1. Open the AI assistant page (the URL bar will show /ai-assist). 2. Upload your prepared supplier CSV file (must include fields such as company name, email, tax ID, phone number, etc.) to the AI assistant. 3. The AI assistant will automatically analyze the file and display the field mapping results, for example "Company name → Name; Email → Email; Tax ID → Tax ID; Phone → Phone", as well as the estimated number of records to import. 4. After confirming there are no issues, type "Add" in the conversation box to confirm execution of the import. 5. After the import is complete, the AI assistant will report the results (such as "Total 12 records: 12 newly created, 0 existing retained, 0 skipped") and save the import preview list as an attachment (which can be downloaded in the attachment area).
You can ask like this: "Import suppliers (12 rows csv)" The AI will reply like this: The AI assistant will parse the CSV content, list the field mappings and record summary, and prompt you to type "Add" to confirm execution, while outputting the preview list as a downloadable CSV attachment.
V5 新桌面版｜ai.outputs.csv