Import BOM from a CSV file
At Production planning -> BOMs -> Import from CSV it is possible to upload many bills of materials at once, e.g. a BOMs for separate products and/or multi-level BOMs. It's also possible to update existing BOMs via CSV upload.
Jump to:
- Which fields can be imported for BOMs?
- Example import table and file.
- How to update existing Bills of Materials via CSV upload?
- Important notes.
- Troubleshooting common issues.
Importing Bills of Materials
What is CSV? CSV (Comma-Separated Values) is a universal format for importing or exporting tabular data. A CSV file can be obtained by saving/exporting e.g. an Excel file as CSV (Comma delimited) (*.csv).
When uploading the CSV file:
- Select and match the names of the fields corresponding to the columns in the data.
- Check the "The first row is heading" option if the first row of the file contains headers. Then the first row will not be imported.
- Select "Do not import" as the column type if some column is not to be imported.
- Click Import to upload the data into the appropriate fields of the database.
- If importing of some data failed, a skip file will be generated and downloaded to your computer, which indicates all errors line-by-line.
When uploading Bills of Materials, the fields that can be used are:
Product* |
The product's ID number (item code), as in Stock -> Items. This is the "Product" to which the "Part" belongs to. The product's ID number is required on every row (this allows importing several BOMs for several products at once. E.g. a Sub-assembly "Product" code is the sub-assembly item code, etc.). |
Part* |
The part's ID number (article code), as in Stock -> Items. This "Part" belongs to the BOM of the "Product". |
Relation number |
The relation's ID number. Available, if the if the Matrix BOM functionality is enabled. |
Quantity* |
The quantity per unit of "Product". |
Notes |
Any notes, e.g. handling instructions. |
Fixed quantity |
A fixed (pre-defined) amount of item which is always consumed in a manufacturing order, not proportional to the order quantity. Available, if function Fixed quantity is enabled. |
Example, importing 2 Bills of Materials:
Product | Part | Quantity | Notes |
PROD-01 | PART-01 | 5 | BOM 1: raw material 1 |
PROD-01 | PART-02 | 7 | BOM 1: raw material 2 |
PROD-02 | PART-15 | 3 | BOM 2: raw material 1 |
PROD-02 | PART-16 | 9 | BOM 2: raw material 2 |
(Up to 3000 lines can be imported at once) |
Download a sample file: import-boms.csv
Updating existing Bills of Materials via CSV upload
At Production planning -> BOMs -> Import from CSV it is possible to update existing Bills of Materials by uploading a CSV file containing the new BOMs.
Upload the new bill of materials as described in the help section "Import BOM from a CSV file". If the product has a BOM, it will be replaced, if not, a new BOM will be created.
Important!
- If the imported file contains non-Latin characters, the file must be in UTF-8 (preferred) or Unicode encoding. If Excel is used to save the file, select the "Unicode Text (*.txt)" option in the "Save as type" field. Even though the extension of the file is TXT, it can be imported as a CSV-file.
- The limit is 3000 lines per upload. If the file is bigger, divide it into several smaller files.
- Since importing can be a question of trial-and-error, we strongly suggest making a back-up of the database before importing. In that case, if anything goes wrong, it is always possible to restore the previous session.
Issues when importing a BOM from CSV
If importing of some data failed, a skip file will be generated and downloaded to your computer, which indicates all errors line-by-line.
Common issues:
- Part numbers in the import file and in MRPeasy do not match. Please use only part numbers to refer to stock items.
- Some parts (or the product) have not been created. All stock items must exist in the software before importing BOMs.
- Incorrect formatting of the import file. Please check that the file contains a column with a product's part number and that this number is set on every line of the BOM.
- Select the correct columns. You must manually select the correct data type for each column.