How to Import Parts

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!

Video Tutorial on how to Import Parts

General Importing Webinar: Parts (at 20:18)

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.

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 - ID	f4rKODEYsy	NOTE: Do NOT make any changes in this column. This column is used to make changes to your existing parts based on its UpKeep assigned, unique 10-character ID
B - 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
C - Description	Make/manufacturer information	Part description; specifications; details
D - Quantity	15	Number value; how much of this part you have on hand
E - Cost per Unit	89	Number value; the cost for each individual part
F - 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
G - Created On	12/26/2020	Note: You will not be able to make changes in this column This column will provide the date the asset was created in UpKeep
H - Location	New Jersey Warehouse	NOTE: To make changes to the assigned location, change the Location ID (Column I) The Location name will automatically be updated once this CSV is uploaded You will not be able to make changes in this column
I - Location ID	zpz3YxdBve	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 This column will provide the name of its Parent Asset
K - Area	Zone 3, NE Corner	A description of where the asset is located TIP: Usually this is a more specific area within the location
L - Minimum Quantity	5	Number value TIP: If the quantity on hand dips below this minimum quantity, the system will show a notification
M - Category	Vacuum	Categories are used to group parts together and can be used to filter your parts before downloading a report