Once you have your locations set up within UpKeep, you can also use our Update Feature to make mass updates to your locations! So if you need to bulk update any details to locations you’ve already created, you can do that with this feature!

NOTE: The CSV template used to update your parts is different from the one used to import new parts!

How to Bulk Update Locations

Navigate to your Locations section
Click on Import
Then, click on Download Current Locations
Open the CSV in Excel/Google Sheets
Do not remove or make any changes in Column A
Remove any rows or columns that you otherwise do not need to update
Save the CSV file
Upload that CSV under Locations > Import > “Drop CSV here” or “Choose File”

NOTE: You CAN accidentally delete or erase data by bulk updating if any cells that previously had data in them are left empty upon upload. Make sure to remove the column entirely if you are not updating that column.

Use this feature to change or update existing information and add new information to empty columns.

TIP: Use the History tab to check your previous import history and well as what errors you may have run into!

Guide

NOTE: There are certain columns you can or cannot make changes to.

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/Notes
A – ID	f4rKODEYsy	NOTE: Do NOT make any changes in this column. This column is used to make changes to your existing location based on its UpKeep assigned, unique 10-character ID
B – Name	SCWH – Carlsbad Building	Name or title of this location/building, text+number values TIP: If you have similar location names, try to keep them unique by adding another identifier
C – Address	2505 Palomar Airport Rd, Carlsbad, CA 92011	Full Address of this location
D – Longitude	33.1277562	Map coordinates
E – Latitude	-117.2702606	Map coordinates
F – Created By	[email protected]	The email of the user that created this location
G – Parent Location Name	SoCal Warehouse	Note: You can leave this field blank if you are updating this location into a sub-location Add the parent location ID into Column H
H – Parent Location ID	P4p0cSNLrF	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
I – Assigned To	Phil Jackson	Name or email of the user that is assigned to this location
J – Assigned To ID	zpz3YxdBve	This is the 10-character unique ID of the user(s) 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
K – Team Assigned	Tier 1 Maintenance team\|Admins	Name of the team that will be assigned to this location
L – Team Assigned ID	TTP0gJh48D\|zpz3YxdBve	This is the 10-character unique ID of the team(s) assigned to this location TIP: You can assign multiple teams by separating each ID with a vertical line \|
M – Customer Assigned	Johnny Walker	Names of the customers assigned to this location
N – Customer Assigned ID	CVtAO9gCDT	This is the 10-character unique ID of the customer(s) assigned to this location TIP: You can assign multiple customers by separating each ID with a vertical line \|
O – Vendor	Supply Central	Vendor name
P – Vendor Assigned ID	NOpyNXZ48d	This is the 10-character unique ID of the vendor(s) assigned to this location TIP: You can assign multiple vendors by separating each ID with a vertical line \|
Q – Created On	06/25/2020 16:00:49 PDT	The original date this location was created within UpKeep
R – Updated On	06/25/2020 16:00:49 PDT	The date of the last time this location was updated within UpKeep

TIP: If you experience any errors, try using the History tab under Import to see what rows may have failed and why!