This article will go over how your team admin can create new PM triggers in bulk, so it does not need to be manually entered one at a time. This is especially helpful if you have multiple PM triggers that will be similar in tasks, description of work, etc.

Please Note** File size is limited to 10MB and names MUST be unique.

Notes

Importing now matches based off the PM Trigger ID COLUMN of your import. If there is not matching ID a new PM is created. If the ID matches, then all data changed in all other columns will be updated.
You can use CSV, XLS, XLSX, TSV or XML Format
- You can also manually enter items to the table
If you need to Update the name of a PM Trigger you need to use the PM Trigger Name to change the name

Importing Guide

To create new PMs Download the PMs template by navigating to the import page and clicking "Download Template"
To Update PM Triggers select Export Current PM Triggers and makes changes to any columns EXCEPT the ID column. When done save the file locally for import.
If you only want to update certain PM triggers, you can filter them using our filters, then select the Export Filtered View.
When ready select Start PM Trigger Import Process
Upload your file by clicking Upload data from file, or enter the data manually in to the table provided

5. Confirm that the first row is ID/headers same as your file, then select YES if it matches

6. Next go through to evaluate and confirm column mapping. You MUST confirm ID column as this is what we use now to identify the PM Trigger you are updating or creating new.

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7. View the data you are going to import

Changes can be made from the table
It will notify you of any issues with the import. You can correct issues from this screen and there will be a notification explaining what the issue is.

8. Select Finish and YES

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Import Errors

Sometimes when you import your file you may have thought you had all the data in there, but it may turn out that you did not. Once your import goes through if there are any issues an Orange error box will show and you can review the issues

you can also down load the issues for review as well. Make sure you double check the CSV file guide below to make sure data is entered correctly.

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Guide on how to enter data for each column

Where to locate the ID of a PM Trigger

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Can Also be found in Column A of the export file of current PM Triggers

Column Header	Example Entry	Acceptable Values/Notes
A- PM Trigger ID	I32q3G0hfz	10 Character ID assigned and created by UpKeep for objects created in UpKeep Note: Only Needed when updating triggers For Updates you just need the trigger ID and the fields you wish to update **CANNOT BE EDITED
B - PM Trigger Name	Monthly Recurring PM 1	NOTE: Each Trigger Needs a Unique ID Name This is the unique identifier
C - Starts On Date	06/11/2099 11:30:00	This is the date that you would like your trigger to begin firing off new work orders Format: MM/DD/YYYY HH:MM:SS NOTES: It must be a future date It must be MM/DD/YYYY even if your settings are DD/MM/YYYY. Needs to have HH:MM:SS Cannot Be Edited
D - Ends on Date	06/11/2100	Any work orders with a scheduled due date past this date will not be generated Format: MM/DD/YYYY
E - Timezone	America/Los_Angeles	Check out the full list of acceptable timezones!
F - This Reoccurs Every (Number)	7	Enter in a numeric value Example if it is every 7 days enter the Number 7 NOTE: This is how often you want the WOs to repeat This Field is Required
G - This Reoccurs Every (Days/Weeks/Months/Years)	Days	The Frequency (since you entered the numerical value in Column G, this is the Unit (Days,Weeks, Months, Years) Acceptable Values day(s) week(s) week(s) by days of the week On Specific Days month(s) month(s) by days of the month month(s) by position of month Example First Monday year(s) NOTE: This field is required
H - On Day(s) Of Week	MO, TU, WE, TH, FR, SA, SU, DAY	Only acceptable values: ___ Day(s)/Week(s)/Month(s)/Year(s) On the Mo/Tu/We/Th/Fr/Sa/Su If doing Position of Month DAY will be added to this field
I - On Day Of Month	15	Enter the DAY (1,2,3 etc.) Of the Month you want this to fire off on
J -Creation Cadence Interval	2	The Interval Number for your creation Cadence NOTE: This is how soon you would like to see the Work Order on your Work Orders list before it is due
K - Creation Cadence Frequency	days(s)
L - Next Occurrence Is Based On Completion (YES/NO)	YES	If a trigger is: Regularly scheduled, work orders will be generated regardless of the status of previous work orders. Enter NO After completion, work orders will only be generated after the previous is marked complete Enter YES
M- Work Order Title	Monthly PM – HVAC	Title of the work order. If you have multiple work orders with similar names, it may be best to include other identifying information. NOTE: This field is required
N - Work Order Description	Perform monthly maintenance activities for the HVAC unit.	Enter the description of your work order
O - Work Order Priority	Medium	Only acceptable values: None Low Medium High
P - Work Order Category	Preventative – Electrical	Acceptable values: All default Category values and custom created categories NOTE: The entry has to also exist in your categories section
Q - Asset Name	HVAC 1	Asset Must Exist in UpKeep Account
R - Location Name	Home Base	Location Must already exist in UpKeep Account TIP: You can leave this field blank IF your asset for this WO is already assigned to a location. When the WO is created, the location is auto-assigned.
S - Primary Assignee email	[email protected]	Users email in UpKeep NOTE: This person will receive the credit for this WO in your reports
T - Additional People email	[email protected], [email protected]	Additional Team Members assigned NOTE: Leave blank if no additional worker TIP: You can add multiple Additional Worker IDs separated by a comma
U - Team Name	HVAC Team	Team Name in UpKeep Team must already exist Leave this field blank if not applicable TIP: You can add multiple Team IDs separated by a comma
V - Requires Signature (YES/NO)	NO	Only acceptable values: YES NO
W - Estimate Hours	3	The number of hours you’d like to block off on the Scheduler for this activity, based on how long you anticipate this will take to complete. NOTE: You can only input whole numbers like 3. You cannot input fractions or decimal numbers like 3.5.
X - Checklist ID	KZDe7nhHPi	Checklist must already exist in UpKeep NOTE: To upload additional checklists use a comma (,) to separate them
Y - Archived Status (YES/NO)	NO	On Update if you are archiving the PM Can also leave blank
Z - Create First PM Now (YES/NO)	YES	Do you want to create the first PM now or use the creation cadence? Example PM set to start March 25, 2030 If YES Work Order will create now If NO Work Order will create X before it is due (based on your entries in Column K, L) NOTE: Based on Completion Triggers will always create the first Work Order now
AA -Paused	NO	Do you want to Pause/Restart the PM Trigger from creating work orders

How to Import Meter Work Order Triggers

How to Create PM Schedules

How to Import PM Trigger Templates

How to Import PM Trigger Schedules

How to Import Preventive Maintenance