Easily import your location data into UpKeep with our importing tool, supporting various formats including .csv, .tsv, .txt, .xls, .xlsx, and .xml. 📊 If you manage multiple locations and have your data in spreadsheets, use our importing tool to effortlessly map your data into UpKeep. 🚀
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
To create new Locations download the Location template by navigating to the import page and clicking "Download Template."
To Update Locations select Export Current Locations and makes changes to any columns EXCEPT the ID column. When done save the file for import.
When ready select Start Location Import Process, then select the file you saved from step 3.
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.
After uploading the file, make sure the first row contains column names. Click Yes if so.
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.
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.
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
|
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 |