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
Importing is now based on the NAME COLUMN of your import. If there is no matching name, a new Part 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 into the table
If you need to Update the name of a Part you need to use the Update Name Field to change the name
You CANNOT create custom fields via Import at this time. The field can only be created on the part manually.
To create new Parts, download the parts' template by navigating to the import page and clicking "Download Template"
To Update EXISTING 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 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 Names/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
A - Part Name
Vacuum Pump Filter
Name of the part, text+number values
B - Updated Name
Vacuum Pump Filter Updated
Only use this column when making a name change to an existing part
C - Description
Part description; specifications; details
D - Quantity
Number value; how much of this part you have on hand
E - Cost per Unit
Number value; the cost for each individual part
F - Barcode
Synonymous with serial, is used to generate your parts' QR codes (which can be scanned using our mobile app).
G - Area
Zone 3, NE Corner
A description of where the asset is located
H - Minimum Quantity
I - Additional Part Information
Measurements/year of manufacturer
Enter any additional part details or information or part number
J - Location Name
The exact name of the location as found in your Locations section
K - Category
Categories are used to group parts together and can be used to filter your parts before downloading a report
L - Mark Non-Stock
Notate whether this part you are creating should be marked as non-stock or not.
M - Asset Name
Enter the exact name of your asset as found in your account
N - Assigned User Emails
Enter the email address for any user that should be assigned to this part
O - Assigned Team Names
Day Shift 1
Enter in the exact team names for any teams that need to be assigned to this part
P - Assigned Vendor Names
Enter the exact vendor names for any vendors you are assigning to this part
Q - Assigned Customer Names
Enter the exact customer names for any customers you are assigning to this part
For questions or concerns please reach out to Technical Support via chat or email [email protected]