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# Synchronize checklist data with equipment assets

## Overview: synchronize checklist data with assets

A sync line item in a checklist can push entered values to an asset field and pull reference values from the asset, which is used when site teams record actual equipment data during a test and need that data stored on the asset record.

The asset attributes used for sync must already exist as asset columns.

* Your role must be **Manager** or higher to configure sync rows.
* You can find the action inside a checklist - **Add line** - **Actions** - convert to sync value to asset/equipment.
* This changes the linked asset fields when sync input values are saved.

|| Only users with the project role **Manager** or higher can configure checklist-to-asset synchronization.

## How to synchronize checklist data with an asset

1. Open the checklist where you want to capture asset data.
2. Click **Add line** to create a new row.
3. Open **Actions** and choose **Convert to "Sync value to asset/equipment."**
4. Set **Column 1 - Info/Label** as the instruction text, for example Enter Actual model.
5. Set **Column 2 - Input** to the asset field that should receive the typed value, for example Actual model.
6. Set **Column 3 - Reference** to the asset field to display, for example Design model.
7. Enter the input value and save the row.
8. Open **Asset Overview** and confirm the asset field updated.

${frame}[CxPlanner video demo](https://www.loom.com/embed/529e578a24414bf1b82979563c6344e3?sid=8e0e966a-ef2a-4a2d-a419-9d354503287d)

## Results: sync behavior and permissions

| Project role | Can configure sync rows |
|---|---|
| Admin | Yes |
| Manager | Yes |
| Consultant | No |
| Designer | No |
| Contractor | No |
| Viewer | No |

* Project administrators can edit input and, if needed, reference values from the checklist.
* Lower-access users can fill only the input field. The reference field stays read-only.
* Saving the input value syncs it to the linked asset.

## Troubleshooting: checklist-to-asset sync

| Problem | Cause | Solution |
|---|---|---|
| Cannot choose the asset field | Asset attribute does not exist | Create the attribute as a column in Asset overview, then configure the sync row again |
| Equipment not available to link | Asset has not been created | Create the asset first, then reopen the checklist sync setup |
| Value does not appear on the asset | Row was not saved, or field names do not match | Save the sync row, confirm the exact asset field names, then reopen Asset Overview |
| Linked data missing from a report | Report was generated before the sync | Save the sync, then regenerate the PDF or Excel report |