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 now matches based off the NAME COLUMN of your import. If there is no matching name, a New Asset is created. If the NAME Matches, then the asset will be updated with data on the spreadsheet.

  • You can use CSV, XLS, XLSX, TSV or XML Format

    • You can also manually enter items to the table manually under import

  • 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.

Importing Guide

  1. To create new Parts, download the parts' template by navigating to the import page and clicking "Download Template"

  2. 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.

  3. When ready, select Start Part Import Process

  4. 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

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, make sure they are unique by adding another identifier such as the location name or part number

B - Updated Name

Vacuum Pump Filter Updated

Only use this column when making a name change to an existing part

C - Description

Make/manufacturer information

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).

  • 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 - Area

Zone 3, NE Corner

A description of where the asset is located

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

H - Minimum Quantity


Number value

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

I - Additional Part Information

Measurements/year of manufacturer

Enter any additional part details or information or part number

J - Location Name

Main Factory

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.

Acceptable values:

  • TRUE


M - Asset Name


Enter the exact name of your asset as found in your account

  • TIP: add multiple assets by separating them with a comma

N - Assigned User Emails

[email protected]

Enter the email address for any user that should be assigned to this part

  • Leave this field blank if not applicable

  • TIP: add multiple emails by separating them with a comma

O - Assigned Team Names

Day Shift 1

Enter in the exact team names for any teams that need to be assigned to this part

  • Leave this field blank if not applicable

  • TIP: add multiple teams by separating them with a comma

P - Assigned Vendor Names

Vendor 1

Enter the exact vendor names for any vendors you are assigning to this part

  • Leave this field blank if not applicable

  • TIP: add multiple vendors by separating them with a comma

Q - Assigned Customer Names

Kobe Bryant

Enter the exact customer names for any customers you are assigning to this part

  • Leave this field blank if not applicable

  • TIP: add multiple customers by separating them with a comma

For questions or concerns please reach out to Technical Support via chat or email [email protected]

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