [Matrix Loader: CSV rules upload](https://www.servicenow.com/docs/MfnLShXLD~OTxLX1ttZ61A "Use the Matrix Loader to bulk create, edit, and export rules in ServiceNow CPQ. Define rule conditions, actions, and logic in a CSV file to streamline configuration management and automate large-scale updates.")