# SolidWorks ### Bill of Material (BOM) level features

Feature	Read	Create	Update
BOM hierarchy	✅	N/A	N/A
BOM meta data **	✅	N/A	✅**
BOM quantities	✅	N/A	N/A
Component thumbnails	✅	N/A	N/A
BOM Configurations	✅	N/A	N/A
File derivative transfers (e.g. STEP, DXF)	✅	N/A	N/A

\*\* 2 way sync updates to BOM metadata are available on request ## SolidWorks Add-in Setup SolidWorks files (\*.sldasm, \*.sldprt) are utilized to import Bills of Materials (BOMs) from desktop-based CAD software into SharpSync. (Drawing files' BOM's are not currently supported, but if demand is high enough we will consider it) Follow the steps below to begin importing data into SharpSync using CSV files. * [Prerequisites](/sharpsync/data-sources/solidworks.md#prerequisites) * [Setup Instructions](/sharpsync/data-sources/solidworks.md#setup-instructions) * [Push a Bill of Materials to SharpSync](/sharpsync/data-sources/solidworks.md#push-a-bill-of-materials-to-sharpsync) ### Prerequisites * An installation of Solidworks 2023/4 or later (engage us for older versions) * Download and install the SOLIDWORKS Addin from the `Downloads` section in `SharpSync` * Installation of the addin * An assembly or part file * Drawings Bill of Materials are not supported yet, but talk to us about integration ### Setup Instructions #### Setup the CSV datasource in SharpSync * From the [`Data sources` ](/sharpsync/fundamentals/data-sources.md#core-concept-sources) section, add the CSV Data Source as the Primary Data Source * Click the `Configure` button > `BOM Configuration` * On a new line each, enter the Custom Properties to read * These properties should be the standard properties that exist in any given SolidWorks file. If it does not exist, a blank value will be used * Properties are read from the `Configuration` tab first, then the `Custom` tab * Each value entered here will be available as an `Accessor` (Property) in the `Property Mappings` tab * Make sure to add the Quantity / Qty / qty. column (this will be used later in the property mappings). (The exact naming is not important, as long as it reflects the quantity of parts in an assembly) > For example if you want to display custom properties `Number`, `Description`, `Material`, then enter these on a new line each * Click the `Save` button * On the main Data Source tab, make sure that the `Primary Component Identifier` matches with your `Number` custom property. The primary component identifier is the identifier that is unique across data source domains. If this is `Number` or `No` or `PartNumber` then the assumption is this property exists in both SolidWorks and your ERP solution. {% hint style="success" %} It does not have to be called `Number`. It can be called anything as long as it exists as a SolidWorks custom property. If it does not exist, the file name will be used as the fallback value {% endhint %} In the example below I've setup * Number * Description * Revision * Qty (Settings > Is Quantity property must be enabled) #### Configure the Add-in After installing the SOLIDWORKS add-in, you'll need to configure how it will generate BOMs. Make sure your SOLIDWORKS files have the required properties. (Flattened BOMs are not supported) * Click Tools > SharpSync > Login * Enter your SharpSync username / password > Click Login * If successful, the window will close * Click Tools > SharpSync > Settings * Click the radio button to use `Custom Property` * If the login succeed you should see the `Primary Component Identifier` listed * This is the preferred method of working with the BOM ### Push a Bill of Materials to SharpSync Pushing data from SolidWorks to SharpSync is easy and straight forward. To push a Bill of Materials (BOM) to SharpSync do the following: * Open a part or assembly file * Make sure you've logged in to SharpSync (Click the login button at least once) * Click the Push BOM button * The active configuration of the assembly is used to display data in SharpSync

Click the button to send the Bill of Materials to SharpSync

* The configuration for the assembly is loaded in SharpSync. * The version will always be shown as `current`. * If you want to use information from different versions, the add-in for `SolidWorks PDM Professional` is recommended.

In the example below, the hierarchy in SharpSync is displayed using the mapped `Number` property mapped in SharpSync. Notice that the component names are taken from the `Number` primary component identifier

You're now ready to submit this to your ERP. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://sharpsync.gitbook.io/sharpsync/data-sources/solidworks.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.