Import a BOM structure into Upchain
The Office plugin for Excel enables you to import a BOM structure into Upchain. This process creates items in an indented structure with all required item attributes filled in, if needed.
Requirements
When creating an indented structure of items in Upchain, your spreadsheet must contain columns for each item's ID and Parent ID. These two columns indicate the parent-child relationships between items listed in the spreadsheet.
The entries in the ID and Parent ID columns must be in the following format:
| ID | Parent ID |
|---|---|
| 1 | |
| 1.1 | 1 |
| 1.2 | 1 |
| 1.2.1 | 1.2 |
| 1.2.1.1 | 1.2.1 |
In the table, 1 is a parent item. 1.1 and 1.2 are its child items. 1.2.1 is a child item of 1.2. And so on.
Your spreadsheet must also include columns that contain each item's name and number. To create item numbers for you based on the item numbering rules set by your Tenant Administrator, leave the item number column blank.
Import a BOM structure
Open the Excel spreadsheet with the BOM structure.
In the Upchain plugin, select a project from the drop-down list.
Open the BOM view
.Click the more actions icon
in the upper-right corner.Select Import BOM structure.
A location selection window opens.
Select the location for the new BOM structure - whether as a project's root BOM or as a child of an existing item.
Click Select.
The BOM import - Upchain window opens.
Enter the number of the row containing your column names – 1 is entered by default.
This populates the Source column.
Note: The column names do not need to match the item attribute names in Upchain.(Optional) To create an indented structure in Upchain, select the column that contains the ID from the Column with ID drop-down and the column that contains the Parent ID from the Column with parent ID drop-down.
For each column in your spreadsheet (shown in the Source column), select the item attribute in Upchain to which it is to be mapped (shown in the Destination column).
Note: You must select a column to map to the Item Name attribute and to the Item Number attribute so that Upchain can check the uniqueness of the items in your spreadsheet. If you intend for Upchain to create item numbers, you must map a column with empty entries to the Item Number attribute.(Optional) To reuse this column mapping later, click Save, enter a name for the mapping template in Template name pop-up window and click OK.
Click Next.
A window opens displaying the spreadsheet values on the left and the structure that Upchain will create on the right.
Confirm that the structure looks correct.
Click Import.
You will receive a confirmation message that the data was successfully imported to Upchain.