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BOM CSV Settings

BOM CSV settings control which kinds of parts are included when you export a bill of materials as CSV. You choose which component types to include and whether work steps are exported alongside them.

Access these settings via Settings → Client → BOM CSV settings.

What BOM CSV Settings Control

The BOM CSV settings dialog lets you control:

SettingWhat it does
JoiningInclude joined assemblies in the export
Sheet metal partsInclude sheet metal parts in the export
Tube partsInclude tube parts in the export
Purchase partsInclude purchase parts in the export
Export work stepsInclude each part's work steps as additional rows in the export

TIP

Untick a component type to leave it out of the CSV entirely — useful if you only need, for example, purchase parts for a procurement system.

How BOM CSV Relates to the BOM

The BOM CSV export is one of the two export formats for the bill of materials. The other format is JSON, available through Local Export and ERP Export.

The BOM itself — what data it contains and when to use it — is covered in BOM Export.

When to Use BOM CSV

BOM CSV is most useful when you need to:

  • Share a parts list with someone who works in a spreadsheet application
  • Import the BOM into a purchasing or procurement system
  • Limit the export to specific component types (for example, purchase parts only)