BOM Import
Jump to navigation
Jump to search
Plugins
The BOM Import module, located in the Integrations group, is an add-on module that can be installed from the 
Plugin module. After installing the plugin, a new module is added that allows the user to import files (csv, xlsx, xls), create a mapping, and import the needed parts, products, and BOMs. The mapping can be unique for each folder selected. The import can be run manually or imported automatically on a schedule.
Contents
Install
The documentation on this page is for the most recent version of the 
BOM Import plugin. To get the most recent version, Update Fishbowl.
- In any Fishbowl Client, open the Plugin module, located in the Integrations group.
- Select the
BOM Import plugin and click Install. - Completely close all Fishbowl Clients.
- Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
- After re-opening the Fishbowl Server, the admin user can access the BOM Import module from any Fishbowl Client by opening the Integrations group.
- To grant access to additional users, assign the BOM Import-View access right to the appropriate groups in the
User Group module
Import
- Open the BOM Import module, located in the Integrations group.
- Select the folder where the files are located and click the dropdown next to the Fishbowl fields to match them with the fields from the file.
- If the file is missing values, the default values from the bottom section will be used.
- Review the import options at the bottom.
- Only import parts - When selected, only parts will be imported into Fishbowl. No BOMs will be created.
- Use filename as BOM number - When selected, the filename will be used as the bill of materials number.
- Update BOM data - When selected, only existing finished and raw goods data will be updated. Otherwise the BOM will be overwritten.
- Delete imported files - When selected, successfully imported files will be deleted.
- Click the
Active checkbox in the Schedule section. Click the 
Run Task button to run the import now, or select a schedule frequency.
- Click the
Save button at the top of the module. - To map another folder, click the Select Folder button. The mapping for each folder will be saved separately and can be modified by selecting the folder again.
Release Notes
2020.7.X - July 9, 2020 - Fishbowl 2020.7
- Fixed cost field mapping
- Fixed bug setting import to other item types not working. Only inventory type worked previously
2020.3.1 - April 15, 2020 - Fishbowl 2020.3
- Improved functionality on import which allows you to update existing BOM's with added or removed parts
2019.11.0X - 11-21-2019 - Fishbowl 2019.11
- Fishbowl compatibility release
2019.10.0X - 11/7/2019 - Fishbowl 2019.10
- Compatible with Fishbowl version 2019.10 and higher