If you are adding multiple users to your UpKeep team, you can do this through our importing function! If you would like to learn about these different user roles and what they mean, you can learn more here.
Needed to add just one user and don’t want to have to import? Check out our article on how to add People & Teams!
How to Import Users to your UpKeep team
Download our Sample Template for People & Teams. Click Here
Open the CSV file in Excel/Google Sheets
Do not add, remove, or change any headers in Row 1
Add your data beginning with Row 2
Save the CSV file
Upload the new CSV file under People & Teams > Import > Import your File
User Template Fields
Column Header | Example Entry | Acceptable Values/Notes |
A - Email | A valid email address is required
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B - User Type | TECH | Only valid, acceptable values:
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C - First Name | Peyton | First Name that you wish to be reflected in UpKeep |
D - Last Name | Manning | The Last Name that you wish to be reflected in Upkeep |
E - Job Title | QB1 | The users job title within your organization |
F - Company Name | NFL | The companies name (If different from what it is the account default)
NOTE:
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G - Phone Number | 555-867-5309 | The Users Phone Number |
H - Team IDs | abcdef,ghijkl | This is the 10-character unique ID of the team this user will be added to
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I - Is Location Based User (Yes/No) | Yes |
NOTE:
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J - Location Based User Location IDs | u0JW5WNvmt,Y0VjuEmb9u | The UpKeep ID of the locations you would want the user to have access to
NOTE:
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Importing Teams
Looking to group your users in to teams? Use importing to quickly create and update your teams!
A - Team ID | mltI4jbDaQ | The UpKeep ID of the Team
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B - Name | Engineering Team | The name of the team in UpKeep |
C - Description | All Engineers | Describing any details of this team |
D - Assigned User Emails | Emails of all of the users assigned to the team
NOTE:
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