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