⬆️ Upload a BOM
Choose a Job in the Jobs tab.
BOM is the first tab that opens under the Materials tab.
File Formats
BOM accepts Excel or CSV files.
This guide will reference 2 example files that are linked at the bottom of this article.
Your upload should be formatted in rows and columns.
Many estimation software tools offer multiple output formats, and it’s best to start with one that’s organized in a neat row/column grid.
If you can’t find an exportable format from your estimation software in rows and columns, reach out to your CSM to see what options may exist to create an Excel Macro to automatically translate your format to the right upload format.
Make sure there’s just one description column.
If, for example, your estimate upload has a size column that should go with the description column, these values need to be consolidated into one.
If you need to combine columns in an Excel file, try the Concatenate formula. You will probably need to add a spacer between the cells to be combined like a space or a dash with spaces.
At minimum, three columns are required: description, quantity, and unit of measure. We’ll also take anything else you want to track, too.
Units
If your estimate output has multiple columns with units (UOM), choose to import the unit column that best corresponds to how you would order the material in Kojo.
For example, conduit might be specified in linear feet or as a number of sticks (each). Since conduit is ordered in sticks, that’s the better unit to choose for all downstream use.
Kojo doesn’t support decimals in quantities. It’s easiest to decide before uploading to Kojo if you would like to round these values up to the nearest whole number or choose to represent them a different way.
Mapping Columns
Click Upload BOM. The first screen lets you choose a file on your computer or you can copy/paste data directly into the spreadsheet there.
Identify the row that contains the column names.
Map columns from your file to Kojo.
This window shows you, one at a time: the column name in the file, the column name in Kojo, and a sample of the first few lines for context.
If Kojo’s first guess is right, you can move on. Otherwise, you can choose to remap how the column should appear or choose to “Ignore this column” to avoid importing it.
Phase Code and Cost Code columns (or whatever your ERP integration calls these) have special powers. If you import those columns, these codes will be automatically synced to the POs you create from the BOM.
You can also create custom columns in the upload process by choosing that option on the dropdown list. Upload and track whatever else you need to.
Verify the upload on the next screen.
Any cells with problems will appear in red, and you can fix them directly in this window if you’d like.
You can also choose to avoid importing any error rows here.
Name the BOM Upload and tell us which estimation software you used to create it. The name you choose here will show up in the BOM view options for the Office and Field views in the future.
Once imported, use the dropdown menu at the top left to control which BOM upload you are viewing, upload an additional BOM, or delete individual uploads.
