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How to Import/Update Locations
How to Import/Update Locations

Unlock the potential of spreadsheet magic to effortlessly import or update your locations and facilities information into UpKeep

Joseph Schmitt avatar
Written by Joseph Schmitt
Updated this week

Easily import your location data into UpKeep with our importing tool, supporting various formats including .csv, .tsv, .txt, .xls, .xlsx, and .xml. πŸ“Š If you manage multiple locations and have your data in spreadsheets, use our importing tool to effortlessly map your data into UpKeep. πŸš€

NOTES:

  • If you need to Update a Location you need to use the ID

  • You can import Parent and Sub at the same time, but the Parent needs to be higher/listed before sublocation on the sheet.

    Example:

Name

Parent Location

Parent Location

Sub Location

Parent Location

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


Importing Guide

  1. To create new Locations download the Location template by navigating to the import page and clicking "Download Template."

    Image 2-17-2023 at 4.22 PM

  2. To Update Locations select Export Current Locations and makes changes to any columns EXCEPT the ID column. When done save the file for import.

  3. Image 2-17-2023 at 4.19 PM

  4. When ready select Start Location Import Process, then select the file you saved from step 3.

    Image 2-17-2023 at 4.21 PM
  5. Click Upload data from file or enter the data manually in to the table provided below.

    *Please note it is possible to have duplicate named records, so we recommend all your locations have unique names.

    Image 2-17-2023 at 4.20 PM

  6. After uploading the file, make sure the first row contains column names. Click Yes if so.

    Image 2-17-2023 at 4.41 PM

7. Next Confirm Column Mapping. It is recommended to confirm all mapping or if no updates are happening on a column, to use the Ignore this column option for all fields.

Image 2-17-2023 at 4.36 PM

8. View the data you are going to import prior to clicking Finish at the bottom.

  • Changes can be made from this screen.

  • You can view errors before you click finish to correct any issues from here.

Image 2-17-2023 at 4.37 PM

Fields

Column Header

Example Entry

Acceptable Values/Format/Notes

Location ID

wsIziIM1Br

Used for updating your location. Leave Blank if adding new locations.

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

Main Factory

The Name of the Parent Location

  • Parent needs to exist in UpKeep or be higher on the import sheet then the child

F – Assigned to email

Email assignee is using for UpKeep

G – Team Assigned Name

Night Shift

Name in UpKeep of the desired Team

H – Customer Assigned Name

New Customer

Name in UpKeep of the desired Customer

I – Vendor Assigned Name

HVAC Vendor

Name in UpKeep of the desired Vendor

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