Basic Data Importing
Uploading your own data in UpKeep is easy. We’ve made it even easier with our quick how-to guide!
1 - Export Data: Export the data from your current CMMS / EAM tool. Most CMMS / EAM tools give users the ability to export their data as a CSV file
2 - Clean Data: Before migrating your data into your new UpKeep account, take the time to review and clean up your data. Remove old inventory, equipment, and any outdated information!
3 - Map Data: Next, you’ll need to map your previous data fields to your new UpKeep data fields. Simply use our Location/Asset/Inventory Template to map out your data. (Download the Sample Templates within your location/asset/inventory tab!)
4 - Import Data: Now you’re ready to import your data into your UpKeep account. Simply navigate to the right section or tab, click on the “Import” button in the top right-hand corner of the assets page, and import your Location/Asset/Inventory Template Sheet!
How to Import Data
- Import Work Order History
- Import Locations
- Import Assets
- Import Parts
- Import Meters
- Import Vendors
- Find the ID For Importing
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