This feature is used to bulk update assets using a CSV. If you have a lot of assets in your account, this is most useful! The intended behavior of this feature is to overwrite existing information/fields or add new information to empty fields.
You CANNOT use this feature to ERASE information/data/fields.
NOTE: Keep in mind that the template CSV used to update your assets is slightly different from the one you use to import new assets! You’ll need to use this exact template for updating your assets.
Instead of downloading template, we want to download current assets.
NOTE: There is a maximum file size of 10 MB per CSV file that can be imported at one time!
How to Update your Assets
Navigate to your Assets/Equipment Section
Click on Import
Click Download Current Assets
Open CSV in Excel/Google Sheets
Do not remove or change any headers in Row 1
Make the necessary changes to your Assets
Save the CSV file
Upload this CSV file on the Import Page!
NOTE: You CAN accidentally delete or erase data by bulk updating if any cells that previously had data in them are left empty upon upload. Make sure to remove the column entirely if you are not updating that column.
Use this feature to change or update existing information and add new information to empty columns.
NOTE: There are certain columns you can or cannot make changes to.
NOTE: The ID refers to a unique, UpKeep assigned ID. Do NOT make changes in Column A as this is needed to bulk update your assets.
You can find each 10-character ID in the URL when clicking into the location/part/etc. All IDs can also be found when exporting each data set in Column A of the CSV!
A - ID
NOTE: Do NOT make any changes in this column.
B - Name
Building 1 - HVAC 1
Name of the asset, text+number values
C - Description
Enter a description for the asset
D - Type
Model information for your asset or type of asset
E - Barcode
Synonymous with Serial Number
F - Area
Zone 3, NE Corner
If you assign a location, you can specify an area within that location.
G - Additional Information
Measurements/year of manufacturer
Enter any additional Asset details or information
H - Location ID
This is the 10-character unique ID of the location that this asset is assigned to
I - Location
New Jersey Warehouse
NOTE: To make changes to the assigned location, change the Location ID (Column I)
J - Parent Asset ID
This is the 10-character unique ID of the parent asset that this child is assigned to
K - Parent
This is the name/title of the parent asset. This will only show if this asset is a child asset.
L - Worker ID
This is the 10-character unique ID of the user that will be assigned to this asset
M - Worker
The worker/user assigned to this asset
N - User Type
The user type for the assigned worker
O - Category
Categories will allow you to easily find a group of assets in the future and generate accurate reports
P - Purchase Date (mm/dd/yyyy)
Enter in the Asset’s purchase date
Q - Service Date (mm/dd/yyyy)
Enter in the date the asset went into service/operation
R - Purchase Price
Enter in the Asset’s purchase price
S - Warranty Expiration Date (mm/dd/yyyy)
Enter in when the asset's warranty expires
T - Residual Price
Enter in the asset's residual price
U - Useful Life (e.g 3 years)
Enter the asset's useful life (in years)
V - Team IDs
This is the 10-character unique ID of the team that will be assigned to this part
AB - Created Date
10/24/2020 04:40:31 NZDT
The date and time this asset was created