By using Meters, you can quickly schedule work orders according to meter readings. You can measure mileage and other measures. Once you’ve reached your set measure, a work order can be automatically generated!
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.
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
|
B - Trigger Frequency | EVERY_TIME_REACHES | Only acceptable values:
|
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
|
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:
|
J - Category | Project | The category of the work orders that this meter trigger will create
|
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
|
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 |