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Upload a Product List

Follow these steps to upload and import your Bill of Materials (BOM) into Parspec.

Ni Nguyen avatar
Written by Ni Nguyen
Updated this week

šŸ›  Starting Your Workflow

  • Click ā€œCreate BOMā€ to begin a new workflow.

  • In the setup table:

    • Input your project name (or select from dropdown).

    • Optional: Name your BOM or proceed without naming.

  • To add more BOMs, click ā€œAdd BOMā€.


šŸ“ Importing Products into Your BOM

Once inside the Bill of Materials tab:

  1. Click ā€œImport Productsā€.

  2. Choose one of the following import methods:

    • List of Products (e.g., quote, fixture schedule, Excel/PDF list).

    • Existing Submittal Package (imports products and their associated data sheets).

    • Existing Parspec BOM (select from your previous projects).


šŸ”„ Import from an Existing Parspec BOM

  • Select the relevant project and BOM.

  • Click ā€œConfirmā€ — line items will auto-populate in your current BOM.


šŸ“„ Uploading from a Product List (Excel or PDF)

  1. Choose the section where products will be placed.

  2. Upload your product list file (PDF or Excel).

  3. Select the schedule shown on screen.

  4. Use the orange selection box to highlight the area containing your product data.

  5. Click ā€œConfirmā€ to proceed.


🧠 Mapping with OCR (Optical Character Recognition)

  • Parspec uses OCR to detect and map fields like:

    • Type

    • Manufacturer

    • Model Number

    • Quantity

  • Any field the system recognizes will be highlighted orange.


šŸ“ Customizing Column Mapping

  • Reassign or ignore fields as needed:

    • Example: Ignore ā€œExtended Costā€ and reassign ā€œUnit Costā€.

    • Optionally assign other fields like Submittal Notes.

  • Click ā€œConfirmā€ to upload the cleaned and mapped data into your BOM.


āœ… Final Steps

  • Your product list is now imported and ready to use in your Parspec workflow.

  • Reach out if you have further questions about importing products.

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