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How to Import Locations

How to Import Locations

Learn to import your locations and facilities into UpKeep using our CSV spreadsheet template
Joseph Schmitt avatar
Written by Joseph Schmitt
Updated this week

You and your team may operate in several locations or you might have assets stationed in different areas. Use your locations to organize and optimize your team’s workflow. If you have multiple locations, you can quickly add this data into UpKeep using the import feature.

There are two levels of location hierarchy: the Parent Location and Sub-Location. Your Sub-Locations would be more specific areas within the Parent Location. Here is a video tutorial on just importing your locations.

NOTE: Make sure to import your Parent Locations first. You’ll need to do this so you can assign your sub-locations to the Parent Locations by using the unique ID!

Start with your Parent Locations

Primary locations will include your main buildings, facilities, addresses, etc.

  1. Download the Location Data Import Sheet.csv
  2. Open the CSV in Excel or Google Sheets.
  3. Do not add, change, or remove any headers in Row 1
  4. Start adding information in Row 2. (Do not add anything to the “Parent Location ID” column – this will be used for sub-locations!)
  5. Save your CSV!
  6. Upload the CSV in the Locations tab > Import > Upload CSV.

TIP: The maximum amount of locations you can import at one time on a CSV is 1000. BUT there is no limit to the total amount of locations in the UpKeep system!

Here is a GIF on where to download the template and upload it:

Need to add a custom field?

  1. You can add custom additional properties to your locations beginning in Column G.
  2. Title a new column CUSTOM|(new field name/additional property).
  3. For example: CUSTOM|GPS #
  4. Add in your custom values in the rows below.

Sub-Locations

Sub-locations will include designated spaces or areas within the confines of your main building, facilities, etc. Some examples would be floors, zones, or rooms!

  1. You’ll need another copy of the sample CSV – Location Data Import Sheet.csv.
  2. Open the CSV in Excel or Google Sheets and make your edits.
  3. Do not add, change, or remove any headers in Row 1
  4. Start adding information in Row 2Add the 10-character Parent location ID to Column E.
  5. Save your CSV!
  6. Upload the CSV in the Locations tab > Import > Upload CSV.

TIP: The 10-character Parent location ID is found by clicking on the desired Parent Location. It is the last 10 characters after the forward-slash in the URL. You can also export your Parent Locations to a CSV (the IDs are found in Column A)!

Importing Guide

NOTE: The ID refers to a unique, UpKeep assigned ID. You can find each 10-character ID in the URL when clicking into the location/asset/part/etc. All IDs can also be found when exporting each data set in Column A of the CSV!

Column Header

Example Entry

Acceptable Values/Format/Notes

A – Name

Carlsbad Building

The name of your building/location

B – Address

2505 Palomar Airport Rd, Carlsbad, CA 92011

The full address for this location

C – Latitude

33.1277562

Map coordinates

D – Longitude

-117.2702606

Map coordinates

E – Parent Location ID

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This is the 10-character unique ID of the Parent location that you will assign this location to

  • NOTE: If you add a parent location ID, this location will be considered a sub-location
  • You will only be able to add this once you have created your parent locations
  • Leave this column blank if this is the parent location

F – Assigned to ID

zpz3YxdBve|H6oY7NpJuA

This is the 10-character unique ID of the user(s) that will be assigned to this location

  • TIP: You can assign multiple users by separating each ID with a vertical line |
  • TIP: If you have any, this is most important for Limited Technician user types because they need to be assigned to see locations they did not create

G – Team Assigned ID

TTP0gJh48D

This is the 10-character unique ID of the team(s) that you will assign this location to

  • TIP: You can assign multiple teams by separating each ID with a vertical line |

H – Customer Assigned ID

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This is the 10-character unique ID of the customer(s) that will be assigned to this location

  • TIP: You can assign multiple customers by separating each ID with a vertical line |

I – Vendor Assigned ID

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This is the 10-character unique ID of the vendor(s) that will be assigned to this location

  • TIP: You can assign multiple vendors by separating each ID with a vertical line |


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