1. Go to the AI conversation page (New AI conversation). 2. Click the "Attachment" button (paperclip icon) at the bottom left, and select the supplier CSV file to upload. 3. In the input field, type "Import suppliers", then click the "Send" button (pink circular arrow) at the bottom right. 4. Wait for the AI to finish analyzing, and verify that the field mappings are correct (Company Name → Name, Email → Email, Tax ID → Tax ID, Phone → Phone). 5. Review the import summary provided by the AI response (number of new records, existing records retained, and records skipped). 6. Once confirmed, type "Add" in the input field and send it to complete the import.
You can ask: "Import suppliers" The AI might respond: "Import 12 suppliers: 12 new, 0 existing retained, 0 skipped. Field mapping: Company Name → Name; Email → Email; Tax ID → Tax ID; Phone → Phone. Please type 'Add' to confirm this operation."
手機版｜New AI conversation