Within UpKeep, you can maintain your entire inventory so you know exactly where things are. You can also use our barcode scanner for simple and easy access from a mobile device. You can set a minimum quantity for your parts. So when the quantity of a part dips below that minimum, you’ll be able to tell those parts are running low!
If your team already has a record of your parts, you can import them into UpKeep using our CSV template! We can also download our current list of parts, make updates, and re-import the information to update it.
Please Note** File size is limited to 10MB and names MUST be unique.
Importing your Parts
Notes
Importing now matches based off the ID COLUMN of your import. If there is no matching ID, a New Part is created. If the ID Matches, then the Part 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 a Part you need to use the ID Field
You CANNOT create custom fields via Import at this time. The field can only be created on the part manually.
Importing Guide
To create new Parts, download the part's template by navigating to the import page and clicking "Download Template"
To Update EXISTING Parts, select "Export Current Parts" and makes changes to any columns EXCEPT the ID column. This column must remain on the import file as is. When done, save the file for import.
When ready, select Start Part Import Process
Upload your file or enter the data manually into the table provided
5. Confirm that the first row in your file is the Column ID/headers
6. Next, go through each column name to evaluate and confirm column mapping
For example, in your file, UpKeep uses Name for Part Names. If you call it something else, like Inventory Name, you would map Inventory Name to Name.
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
Column Header | Example Entry | Acceptable Values/Notes |
A - ID | wsIziIM1Br | Used for updating your parts. Leave Blank if adding new parts. |
B - Name | Vacuum Pump Filter | Name of the part, text+number values
|
C - Part Number | 24601 | A part number can be shared across different locations
|
D - Description | Make/manufacturer information | Part description; specifications; details |
E - Quantity | 15 | Number value; how much of this part you have on hand
|
F - Cost per Unit | 89 | Number value; the cost for each individual part |
G - Barcode | 7233498875 | Synonymous with serial, is used to generate your parts' QR codes (which can be scanned using our mobile app).
|
H - Area | Zone 3, NE Corner | A description of where the asset is located
|
I - Minimum Quantity | 5 | Number value
|
J - Maximum Quantity | 20 | Number Value |
K - Additional Part Information | Measurements/year of manufacturer | Enter any additional part details or information or part number |
L - Location Name | Main Factory | The exact name of the location as found in your Locations section |
M - Category | Vacuum | Categories are used to group parts together and can be used to filter your parts before downloading a report |
N - Mark Non-Stock | TRUE | Notate whether this part you are creating should be marked as non-stock or not.
Acceptable values:
|
O - Mark Critical | TRUE | Notate whether this part you are creating should be marked as critical or not.
Acceptable values:
|
P - Asset Name | HVAC1 | Enter the exact name of your asset as found in your account
|
Q - Assigned User Emails | Enter the email address for any user that should be assigned to this part
| |
R - Assigned Team Names | Day Shift 1 | Enter in the exact team names for any teams that need to be assigned to this part
|
S - Assigned Vendor Names | Vendor 1 | Enter the exact vendor names for any vendors you are assigning to this part
|
T - Assigned Customer Names | Kobe Bryant | Enter the exact customer names for any customers you are assigning to this part
|