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!

  1. Download Parts Data ImportSheet (or check out the GIF below)

  2. Open the CSV in Excel/Google Sheets

  3. Do not add, remove or change any headers in Row 1

  4. Add in your data beginning with Row 2

  5. To add in custom fields, see the next section.*

  6. Save the CSV file

  7. 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?

  1. You can add custom additional properties to your parts beginning in Column P.

  2. Title a new column CUSTOM|(new field name/additional property).
    For example: CUSTOM|GPS #

  3. Add in your custom values in the rows below.


Guide

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!

Column Header

Example Entry

Acceptable Values/Notes

A - Part Name

Vacuum Pump Filter

Name of the part, text+number values

  • TIP: If you have similar part names, try to keep them unique by adding another identifier

B - Description

Make/manufacturer information

Part description; specifications; details

C - Quantity

15

Number value; how much of this part you have on hand

D - Cost per Unit

89

Number value; the cost for each individual part

E - Barcode

7233498875

Synonymous with serial, is used to generate your parts' QR codes (which can be scanned using our mobile app).

  • 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

F - Area

Zone 3, NE Corner

A description of where the asset is located

  • TIP: Usually this is a more specific area within the location

G - Minimum Quantity

5

Number value

  • TIP: If the quantity on hand dips below this minimum quantity, the system will show a notification

H - Additional Part Information

Measurements/year of manufacturer

Enter any additional part details or information or part number

I - Location ID

zpz3YxdBve

This is the 10-character unique ID of the location that this asset is assigned to

J - Category

Vacuum

Categories are used to group parts together and can be used to filter your parts before downloading a report

K - Asset ID

P4p0cSNLrF,UfpQATDNJS

This is the 10-character unique ID of the asset that this part is assigned to

  • TIP: You can include multiple asset IDs by using a comma with no spaces

L - Assigned User ID

NOpyNXZ48d

This is the 10-character unique ID of the user that will be assigned to this part

  • Leave this field blank if not applicable

M - Assigned Team ID

zpz3YxdBve

This is the 10-character unique ID of the team that will be assigned to this part

  • Leave this field blank if not applicable

N - Assigned Vendor ID

b3LHynsOmJ

This is the 10-character unique ID of the vendor that will be assigned to this part

  • Leave this field blank if not applicable

O - Assigned Customer ID

o2XpF3Q25W

This is the 10-character unique ID of the customer that will be assigned to this part

  • Leave this field blank if not applicable

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