Skip to main content

How to Import Sub-Equipment with the AI Assistant

Updated this week

Import sub-equipment records from a spreadsheet, linked to their parent equipment.

Steps

  1. Open the AI Assistant and upload your file.

  2. Tell the assistant you want to import sub-equipment.

  3. Review the column mapping β€” make sure each row links to the correct parent equipment.

  4. Confirm the import.

What you can say

  • "Import sub-equipment from this parts list."

  • "Map the 'Parent Unit' column to parent equipment."

Did this answer your question?