Use this flow when you already have option sets in APO and want to update them using CSV.

Before you start (important)

Before editing anything, create a backup of the option sets you plan to update.

A backup allows you to restore everything exactly as it was, including:

• rules and formulas
• display and presentation settings
• translations
• internal option and value parameters
• images and other data not included in CSV export

CSV export does not include all of this data. A backup is the only way to fully roll back changes.

Choose how you want to back up your data

Before updating option sets, we strongly recommend creating a backup. You can do this in two different ways, depending on your task.

Option 1: Back up selected option sets

Option 2: Create a full backup of all option sets

Recommendation

How updates work (important to understand)

When an ID is present, the import updates existing data based on cell values.

• Filled cells overwrite existing values
• Empty cells reset the field to its default value
• Data that is not represented by a column in the CSV (for example rules, formulas, or display settings) is not affected