Is there a way to import a list of equipment to a customers record?
We just signed a new customer that has over 200 hvac units. Is there a way to upload the list of equipment rather than typing each one in to the customer record one by one? (ie CSV file)
Comments
Yes, File - Import/Export - ASCI Import Utility - Equip. That is as far as I can help you because it has been several year since we did something like this. I would recommend backing up your file before you attempt.
In the past, Desco would also do this for you for a fee.
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