From the main menu, go to Production > Import/Export, and use the import and export functions available to manage Bill of Materials (BOMs) and Assemblies in bulk.
Import/Export role permissions
To create and manage BOMs and Assemblies via the Import/Export page, users will need the following role permissions granted in their respective roles:
Import Bill of Materials
Assembly Export
Assembly Import
Export
In the top right corner of the Import/Export page, you will see an Export drop-down button. From here, you can select to download a CSV template, pre-populated with existing Assemblies or BOMs.
Export Assemblies
All open Assemblies, meaning any in either Parked or a custom Assembly status, and completed Assemblies in your account can be exported into a CSV format. The export will show each Assembly as its own row, and will show the product that's being assembled, but the Assembly export will not include the component products of each Assembly.
To export all Assemblies in a CSV format:
From Unleashed's main menu, go to Production and select Import/Export.
In the top right corner, click on the Export dropdown menu and select Assemblies.
A CSV file populated with all open (Parked and custom Assembly statuses) and Complete Assemblies will be downloaded.
Export Bill of Materials
A list of all BOMs that exist in Unleashed can be exported to a CSV format. The export will show every BOM that currently exists per assembled product, in either an obsolete or non-obsolete state, and will also display the component products and quantities currently set to each BOM.
To export all BOMs in a CSV format:
From Unleashed's main menu, go to Production and select Import/Export.
In the top right corner, click on the Export dropdown menu and select Bill of Materials.
A CSV file populated with all BOMs will be downloaded.
Import
To create new or update existing BOMs or Assemblies in bulk, you can upload them using a CSV template via the appropriate tab in the Production Import/Export page. If a CSV template is not uploaded through the appropriate tab, the import will fail.
🤓 Tip: Review the Data Import Checklist and Troubleshooting Import Errors articles to help ensure a successful import.
Prerequisites for importing BOMs and Assemblies
For a BOM or Assembly to be created or updated, the following conditions must be met:
Products being assembled must have the Type setting "Assembled Product" enabled in the product record's Details tab.
Products being included as components must have the Type setting "Component Product" enabled in the product record's Details tab.
Import Assemblies
Assemblies created or updated via a CSV import will only ever be imported with the Parked status. After the Assembly is imported, its status can be updated to a custom Assembly Status or Complete status directly in your account.
To create new Assemblies using a CSV template:
From the main menu, go to Production > Import/Export, and select the Assemblies tab.
Select "Download Assemblies template file".
Enter the following required details, per Assembly, in the columns provided in the downloaded CSV template:
Assembly Number
Assembling Product Code
Source Warehouse Code
Destination Warehouse Code
Assembly status (Parked)
Enter any further details known for the Assembly in the template's remaining columns, see Import Assemblies field definitions.
Save the template in a CSV format.
Return to the Production Import/Export page, select the Assemblies tab, and import the template via the upload tile.
Monitor the import's progress through the task manager icon found in your account's banner:
Orange circle: Import is in progress.
Green tick: Import has successfully uploaded.
Red cross: Import has finished but has failed.
If the product being assembled has a BOM, the Assembly created upon import will populate the BOM's component quantities in the Assembly. However, if no BOM exists for product being assembled, a blank Assembly will be created upon import.
Update existing Assemblies by import
To update existing Assemblies using a CSV import:
From the main menu, go to Production > Import/Export.
Click on the Export dropdown arrow and select Assemblies.
Remove completed Assemblies and Assemblies that do not require updating from the CSV.
Update the appropriate columns for each Assembly row in the template, see Import Assemblies field definitions.
Save the template in a CSV format.
Return to the Production Import/Export page, select the Assemblies tab, and import the template via the upload tile.
Monitor the import's progress through the task manager icon found in your account's banner:
Orange circle: Import is in progress.
Green tick: Import has successfully uploaded.
Red cross: Import has finished but has failed.
You can also use a blank Import Assemblies template to update existing Assemblies. You just need to ensure the Assembly Number and Product Code entered in the CSV template exactly match the existing Assembly Number and Product Code in your account. If it is the Assembled Quantity that is being updated via the import, the component quantities will be updated accordingly upon import.
Import Bill Of Materials
To create new or update existing BOMs in bulk, use the Import Bill of Materials template.
To import new BOMs using a CSV import:
From the main menu, go to Production > Import/Export, and select the Bill of Materials tab.
Select "Download Bill of Materials template file".
Enter the following required details in the first row per BOM of the columns provided in the downloaded CSV template:
Assembled Product Code
Component Product Code
Quantity
When the BOM has more than one component product, enter the following required details from the second row onwards, per BOM:
Component Product Code
Quantity
Enter any further details known for the BOM in the template's remaining columns, see Import Bill of Materials field definitions.
Save the template in a CSV format.
Return to the Production Import/Export page, select the Bill of Materials tab, and import the template via the upload tile.
Monitor the import's progress through the task manager icon found in your account's banner:
Orange circle: Import is in progress.
Green tick: Import has successfully uploaded.
Red cross: Import has finished but has failed.
Update existing BOMs in bulk
To update existing BOMs using a CSV import:
From the main menu, go to Production > Import/Export.
Click on the Export dropdown arrow and select Bill of Materials.
Update the appropriate columns for each BOM row in the template, see Import Bill of Materials field definitions.
Save the template in a CSV format.
Return to the Production Import/Export page, select the Bill of Materials tab, and import the template via the upload tile.
Monitor the import's progress through the task manager icon found in your account's banner:
Orange circle: Import is in progress.
Green tick: Import has successfully uploaded.
Red cross: Import has finished but has failed.
Frequently asked questions
Can sub-assemblies be imported in bulk?
Can sub-assemblies be imported in bulk?
Sub-assemblies cannot be imported with the Import Assemblies template; only parent/single assemblies can be imported.