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.
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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 no matching name, a New Asset is created. If the NAME 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
If you need to Update the name of an Asset you need to use the Update Name Field/Column to change the name
You can import Parent and Sub at the same time, but the Parent needs to be higher/listed before sub locations on the sheet.
Example:
Name | Parent Location Name |
Parent Location | |
Sub Location | Parent Location Name |
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 NAME column. When done save the file for import.
When ready select Start Asset Import Process
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
|
E - Area | Zone 3, NE Corner | If you assign a location, you can specify an area within that location.
|
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
|
I - Worker Email | 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
|
L - Service Date | 11/25/2021 | Enter in the date the asset went into service/operation
|
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
|
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
|
R - Parts Name | HVAC Filter | The UpKeep Name of the part assigned to the Asset
|
R - Track Check Ins/Outs | True | Add the ability to have check in/check out for Asset
|
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]