This article explains how your team admin can import or update assets in to 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.

Learn Better via Video? No worries click the button below to view our how to video : )

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


Importing your Assets

Notes

  • Importing now matches based off the NAME COLUMN of your import. If there is not matching name a new ASSET is created. If the NAME matches, then all data changed in all other columns will be updated.

  • You can use CSV, XLS, XLSX, TSV or XML Format

    • You can also manually enter items to the table

  • If you need to Update the name of an Asset you need to use the Update Name Field to change the name

  • Parent Assets must be entered before Child Assets

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

      • Example:

Name

Parent Location Name

Parent Location

Sub Location

Parent Location Name

Importing Guide

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

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

  3. When ready select Start Asset Import Process

  4. Upload your file or enter the data manually in to the table provided

5. Confirm that the first column is NAME same as your file

6. Next go through to evaluate and confirm column mapping

7. 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

8. Select Finish

Fields

  • If you are Changing the name of your Asset you can use the Update Name Column on your CSV

Column Header

Example Entry

Acceptable Values/Notes

A - Name

Building 1 - HVAC 1

Enter a name/title for your Asset

B - Description

Make/Manufacturer information

Enter a description for the asset

C - Type/Model

38EZA048310

Model information for your asset or the type of asset it is

D - Barcode

7233498875

Synonymous with Serial Number

  • 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

E - 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

F - Additional Information

Measurements/year of manufacturer

Enter any additional Asset details or information

G - Location Name

Main Factory

The Name in UpKeep of the Location

H - Parent Asset Name

HVAC1

The UpKeep Name of the Parent Asset

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

I - Worker Email

[email protected]

The UpKeep Email of the user assigned

J - Category

Fleet

Categories will allow you to easily find a group of assets in the future and generate accurate reports

K - Purchase Date

11/25/2021

Enter in the Asset’s purchase date

  • Format: mm/dd/yyyy

L - Service Date

11/25/2021

Enter in the date the asset went into service/operation

  • Format: mm/dd/yyyy

M - Purchase Price

50000

Enter in the Asset’s purchase price

N - Warranty Expiration Date

11/25/2030

Enter in when the asset's warranty expires

  • Format: mm/dd/yyyy

O - Residual Price

2000

Enter in the asset's residual price

P - Useful Life

3 years

Enter the asset's useful life (in years) must be all lower case, no capitals

Q - Team Name

Response Team

The UpKeep Team assigned to the Asset

  • To Assign Multiple Teams use a comma Team 1, Team 2

R - 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

R - Track Check Ins/Outs

True

Add the ability to have check in/check out for Asset

  • True or False

S - Check out Procedure

Fill out Form

What are the steps needed to check out this Asset?

T - Check In Procedure

Alert the Manager

What are the steps needed to check in this Asset?

For questions or concerns please reach out to Technical Support via chat or email [email protected]

Did this answer your question?