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Upload a Product List

Learn how to upload your list whether it's a PDF or excel sheet format.

Ni Nguyen avatar
Written by Ni Nguyen
Updated over a week ago


Step 1 – Import From a List of Products

  1. Inside your BOM table, click Import Products.

  2. Select where the data is coming from:

    • List of Products → Quote, fixture schedule, Excel/PDF list

    • Existing Submittal Package → An existing lighting package with datasheets

    • Existing Parspec BOM → Copy products from another project inside Parspec

  3. Select the Section you want these products placed in.

    • You can select an existing section or create a New Section.

  4. Upload the file (PDF or Excel) or select from existing Project Files

💡 Tip: If selecting Existing Parspec BOM, choose the Project and BOM, then hit Confirm – it will create a carbon copy of the BOM.


Step 2 – Select Products from the Uploaded List

  1. Once the pdf loads, click Confirm Import.

  2. Now automatically selected you'll see a blue highlight over the fields you want to import (manufacturer, model, type, quantity…).

  3. Click Include or Exclude to adjust the selection.

💡 Tip: You can use the blue dots to expand the highlight to cover additional fields


Step 3 – Review & Reassign Columns

  1. Review the Column Mapping tab and Product View

  2. To assign or reassign what a column is mapped to:

    • Click the downward arrow on the header in Column Mapping

  3. To edit default Section names or create a lot, click into the Product View to review the imported lines

💡 Tip: Any columns in orange will be imported to your BOM and edits such as deleting lines, creating kits, or assigning lots can be included in the Product View

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