How to Import Assets

This article explains how your team admin can upload 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 two levels on the Asset hierarchy. This includes our Parent Asset and our Child-Asset.

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.

TIP: Make sure you import your Parent Assets first so you can assign your Child-Asset to the Parent Asset by using the unique ID!

NOTE: Business Plus users are able to add Columns K-P on their CSV for their Depreciation and Warranty Information.

Parent Assets

First, let’s add in your Parent Assets. These are the main pieces of equipment or machinery. An example would be an HVAC unit or a truck.

Once your Parent Assets are imported, you can add your child assets or import them.

Before doing anything else, you'll need to download the sample template for Asset Import (click on the 3 dots options, then click Import, and finally click Download Template). You can also check out the GIF below!

Steps:

1. Open the CSV in Excel or Google Sheets

2. Do not remove or change any headers in Row 1

3. Add in your data beginning with Row 2

4. Do not add anything to the “Parent Asset ID” column - this will be used when importing child assets

5. To assign this Asset to a Location, fill in the Location ID in the “Location ID” column

6. See the next section to add custom fields*

7. Save the changes to the CSV

8. Upload the CSV on the Import page!

NOTE: The maximum file size for the import is 10 MB!

Here is a GIF of where you can find download the CSV and upload it:

*Need to add a custom field?

1. You can add custom additional properties to your locations beginning in Column R.

2. Title a new column CUSTOM|(new field name/additional property).
   For example: CUSTOM|GPS #

3. Add in your custom values in the rows below.

Child Assets

Next, let’s add in your Child Assets. These 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 child. An example would be a compressor that goes with the HVAC unit or the engine in a truck.

1. Download the sample CSV, we'll need a fresh copy of the template

2. Open the CSV in Excel or Google Sheets

3. Do not remove or change any headers in Row 1

4. Add in your data beginning with Row 2

5. This time, in the “Parent Asset ID” column, fill in the name of the corresponding Parent Asset ID (check the Guide section below for more information)

6. See the section above to add custom fields.*

7. Save the CSV

8. Upload the CSV on the Import page!

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!