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Import BOM Data

The Propel Import function allows users to quickly and easily add and update Items, BOMs (Bills of Material), and AML data (Approved Manufacturer Lists) in bulk. This article focuses on BOM data.

Source File

A correctly formatted import file populated with correct data is the most crucial element of the Import process. A sample file is attached to this page.

Use a "Level" CSV or XLSX file to create BOMs (BOM Level "0" is the parent Item):

  • Required Columns:
    • BOM Level
    • Item Number
    • Quantity
    • Category Name (only required if you are creating new Items via import; see step 3): This must be an existing, valid category
  • To import data into a multi-select picklist field, use a semicolon (";") to delimit the values.
  • Note that if you are trying to import an update to an already-released Item, Propel will create a new draft of that Item.

Process

1. Open Propel Setup

2. Select Import tab

3. Select data type. If all of the items in your import file already exist in Propel, select ONLY BOM with levels:

If you wish to create new Items AND add them as components in a BOM select both Items and BOM with Levels:

4. Select your import settings:

Import Settings

 

Add & Update & Delete

For a BOM, this setting allows you to completely replace a BOM with the contents of your import file. It 1) adds new items to a BOM, 2) updates BOM rows with new information such as a new quantity, and 3) it can remove existing items from a BOM if the item already exists on the BOM in Propel and the import file does not contain that item. Note that the "Delete" function can remove an item from a BOM, but the item will still exist in Propel.

Add & Update

This setting adds new rows to a BOM and updates existing rows. It does not remove rows from a BOM.

Add Only

This setting adds new rows to a BOM but does not remove existing rows.

Do you want to match item descriptions?

This setting is not relevant for BOM-only imports.

Use my last settings

This feature automatically selects the settings used during the last data import. This is useful if you frequently import the same data types.

 

  1. Select Next.
  2. Select Drop a file or click here to upload (XLSX or CSV):
  3. Select your import file.
  4. Map your fields by dragging them to the Field Mapping section:
  5. When all the needed fields are mapped select Next.
  6. Review your import data and resolve any errors or warnings (you may need to backtrack to the Map Headers or Import Settings steps, or adjust your import file and re-upload):
  7. Select Next
  8. The Import Data stage displays records created and modified. When the import is finished, you can select Add Items to Change, Import More Data, or you can click on an Item number to open that Item in a new tab:

 12. You should then look at your BOM and confirm that it imported as expected.

 

 

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