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View as MarkdownImport a BOM
Drop a spreadsheet on the register, review exactly what will change, then commit.
Retyping a 400-row BOM into any system is an afternoon gone and a typo waiting for a reviewer to find. Import the spreadsheet instead: the register reads it, shows you exactly what will change, and touches nothing until you say so.
Drop the file
In the Equipment tab, open Add and choose Import BOM. Drop a CSV or XLSX and pick where it lands: the project root or any group. Importing runs in the background; a banner keeps your place, and you can Continue, Stop, or Discard at any time. Stopping imports nothing and leaves your register unchanged.
The importer reads your workbook
Most files skip straight to review. The importer looks at every sheet and reads the rows underneath each heading before deciding, so a leftovers tab loses to the live parts table, and a column that simply counts 1, 2, 3 is never taken for a part number. Headings are matched by whole words: "Manufacture", "Part #", and "PartNumber" are all understood, and a column like "Finished Water QMS" is never mistaken for a quantity.
When the file is ambiguous, a short mapping screen asks in order: which sheet your equipment is on (the best guess is marked "looks right"), which row has your column names, and what each column holds. Rows a part is already filed under in your Parts Library match the part you have, even when the spreadsheet spells the manufacturer differently.
Review, then import
Nothing has changed yet at this screen. Choose how the file applies:
- Replace, start fresh. The target location becomes exactly this list. The screen states how many existing entries would be deleted, and calls out any that carry uploaded files or configuration strings.
- Sync, add and update only. Adds what is new, updates what changed, never deletes. You see the counts up front: added, updated, untouched, and removed (rows with quantity 0 remove the matching entry).
Expand the row list if you want the full receipt, use Back to columns to fix a mapping, Start over to discard, or commit with the import button. A pending import expires on its own if you walk away.
Round trips and exports
Export BOM at the bottom of the register downloads the whole tree as XLSX; every entry page has the same export for just its subtree. Your own export imports cleanly into another project, so a proven register can seed the next job.
Re-import the vendor's updated BOM with Sync to fold in revisions without disturbing entries the file doesn't mention.
Updated Aug 15, 2026
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