When setting up your Inventory Lines you can have your part record and with that part you can use it across the different Inventory Lines across your different locations. So for this import we are focussing on the Part Record. We have instructions on importing the items of the Inventory Lines here.
If your team already has a record of your parts, you can import them into UpKeep using our CSV template! We can also download our current list of parts, make updates, and re-import the information to update it.
Please Note** File size is limited to 10MB
Importing your Part Records
Notes
Importing now matches based off the ID COLUMN of your import. If there is no matching ID, a New Part is created. If the ID Matches, then the Part will be updated with data on the spreadsheet.
You can use CSV, XLS, XLSX, TSV or XML Format
You can also manually enter items to the table manually under import
If you need to Update a Part you need to use the ID Field
You CANNOT create custom fields via Import at this time. The field can only be created on the part manually.
Importing Guide
To create new Parts, download the part's template by navigating to the import page and clicking "Download Template"
To Update EXISTING Parts, select "Export Current Parts" and makes changes to any columns EXCEPT the ID column. This column must remain on the import file as is. When done, save the file for import.
When ready, select Start Part Import Process
Upload your file or enter the data manually into the table provided
5. Confirm that the first row in your file is the Column ID/headers
6. Next, go through each column name to evaluate and confirm column mapping
For example, in your file, UpKeep uses Name for Part Names. If you call it something else, like Inventory Name, you would map Inventory Name to Name.
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
8. Select Finish
Template Fields
Column Header | Example Entry | Acceptable Values/Notes |
A- Part ID | wsIziIM1Br | Used for updating your parts. Leave Blank if adding new parts. |
B- Part Name | Vacuum Pump Filter | Name of the part, text+number values
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C- Part Number | 24601 | The unique part number for the parts of your inventory line.
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D- Description | Make/manufacturer information | Part description; specifications; details |
E- Category | Filters | Type of Part |
F- Mark Non-Stock | TRUE/FALSE | Is the Part Currently in Stock? |
G- Same Min Qty for all inventory lines | TRUE/FALSE | Are all parts on the line going to have the same minimum? |
H- Minimum Quantity | 5 | Number value
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I- Use randomly-generated barcodes(s) | TRUE/FALSE | If you want UpKeep to create Unique Barcodes for parts line (and the parts within it) |
J- Same Barcode for all inventory lines | TRUE/FALSE | Do you want all parts on the line to have the same barcode |
K- Barcode | 2324082324 | If you currently have an existing barcode you use for your Part |
L- Same cost for all inventory lines | TRUE/FALSE | Is the cost of the part the same at every location? |
M- Cost | 3 | Number Value |
N- Assigned User Emails | Enter the email address for any user that should be assigned to this part
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O- Assigned Team Names | Day Shift 1 | Enter in the exact team names for any teams that need to be assigned to this part
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P- Assigned Vendor Names | Vendor 1 | Enter the exact vendor names for any vendors you are assigning to this part
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Q- Assigned Customer Names | Customer 1 | Enter the exact Customer names for any Customers you are assigning to this part
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