| 1. Start the Import |
Open your BOM and click Import Products.
Select List of Products.
Use the radio dial to select your quote, then click Next.
| 2. Upload Your File |
Drop in a PDF or other file.
Products are auto-detected — the system draws a box around each one.
Each product defaults to Included. Click any box to confirm or change its status.
Tip: Only products marked Included will be carried into the import. |
| 3. Review Column Mapping |
Orange columns are the fields that will populate your BOM.
Click any column header to assign or reassign it.
| 4. Refine in Product View |
Switch to the Product View tab to review individual line items.
Match products to existing items in your catalogue.
Delete any unwanted rows.
Create kits directly from this screen if needed.
| 5. Organise your BOM (Optional) |
Create sections and lots to structure your Bill of Material before confirming.
A. Create Sections
Select the rows you want in a section.
Click Create Section and name it (e.g. 4-1).
All selected parts are assigned automatically.
Note: For multiple sections, adjust your row selection before assigning each one. |
B. Create Lots (requires Quoting)
Click Create Lot and enter a lot cost.
All visible parts are assigned to the lot automatically.
| 6. Confirm & Review |
Click Confirm Import — you are returned to the BOM.
All products appear assigned to their sections and lots.
Click any Lot to open the lot modal and edit details — changes save automatically.
Importing more products? Click Import Products again and repeat from Step 1.
Inside the Import Workflow
Tab / Action | Use it to… |
List of Products | Select the import type on the first screen. |
Product View tab | Match, delete rows, or create kits. |
Orange columns | Fields that map to your Bill of Materials. |
Sections | Organise parts by phase, floor, or area. |
Lots | Group parts by cost (requires Quoting). |
Need help? Visit the Parspec Training Academy or use the in-app support chat.