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How to Import Work Order Categories with the AI Assistant

Updated this week

Bulk-load work order categories from a spreadsheet during onboarding or restructuring.

Steps

  1. Open the AI Assistant.

  2. Upload your category list (CSV or Excel).

  3. Tell the assistant you want to import work order categories.

  4. Review the preview in the table view and confirm.

What you can say

  • "Import these work order categories from the uploaded file."

  • "Load our category taxonomy into FlowPath."

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