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.
NOTE: The CSV template to Update your parts is different from the one used to import new parts. Click here for more information on updating your parts!
How to Import Parts
NOTE: You can only import a maximum of 1000 parts in each individual CSV at a time, but there is no limit to the total number of parts in your UpKeep account!
- Download “Parts Data Import” Sheet (or check out the GIF below)
- Open the CSV in Excel/Google Sheets
- Do not add, remove or change any headers in Row 1
- Add in your data beginning with Row 2
- To add in custom fields, see the next section.*
- Save the CSV file
- Upload the CSV under the Parts tab > Import > Import your File
Here is a GIF of where you can find the CSV and upload it:
*Need to add a custom field?
- You can add custom additional properties to your locations beginning in Column P.
- Title a new column CUSTOM|(new field name/additional property).
For example: CUSTOM|GPS #
- Add in your custom values in the rows below.
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!
A - ID
NOTE: Do NOT make any changes in this column.
B - Part Name
Vacuum Pump Filter
Name of the part, text+number values
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 - Created On
Note: You will not be able to make changes in this column
H - Location
New Jersey Warehouse
NOTE: To make changes to the assigned location, change the Location ID (Column I)
I - Location ID
This is the 10-character unique ID of the location that this asset is assigned to
J - Address
202 Port Jersey Blvd # 2, Jersey City, NJ 07305
NOTE: You will not be able to make changes in this column
K - Area
Zone 3, NE Corner
A description of where the asset is located
L - Minimum Quantity
M - Category
Categories are used to group parts together and can be used to filter your parts before downloading a report