Importing a product list allows you to quickly populate a BOM from an existing document, such as a PDF, Excel file, or supported file type. During the import process, you'll review the detected sections, map your columns, and confirm the products before importing them into your BOM.
Before You Begin:
This article assumes you have already:
If you haven't completed these steps yet, review the related Knowledge Base articles before continuing.
Step 1: Open Your BOM
Open your Project.
Select the Opportunity.
Open the Customer BOM you want to import products into.
The BOM will open on your default tab (such as Specification), but product lists can be imported from any of the following tabs:
Specification
Pricing & Lead Time
Submittals & O&M
Step 2: Start the Import
Click Import Product List.
Select the import option that best matches your document.
Drag and drop your file, or click Browse to locate it.
Verify your file is one of the supported file types shown in the upload window.
Click Confirm.
Step 3: Review Document Selection
The first step of the Product Selection tool is Document Selection.
Parspec automatically scans your document and identifies sections that may contain products.
The left panel displays each detected section, while the document preview on the right highlights the corresponding area.
For each section, you can:
Resize the selection box by dragging its edges.
Move the selection if necessary.
Include or exclude a section using the toggle.
Delete a section by selecting the trash icon.
Add a Missing Section
If Parspec doesn't detect a section you want to import:
Select the Select Tool in the upper-left corner.
Click and drag over the desired area in the document.
A new section will be added for review.
Repeat this process until all desired product sections have been selected.
Step 4: Map Your Columns
Next, select Column Mapping.
For every detected column, choose how Parspec should map the information. Columns highlighted in yellow/orange will be imported into the BOM.
Each document section must be reviewed individually.
Section One:
Section Two:
Ignore Unneeded Columns
If you don't want to import a column:
Select the column.
Choose Ignore Column.
The column will turn gray, indicating it will not be imported.
Change a Column Mapping
If Parspec maps a column incorrectly and/or does not highlight it:
Select the column.
Choose the correct field from the available mapping options.
Review every detected section before continuing.
Step 5: Review Product View
Select Product View to preview exactly what will be imported into your BOM.
This page allows you to:
Review imported products.
Verify quantities.
Confirm manufacturers and model numbers.
Make edits before importing.
You can switch between each document section using the panel on the left, just like in Step 4.
Working with Lot Pricing
If a section represents lot pricing rather than individual product pricing:
Rename the section if desired (for example, Lot 1).
Enter the total lot price.
Adding the lot price during import saves time, but you can also add or edit it after the import is complete.
Make Final Adjustments
Product View is your opportunity to make quick edits before importing.
For example, you can:
Update quantities
Correct line item names
Review pricing
Verify imported data
Any of these values can also be edited later within the BOM.
Step 6: Import Your Products
Once you've confirmed everything looks correct:
Click Confirm Import.
Your products are added to the BOM.
Depending on your document and the choices you made, you may see:
Lot pricing sections
Individual product line items
Imported quantities
Imported unit costs
Manufacturer and model information
Etc.
Next Steps
Now that your products have been imported, you can continue building your quote by reviewing and updating information within the Pricing & Lead Time tab.
Need help? Visit the Parspec Training Academy or use the in-app support chat.