Available On: Starter, Professional and Business Plus
Vendors and Customers in UpKeep can be used for tracking 3rd party information or for adding this 3rd party information to import documents such as Work Orders or Purchase Orders.
How to Import/Update
Within the Vendors and Customers Section select the Option Dots on the right of the screen
Fields For Importing Vendors
Column Header | Example Entry | Acceptable Value/Format/Notes |
A - Vendor ID | G0JI96bHjs | The UpKeep ID of the Vendor
|
B - Vendor Type | Plumbing | What type of service does this Vendor Provide |
C - Business Name | My Vendor Company | The Name of the Vendor/Vendors Business |
D - Phone Number | 1-800-555-5555 | The Phone Number of the Vendor |
E - Point of Contact | Lara Croft | The Name of the person that you work with at their organization |
F - Website | The website of their business | |
G - Email | The Email of the Vendor
Note:
| |
H - Business Address | 1 UpKeep Way | Where the Business is located |
I - Business Description | Plumbing | Text field for any details/descriptions needed |
Fields for Importing Customers
Column Header | Example Entry | Acceptable Value/Format/Notes |
A - Customer ID | G0JI96bHjs | The UpKeep ID of the Customer
|
B - Customer Name | Luke Skywalker | The Name of the Customer |
C - Phone Number | 1-800-555-5555 | The Phone Number of the Customer |
D - Customer Address | 1 UpKeep Way | The Address of the Customer |
E - Website | The website of the customer | |
F - Billing Name | Tony Stark | The bill to contact for your Customer |
G - Billing Address Line 1 | 1 UpKeep Way | The Address that you are billing the customer |
H - Billing Address Line 2 | Suite 123 | The Address that you are billing the customer |
I - Billing Address Line 3 | Los Angeles, CA 12345 | The Address that you are billing the customer |
J - Customer type | Service | What type of customer this is |
K - Customer Description | They have 2 Assets | Text fields of any notes for the customer |
L - Email | The Email Address of the Customer
Note:
| |
M - Currency Name | US Dollars | Any Notes on the Currency that you bill for the Customer |