How to get the BoM Step IDs for Importing BoM Components

Here are some quick steps for getting the Bill of Materials Step IDs from a report so that you can edit and add components in Excel and Import!

Go to Reports --> New Report

Reports Screen

Choose the "Bill of Materials" type report

Type of Reports

Here are the tables you need for your report:

Tables for the Bill of Materials Report

Here are the columns you need: (Notice that I added the captions to the columns for easier recognition)

Columns for the Bill of Materials Report

This is what the report will look like:

Bill of Materials Report with the required Columns

Now click the Export button in the top-right to export the report as a CSV.