Import your BOM from Excel

Excel files may be imported to either a BOM or a Part Catalog, the process for either is practically identical.  It comes down to ensuring the spreadsheet you wish to import is properly formatted.  Fortunately, formatting is easy. There are two ways to do so.

(1) Manually format the Excel spreadsheet prior to import; or

(2) Use the  Excel import tool to import an unformatted Excel spreadsheet.

Let’s start with how to manually format a spreadsheet prior to import to OpenBOM:

(1) Format your excel spreadsheet so that all information starts on row six (6).  Note – you should have “Part Number” column in your BOM.

Note: Please ensure there are no more than one property column with the same name. Excel files with duplicated column names cannot be imported.

(2) In the OpenBOM Dashboard, click the “Import” button and select “Import BOM from spreadsheet” from the drop-down menu.  Choose your desired spreadsheet from your PC or Mac when prompted.

If the Excel is already properly formatted, then this is the window which you should see after selecting the desired Excel spreadsheet to import:

(2) Click Import

(4) If the Excel file was properly formatted imported Excel will appear in the OpenBOM Dashboard.  Click it and you are ready to work in OpenBOM.  If it was not formatted correctly, then proceed to the next section below.

Download a pre-formatted Excel template by clicking, here.

 

Importing an unformatted Excel spreadsheet

Here’s an example of an unformatted Excel spreadsheet. Notice how the property attributes begin on row 9 and “PN” is the “Part Number“.  All imports must have a column which will become as “part number” in the BOM. In this case it is “PN”.

(1) In the OpenBOM Dashboard, click the “Import” button and select “Import BOM from spreadsheet” from the drop-down menu.  Choose your desired spreadsheet from your PC or Mac when prompted.

(2) If the selected file is recognized as not properly formatted you will be shown a dialog similar to the one below.  Enter the row number where the property attributes are located (row 9 in our example, above), and the name of the column containing “Part Number” (“PN” in our example, above):

(3) Click “Import” when ready to import.

Here’s a video which walks you through the process: