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Create BOM by importing from Excel

The fact is that most companies have BOMs and/or Catalogs (sometimes called part catalogs or inventories) stored in Excel. OpenBOM provides a quick and easy way to import your existing BOMs and get to working on them in OpemBOM right away.

The process for importing a BOM or Part Catalog from Excel is essentially identical. The key to a successful import is a properly formatted Excel. Fortunately, formatting is easy and has some flexibility

BE VERY CAREFUL WITH IMPORT. DO NOT (RE)IMPORT AN EXCEL INTO EXISTING BOM, YOU MAY OVERWRITE YOUR BOM. See the help section on Synchronizing Excel changes to OpenBOM.

Begin by ensuring your Excel meets some basic formatting requirements:

Attention: If you are importing from Excel as a multi-level BOM the title of the column must be “Level” and the levels must start to be defined similar to 1, 1.1, 1.2, 2, 2.1, 2,2…. etc.
Property ROW defaults to Row 9 (you may specify on import)
MUST have some property which will act as Part Number (again, can specify on import
OpenBOM ignores all formulas
OpenBOM ignores formatting, fonts, justification
OpenBOM imports from the first sheet
No duplicate property names
No duplicate part numbers
No “merged cells” or another advanced formatting in Excel
There are certain requirements for importing Links

Next, perform the OpenBOM import. In the OpenBOM Dashboard, click the “Import” button and select “Import BOM from spreadsheet” from the drop-down menu.

Now choose your desired spreadsheet from your PC or Mac when prompted.

The OpenBOM import dialogue appears with two fields set to defaults: Row Number and Part Number property name. If you have pre-formatted your Excel to use row number 9 and “Part Number” then nothing to do here. Otherwise, set the appropriate values and import.