This article explains how your team admin can import or update assets into UpKeep. You can add assets one at a time, but this will allow you to save a lot of time and import them all at once! You can even bulk update your assets as well.

We have Four levels on the Asset hierarchy. This includes our Parent Asset and our Child-Assets.

Child assets are components of the Parent asset where you may be completing work on or maintaining as well. Your assets may qualify as a child asset if your parent asset does not function without that asset.

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Video- How to Import Assets

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

Importing your Assets

Notes

Importing now matches based off the ID COLUMN of your import. If there is no matching ID, a New Asset is created. If the ID Matches, then the asset 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
You can import Parent Assets and Child Assets at the same time, but the Parent Asset needs to be higher/listed before child assets on the sheet.
Asset Custom Fields will need to exist in the UpKeep Account Prior to the import

Name	Parent Asset Name
Parent Asset
Child Asset	Parent Asset Name

Example of how spreadsheet looks:

How the above Spreadsheet looks in Review stage of Import Process in Upkeep.

Importing Guide

To create new Assets Download the Assets template by navigating to the import page and clicking "Download Template"
To Update Assets select Export Current Assets and makes changes to any columns EXCEPT the ID column. When done save the file for import.
When ready select Start Asset Import Process. Notice now that Asset ID is the first column instead of name. Please be aware it is possible to have duplicate named records, so we highly suggest each asset has a unique name.

4. Confirm that the first column is Asset ID/headers, then click Yes.

5. Next go through to evaluate and confirm column mapping.

6. View the data you are going to import.

Changes can be made from the table
It will notify you of any issues with the import

7. Select Finish when done.

Fields

If you are Changing the name of your Asset you can use the ID Column on your CSV

Column Header	Example Entry	Acceptable Values/Notes
Asset ID	wsIziIM1Br	Used for updating your Assets. Leave Blank if adding new Assets.
A - Name	Building 1 - HVAC 1	Enter a name/title for your Asset
B - Description	Any Relevant Asset Information	Enter a description for the asset
C - Model	38EZA048310	Model information for your asset or the type of asset it is
D - Serial Number	1839567340281	The Serial Number of the Asset
E - Barcode	7233498875	This is what is scanned on the mobile application TIP: If left blank, you can later assign a “Random Barcode” within UpKeep. NOTE: Excel may reformat your barcodes, which is not something UpKeep can control
F - Area	Zone 3, NE Corner	If you assign a location, you can specify an area within that location. NOTE: This is not the location, which is Column G
G - Additional Information	Measurements/year of manufacturer	Enter any additional Asset details or information
H - Location Name	Main Factory	The Name in UpKeep of the Location
I - Parent Asset ID	9GNzpuxG5m	The ID of the Parent Asset Parent needs to exist in UpKeep or be higher on the import sheet then the child ID can be found in the URL or via Asset Export
J - Worker Email	[email protected]	The UpKeep Email of the user assigned
K - Category	Fleet	Categories will allow you to easily find a group of assets in the future and generate accurate reports
L - Manufacturer	Company123	The maker of the Asset NOTE: Must be a Vendor that is in your UpKeep account
M - Purchase Date	11/25/2021	Enter in the Asset’s purchase date Format: mm/dd/yyyy
N - Service Date	11/25/2021	Enter in the date the asset went into service/operation Format: mm/dd/yyyy
O - Purchase Price	50000	Enter in the Asset’s purchase price
P - Warranty Expiration Date	11/25/2030	Enter in when the asset's warranty expires Format: mm/dd/yyyy
Q - Residual Price	2000	Enter in the asset's residual price
R - Useful Life	3 years	Enter the asset's useful life (in years) must be all lower case, no capitals
S - Team Name	Response Team	The UpKeep Team assigned to the Asset To Assign Multiple Teams use a comma Team 1, Team 2
T - Customer Assigned Name	Customer123	The Customer associated with the Asset Must be a customer within the customers section
U - Vendor Assigned Name	Vendor123	The Vendor Associated to the Asset Must be a vendor in your Vendors section
V - Parts Name	HVAC Filter	The UpKeep Name of the part assigned to the Asset To Assign Multiple Teams use a comma Part 1, Part 2
W - Track Check Ins/Outs	True	Add the ability to have check in/check out for Asset True or False
X - Check out Procedure	Fill out Form	What are the steps needed to check out this Asset?
Y - Check In Procedure	Alert the Manager	What are the steps needed to check in this Asset?

Note: Any Custom Fields will be available when downloading the template from your account. They can also be added and mapped in the import template.

How to Import Work Orders and Work Order History

How to Import/Update Locations

How to Import New and Update Parts

How to Import/Update Vendors and Customers

How to Import Meters