Vendors and Customers in UpKeep can be used for tracking 3rd party information or for adding this 3rd party information to import documents such as Work Orders or Purchase Orders.

Please Note** File size is limited to 10MB and names MUST be unique.


How to Import Vendors

  1. Download the Vendors Data Import Template sheet found on the Import page (gif below)

  2. Open the Template file in Excel or Google Sheets

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

  4. Add your data beginning with Row 2

    Image 2022-09-09 at 3.53.24 PM
  5. Continue to fill in as many rows as data as you need. When done save the file as a CSV or XLSX file

  6. Go page to the Import page, Upload the new CSV/XLSX file

  7. When it is done, go back to the Vendors page and you will now see your Vendor data!

NOTE: You CANNOT update Vendor and customer data via bulk import, that can only be done manually at this time.


How to Import Customers

  1. Download the Customer Data Import Template sheet found on the Import page (gif below)

  2. Open the Template file in Excel or Google Sheets

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

  4. Add in your data beginning with Row 2

    Image-2022-09-09-at-3.58.18-PM
  5. Continue to fill in as many rows as data as you need. When done save the file as a CSV or XLSX file

  6. Go page to the Import page, Upload the new CSV/XLSX file

  7. When it is done, go back to the Vendors page and you will now see your Vendor data!

NOTES: You can only import a maximum of 200 customers on each CSV file. Currently, the maximum amount of total customers that you can save in your account is 1000. You also CANNOT update Vendor and customer data via bulk import, that can only be done manually at this time.

For any questions or concerns please reach out to Support at [email protected]

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