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How to Import Equipment with the AI Assistant

Updated this week

Import equipment records from a spreadsheet. The importer agent maps your columns and prepares the file.

Steps

  1. Open the AI Assistant.

  2. Upload your file.

  3. Tell the assistant you want to import equipment.

  4. Review the column mapping in the table view. Talk back and forth until the mapping is correct.

  5. Confirm the import.

What you can say

  • "Import equipment from this spreadsheet."

  • "Map the 'Make' column to manufacturer and 'SN' to serial number."

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