Importing/Updating Individual Parts In Your Inventory Lines

Once we have our parts all set we can add in all of our Inventory Lines. This would be to add the specific inventory items across your different locations. Each part number can only be represented once per location.

Importing Guide

If there is no matching ID, a Inventory record 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

Select the Import Option within the Parts section

Make sure it is set to Inventory in the dropdown.

If Updating Inventory select Export Current Inventories
If doing all new items you can go and download the template to get started

Template Fields

Column Header	Example Entry	Acceptable Values/Notes
A-Inventory ID	o7zKFtsF3K	Used for updating a part that is already in your inventory. Leave Blank if adding new parts. ID can be found by exporting your Inventory (in Column) ID can be found in the URL when viewing the part in UpKeep
B- Name	Vacuum Pump Filter	Name of the part, text+number values TIP: If you have similar part names, make sure they are unique by adding another identifier such as the location name or part number
C- Part Number	24601	The unique part number for the parts of your inventory line. Note: Can only use part number once per location
D- Location Name	WHQ - Storage Room	Where the inventory of this part is located Each Inventory Line needs to have a unique location within its Part Number Example Part X cannot be listed twice at Location Y
E- Description	Details	Any Details about the part
F- Quantity	15	Number Value
G- Cost per unit	2	Number Value
H- Barcode	53413357251	If the part within the line has a unique barcode
I- Area	Shelf 3	Where within the location can the part be found
J- Minimum Quantity	10	What is the minimum quantity threshold for this part
K- Additional Part Details	Details	Any other information that could be helpful with this part
L- Category	Filters	What type of part is this
M- Mark Non-Stock	TRUE/FALSE	Is the Part Currently in Stock?
N- Asset Name	HVAC 1	Any Assets associated with this specific Inventory Item
O- Assigned User Emails	[email protected]	Enter the email address for any user that should be assigned to this part Leave this field blank if not applicable TIP: add multiple emails by separating them with a comma
P- Assigned Team Names	Day Shift 1	Enter in the exact team names for any teams that need to be assigned to this part Leave this field blank if not applicable TIP: add multiple teams by separating them with a comma
Q- Assigned Vendor Names	Vendor 1	Enter the exact vendor names for any vendors you are assigning to this part Leave this field blank if not applicable TIP: add multiple vendors by separating them with a comma
R- Assigned Customer Names	Customer 1	Enter the exact Customer names for any Customers you are assigning to this part Leave this field blank if not applicable TIP: add multiple vendors by separating them with a comma

How to Import Work Orders and Work Order History

How to Import New and Update Parts

New - How to Bulk Update Parts

Updating Quantities Across your Inventory Lines

Importing/Updating Part Records with Multiple Inventory Lines