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 parts 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.
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
|
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).
|
F - Area | Zone 3, NE Corner | A description of where the asset is located
|
G - Minimum Quantity | 5 | Number value
|
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 | This is the 10-character unique ID of the asset that this part is assigned to |
L - Assigned User ID | NOpyNXZ48d | This is the 10-character unique ID of the user that will be assigned to this part
|
M - Assigned Team ID | zpz3YxdBve | This is the 10-character unique ID of the team that will be assigned to this part
|
N - Assigned Vendor ID | b3LHynsOmJ | This is the 10-character unique ID of the vendor that will be assigned to this part
|
O - Assigned Customer ID | o2XpF3Q25W | This is the 10-character unique ID of the customer that will be assigned to this part
|