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Import Spreadsheet BOM

  • Request the template file "PartNumberStructure.xlsx" from us.

    • There should be four tabs in the template.

      • Overview, Provides brief instructions for template use as well as the document version number.

      • PartNumbers, Where all of your individual part number information will go.

      • BillOfMaterials, Where all of the bill of materials relationships information is located.

      • DrawingsAlternate, Where any extra drawings you want connected are located.

  • Replace the example information with your data.

    • Leave all of the template tabs intact with their names unchanged.

    • Leave headers unchanged on all tabs.

    • Make sure you do not have any duplicate part numbers with the same revision level.

    • Tags must be enclosed in quote and separated by commas. Example: "make","buy","finished good"

    • If you have leading zeros in your data make sure to set all cell formats to "text".

  • This is how the template file looks with the sample data included.

    • Overview tab

  • ​PartNumbers tab

  • BillOfMaterials tab

  • DrawingsAlternate tab

  • Save and close the template file.

  • Open Drawing Navigator.

  • Click "Tools" in the menu bar.

  • Click "Options" in the dropdown menu.

  • Select "Import Spreadsheets" in the list on the left side of the window.

  • Using one of the following methods, add your file path(s) to your spreadsheet file(s).

    • Select Directory, Will get all spreadsheets inside this directory and all subdirectories.

    • Select File, Will load this specific spreadsheet only.

    • Copy and paste the file paths into the Path: input box.

  • Click the "Add" button to add it to the list.

  • If you are using the Standard spreadsheet template from Drawing Navigator you can skip ahead to the preview step.

  • To define your own template, double click on the list entry to load it into the editor on the right side of the screen.

  • Click the "New" button below the Spreadsheet Structure combo box and enter the name of your template.

  • Click "OK" to add your new template to the list and assign it to the selected file.

  • Expand the screen if necessary and fill out all the options to match your spreadsheet columns.

  • Once you have everything filled out, click the "Load Preview Data" button below the fields to preview how the loaded data will look.

  • Repeat changing the options and previewing until the imported data looks correct.

  • If you want to specify a page number to open a drawing to, enable the Page option and specify the correct column.

  • Click the "Save" button to apply all of your changes.

  • Repeat the above steps until you have all files and directories selected and templates created.

  • Make sure you close all open spreadsheet BOMs that you will be importing.

  • Click the "Load Data" button in the "Spreadsheet Database" group.

  • Wait while Drawing Navigator processes and imports your data.

  • The import status will be displayed after everything is processed.

  • If there are errors the data will not be imported.

    • Correct them and try the import again.

  • Spreadsheet data import is now complete.

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