Export the configuration BOM to a CSV file

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Export the configuration bill of materials (BOM) to a customizable CSV file before the quote is finalized.

    Antes de Iniciar

    Role required: Admin

    Enhanced shopping cart with CSV export

    CPQ lets you export the configuration bill of materials (BOM) before the quote is finalized by exporting the BOM to a CSV file. The BOM UI has been enhanced to enable on-screen manipulation of fields, such as resizing of columns, pinning of fields, and hiding of fields.

    Procedimento

    1. In your blueprint, navigate to Layouts.
    2. In your layout, scroll to Product List and select Product List Settings.Product List
    3. In Settings, scroll to Raw Value and insert the following code block: 
      "advanced": {
    "export": true
}

      advanced enables the enhanced shopping cart, and export enables the BOM export. advanced must be enabled to use export. The final code block should resemble the following:

      {
  "location": "bottom",
  "type": "sales",
  "hierarchyColumn": "displayName",
  "advanced": {
    "export": true
  }
}
    4. When the blueprint is enabled, deploy it and launch the configurator experience.

      In the UI, you see two new icons on the far right of the product list:

      Product List

      The icon to the left of Export lets you manipulate the columns via the UI, such as hiding and pinning certain columns. You can also manually resize columns as you would in a spreadsheet.

      The Export icon lets you export the current BOM to a CSV file. This will export all contents that are visible in the BOM at the time of export.
      Nota:
      The process requires the Quoting tool.