We know that uploading your existing data can be cumbersome and a big task. Here at UpKeep we want to try and make it as easy as we can. So we have made many How to steps and guides for each section of UpKeep where you may need to import your data.
Things to note:
Make sure you download EACH section template from the import section. Then copy or fill out each column with your data that needs to be imported.
Make sure you follow the guides in EACH doc and make sure the columns are formatted as per the guide states.
Excel and Google sheets like to auto format their columns when opening or saving so you make need to reformat the columns to match the guides and templates.
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 Remove old inventory, equipment, and any outdated information!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!
Links to How To docs for each section of UpKeep
Want to learn more?
For questions or concerns please reach out to Support at [email protected] or via chat in your Upkeep account under Contact US.