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

  1. Navigate to the Meters section

  2. Click on the 3 vertical dot options

  3. Then click on Import Meter Triggers

  4. Here, you can click Download Sample Template to download the template needed for this import

  5. Open the CSV file in Excel/Google Sheets

  6. Do not add, remove, or change any heads in Row 1

  7. Add your data beginning with Row 2

  8. Save the CSV file once you're done

  9. 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

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

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