Once we have our Parts in UpKeep, we can also use our Update Feature to make mass updates to our Parts. So if you need to bulk update the current quantity of your parts in inventory or other changes, you can do that with this feature!
NOTE: The CSV template used to update your parts is different depending on how you need to update. Review below before making changes : )
Please Note** File size is limited to 10MB and names MUST be unique.
How to Update your Parts via the NEW way
If your parts do not have similar names or they have a unique naming convention and you see the new Import screen, proceed below.
Before we get started we will need to download your current parts first.
Here is where you do this on the NEW import screen
Steps:
Navigate to your Parts/Inventory Section
Click the 3 dots in the right hand corner next to +part
Click Export Current Parts (see shots above)
Open CSV in Excel/Google Sheets
Do not remove or change any headers in Row 1
Make the necessary changes to your Assets by correcting the data you see in the corresponding column. (use guide below for how to enter data into the column)
Save the CSV file
Click Start Part Import Process
Upload this CSV file on the Import Page
Make sure the first row has column names click yes if they do
Next you need to CONFRIM (yellow arrow) all columns you want updated and IGNORE (black arrows) all columns you DO NOT want updated, If the field name does not match up, you can click the drop down and choose which field the dat should map too (pink arrow) when done click NEXT at the bottom.
You should then get a pop up window that will show you what all data is being added, if it all looks correct, click FINISH and YES on ready to Submit. If you want to check if there are issues with your file, click the toggle to only show rows with issues (pink arrow)
Once it the upload finished IF there are any issues you will see this box that you can review and download the error.
NOTE: There is a maximum file size of 10 MB per CSV file that can be imported at one time!
Quick walk through here!
Column Guide New Import Page
This is guide on how to enter data into the columns for import/updating
If you are Changing the name of your Asset you can use the Update Name Column on your CSV and leave NAME column alone
Column Header | Example Entry | Acceptable Values/Notes |
A - Name
| Building 1 - HVAC 1 | Enter a name/title for your Asset |
B - Update Name | New Part Name: Building 1 - HVAC 1-998 | used for ONLY changing the name of your parts. otherwise leave empty |
C - Description | Make/manufacturer information | Part description; specifications; details |
D - Quantity | 15 | Number value; how much of this part you have on hand |
E - Cost per Unit | 89 | Number value; the cost for each individual part |
F - Barcode | 7233498875 | Synonymous with serial, is used to generate your parts' QR codes (which can be scanned using our mobile app).
|
G - Area | Zone 3, NE Corner | A description of where the asset is located
|
H - Minimum Quantity | 5 | Number value
|
I - Additional Part Details | Model Number 445566 | Numbers or Letters only
|
J - Location Name | New Jersey Warehouse | Must match your location name in UpKeep. |
K - Category | Vacuum | Categories are used to group parts together and can be used to filter your parts before downloading a report |
L - Mark Non-Stock | TRUE/FALSE | Must be capital and only TRUE or FALSE |
M - Asset Names | Standing Floor Mixer | Must match your Asset name in UpKeep. |
N - Assigned User Emails | You can find the user email in People and Teams section. | |
O - Assigned Team Names | Team Bravo | You can find the team name under the TEAMS tab, in the People and Teams section |
P - Assigned Vendor Names | Mr. Fix It | You can find the vendor name under the Vendors and Customers section |
Q - Assigned Customer Names | Firestone Apartments | You can find the customer tab name under the Vendors and Customers section |
For questions or concerns please reach out to Support at [email protected] or via chat in your Upkeep account under Contact US.