How to Import Users to Your UpKeep Team
Save time by importing multiple users at once instead of adding them one by one. This guide walks you through preparing your CSV file, uploading it, and getting your team set up quickly.
If you only need to add a single user, check out How to Add People & Teams. To learn more about user roles and what they mean, see UpKeep User Types.
What You'll Need
A spreadsheet file in CSV, XLS, XLSX, TSV, or XML format. We recommend downloading the meter template. Follow the steps below:
Navigate to the Import & Export page
Select People from the data set dropdown
Select Download Template
Complete the template with your People data organized with the column headers listed in the Field Reference section below
Step-by-Step: Import Your Meters
Navigate to the People & Teams section in UpKeep
Click the Option Dots (⋯) next to the + Add Person button
Select Import — you'll be taken to the import page
Or navigate to the Import & Export page directly
Select People from the data set
Select Start People Import Process
Upload your spreadsheet file, or manually enter items directly in the import table
Map your columns to the appropriate UpKeep fields
Review your data and click Finish to import
User Template Field Reference
Column | Example | Details |
A — Email | A valid email address is required. This is where the user will receive their invite (expires after 48 hours). | |
B — User Type | TECH | Accepted values: ADMIN, LIMITED_ADMIN, TECH, LIMITED_TECH, REQUESTER, VIEW_ONLY |
C — First Name | Peyton | The user's first name as it will appear in UpKeep. |
D — Last Name | Manning | The user's last name as it will appear in UpKeep. |
E — Job Title | QB1 | The user's job title within your organization. |
F — Company Name | NFL | The company name. If left blank, it defaults to your account's company name in UpKeep. |
G — Phone Number | 555-867-5309 | The user's phone number. |
H — Team IDs | abcdef,ghijkl | The 10-character unique ID of the team(s) the user belongs to. Separate multiple IDs with a comma. Teams must already exist in UpKeep. |
I — Is Location Based User | Yes | Yes — limit the user to specific locations. No — the user can see all locations. Learn about Location Based Permissions here. |
J — Location Based User Location IDs | u0JW5WNvmt,Y0VjuEmb9u | The UpKeep IDs of the locations the user should have access to. Separate multiple IDs with a comma. |
Importing Teams
Want to organize your users into teams? You can also import teams in bulk to quickly create or update team groupings.
Column | Example | Details |
A — Team ID | mltI4jbDaQ | The UpKeep ID of the team. Only needed when updating an existing team. |
B — Name | Engineering Team | The name of the team in UpKeep. |
C — Description | All Engineers | A description of the team. |
D — Assigned User Emails | Emails of users assigned to the team. All users must already exist in UpKeep and hold an Admin, Limited Admin, Tech, Limited Tech, or Custom Role user type. |
Best Practices
Test with a small file first: Import 2–3 users to verify formatting before uploading your full list.
Double-check email addresses: Invitations are sent to the email in column A. Typos mean users won't receive their invite.
Create teams before importing users: If you're assigning users to teams (column H), the teams must already exist in UpKeep.
Use exact User Type values: Column B only accepts the six values listed above (e.g., TECH, not Technician).
Keep the CSV format: Save as .csv
FAQ
Can I update existing users with a CSV import?
Yes. You can export your current users and update the information. When updating users, be sure to not touch the ID in column A.
What happens after I upload the file?
Each user listed in the CSV will receive an email invitation to join your UpKeep account. The invite expires after 48 hours.
What file format does the import accept?
Only CSV files (.csv) are supported. Save your spreadsheet as CSV before uploading.
Can I assign a user to multiple teams?
Yes. In column H (Team IDs), separate multiple team IDs with a comma — no spaces.
What if a user doesn't receive their invite?
Check for typos in the email address. You can also resend the invite from the user's profile in People & Teams.