How to Import Meter Work Order Triggers

By using Meters, you can quickly have work orders appear for work that needs to be done according to meter readings. For example: say you need to change the oil on a motor every 16,000 hrs and you log those hours through a Meter. You can have a work order fire off, the moment 16,000 hours has been entered.

This article explains how to import your meter work order triggers in bulk so you don't need to create them individually.

NOTE: Your METERS must already be created and exist within your UpKeep account in order to import meter triggers.

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

There is a Guide below that tells you exactly how to fill in each column.

How to Import Meter Triggers

Navigate to the Meters section
Click on the 3 vertical dot options
Then click on Import Meter Triggers
Here, you can click Download Sample Template to download the template needed for this import
Open the CSV file in Excel/Google Sheets
Do not add, remove, or change any heads in Row 1
Add your data beginning with Row 2
Save the CSV file once you're done
Upload the CSV on the same page you downloaded the template!

NOTE: The maximum number of triggers you can import at one time is 200 (or 200 rows at a time) but there is no overall limit in UpKeep to how many triggers you may have.

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!

NOTE: Your meters must already be created and exist within your UpKeep account in order to import meter triggers.

Column Header	Example Entry	Acceptable Values/Notes
A - Meter ID	f4rKODEYsy	This is the 10-character unique ID of the actual meter that this meter work order trigger is assigned to TIP: You can export your existing meters to find the Meter ID in Column A of that file.
B - Trigger Frequency	EVERY_TIME_REACHES	Only acceptable values: ONE_TIME_IS_GREATER_THAN ONE_TIME_IS_LESS_THAN EVERY_TIME_IS_LESS_THAN EVERY_TIME_IS_GREATER_THAN EVERY_TIME_IS_EQUAL_TO EVERY_TIME_REACHES
C - Trigger Value	5000	Number value to compare meter reading with
D - Title	Oil Change for Truck 1	Work order title for this meter work order trigger
E - User Assigned ID	RvkqJOt0Hj	This is the 10-character unique ID of the main worker that this meter work order trigger is assigned to TIP: Additional users can be assigned in Column K
F - Description	Oil change for Truck 1, needed every 5000 miles recorded	Add a work order description of what will be included in the meter trigger
G - Checklist ID	BD9nFKP0pi	This is the 10-character unique ID of the checklist that you will assign this meter work order trigger to
H - Esimated Duration	3	Number value representing duration in hours
I - Priority	LOW	Only acceptable values: LOW MEDIUM HIGH NONE
J - Category	Project	The category of the work orders that this meter trigger will create NOTE: The work order category must already exist in your account
K - Additional Worker IDs	zpz3YxdBve	This is the 10-character unique ID of the additional workers that this meter work order trigger is assigned to TIP: You can assign multiple users by separating each ID with a vertical line \|
L - Team Assigned ID	RGtkbMqJrl	This is the 10-character unique ID of the team that you will assign this meter work order trigger to
M - Location ID	PM0VMSNWkL	This is the 10-character unique ID of the location that you will assign this meter work order trigger to
N - Asset ID	CVtAO9gCDT	This is the 10-character unique ID of the asset that you will assign this meter work order trigger to

For questions or concerns please reach out to Support via email at [email protected] or chat from in your Upkeep Account.