Skip to main content

How to Upload a Product List

Easily streamline your BOM creation process by uploading product lists. Follow the steps below to bring in data from multiple sources.

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


Did this answer your question?