BOM Import

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Icon.BOM Import.png The BOM Import module, located in the Integrations group, is an add-on module that can be installed from the Small.Plugin.png 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.

BOM Import.png
The documentation on this page is for the most recent version of the Small.BOM Import.png BOM Import plugin. To get the most recent version, Update Fishbowl.

Install

  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Small.BOM Import.png BOM Import plugin and click Install.
  3. Completely close all Fishbowl Clients.
  4. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
  5. After re-opening the Fishbowl Server, the admin user can access the Small.BOM Import.png BOM Import module from any Fishbowl Client by opening the Integrations module group.
  6. To grant access to additional users, assign the BOM Import-View access right to the appropriate groups in the Small.User Group.png User Group module

Import

  1. Open the Small.BOM Import.png BOM Import module, located in the Integrations group.
  2. 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.
    BOM Import Fields.png
  3. If the file is missing values, the default values at the bottom will be used.
  4. 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.
    • Delete imported files - When selected, successfully imported files will be deleted.
  5. Click the Checked.png Active checkbox in the Schedule section. Click the Run Icon Button.png Run Task button to run the import now, or select a schedule frequency.
    BOM Import Schedule.png
  6. Click the Save Button.png Save button at the top of the module.
  7. To map another folder, click the Select Folder button. The mapping for each folder will be saved separately.

Release Notes

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