Available On: Premium, Professional, Enterprise
You can now use UpKeep Intelligence to clean and reformat your import data — no formulas needed. During the import process, the Transform Data tool lets you use natural language to adjust your data before completing the import. This helps standardize fields like dates, names, and priorities without making changes in Excel.
How to Use the Transform Tool
Go to the Import/Export section in your UpKeep settings
Select the module you want to import into (e.g. Work Orders, Assets, Parts)
Click Start Import
Upload your CSV or Excel file
Map your columns to match UpKeep’s fields
On the Review step, click Transform Data in the top right
Type a prompt describing the changes you want to make
Review the preview of your transformed data
Click Confirm to apply the changes
(Optional) Click Export to download the updated version of your file if needed
Examples of Prompts You Can Use
Convert all dates to MM/DD/YYYY format
Change all priority values from Medium to High
Capitalize all location names
Remove extra spaces from asset names
You can speak naturally — no formulas or technical language required
Best Practices for Using the Transform Tool
Want better results with Transform? Check out these tips below:
Be specific with your prompt
The AI works best when you clearly describe what you want to change and how it should look
Examples of prompts you can use:
Convert all dates to MM/DD/YYYY format
Change all priority values from Medium to High
Capitalize all location names
Remove extra spaces from asset names
Replace all “N/A” values with “None”
Convert “In Progress” to “Open”
You can speak naturally — no formulas or technical language required
Focus on one row at a time
The Transform tool applies changes one row at a time. It works well for:
Formatting text or dates
Renaming values
Cleaning up individual fields
It does not:
Remove duplicate rows
Compare or sort across rows
Add new rows or generate new data
Preview, then confirm or export
Once you apply a transformation:
Review the preview of your updated data
Click Confirm to apply it
Or click Export to download the revised file before importing
