Basic Guide to Import a Standard BOM

Check out our videos on BOM Import:

BOM Import Part One:

BOM Import Part Two:

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Basic Guide to Import a Standard BOM

Your Bill Of Material (BOM) spreadsheet file can be imported into QuoteWin. Before you import make sure you...

• Check that the spreadsheet is in .XLSX or .CSV format
• Does not contain "junk" such as empty header lines, images, etc...
• You want any title headers to be in row 1 and for the import data to start in row 2; data should also begin in column A
• Carriage returns and formulas should be removed
• The first worksheet in an excel file will be used for import, so if other worksheets are present move the import sheet to the leftmost position

Standard BOM Import requirements:

• Part Number is a required field
• Quantity is a required field
• Assembly Name (the parent assembly to the parts) is a required field
• Subassembly Flag should be used if you have a sub-assembly structure. This is not needed for BOMs only containing top assemblies

*Other import types can be used - which carry different requirements

First, click the BOM Import button:

Select File

1. Browse for your import file (after verifying required fields, and checking for file format validity)
2. Select Standard BOM for the import type (this format uses the Assembly Name to load the structure)
3. Enable any import setting requirements
   • Check the Append feature if you are adding data to an existing BOM. Otherwise, clear this option to overwrite any existing data for the cleanest load.
   • The Use Data From feature can pull in matching AML information based on the Part Number, select this feature if you want to pull in matching info. Leave unchecked to strictly import the data in your file.
4. Click Next to proceed

If the Append method was left unchecked - you will need to approve the removal of any existing BOM data...

Click Yes to proceed. Or click No to go back and switch the import method to append.

Map Columns

Double click any yellow field in order to map it to a standard QuoteWin field. If there are fields you do not want to import, leave the yellow header blank or choose to map it to Do Not Use. Click Next once all import fields are linked.

Review Import

If you are importing unrecognized Manufacturers, Commodity, Units of measure, or Part Status... you may be prompted to link these unrecognized spelling to the existing spelling.

For example, the import file contains the manufacturer "MOLX" but QuoteWin does not recognize that name. To avoid duplicates double click the Sugg Mfg ID or Name to map the unrecognized entry to the existing manufacturer.

BE CAREFUL TO NOT CREATE BAD MAPS! You will want to make sure you are linking the unrecognized import name to the correct QuoteWin name. If you create a faulty map - it will be used automatically in future imports.

If the manufacturer does not appear (and neither do any other names for the manufacturer) you can create a new manufacturer by filling in the New ID and New Mfg Name fields. Be careful to not create duplicates!

After matching the import names click the save button next to each change until there are no more issues. Then click Next to proceed. Keep in mind you may need to repeat steps for Commodities or Units or measure if those tabs appear at the top.

Start Import

If your file does not contain any outright errors you can proceed and finalize the import by clicking Next:

If any lines have errors - hover over the red ! to see the problem, then double click that area to manually fix it.

After clicking Next your file will begin loading into the BOM. When finished click the Return button to see your loaded BOM.