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.
How to Update your Assets
- Go to your Assets/Equipment Section
- Select Update
- 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 new CSV under the Assets tab > Update > Upload CSV
TIP: You can change or update existing information and add new information to empty columns, but you cannot erase or delete existing information!
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 - Asset Name
Building 1 - HVAC 1
Name of the asset, text+number values
C - Description
Enter a description for the asset
D - Model
Model information for your asset
E - Barcode
Synonymous with Serial Number
F - Category
Categories will allow you to easily find a group of assets in the future and generate accurate reports
G - Area
Zone 3, NE Corner
If you assign a location, you can specify an area within that location.
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
This is the name/title of the parent asset. This will only show if this asset is a child asset.
K - User Assigned ID
This is the 10-character unique ID of the user that will be assigned to this part
L - Username Assigned to
Email address of the users this asset is assigned to
M - Additional Information
Measurements/year of manufacturer
Enter any additional Asset details or information
N - Created On
10/24/2020 04:40:31 NZDT
The date and time this asset was created
O - Purchase Date (mm/dd/yyyy)
Enter in the Asset’s purchase date
P - Service Date (mm/dd/yyyy)
Enter in the date the asset went into service/operation
Q - Purchase Price
Enter in the Asset’s purchase price
R - Warranty Expiration Date (mm/dd/yyyy)
Enter in when the asset's warranty expires
S - Residual Price
Enter in the asset's residual price
T - Useful Life (e.g 3 years)
Enter the asset's useful life (in years)
U - Team IDs
This is the 10-character unique ID of the team that will be assigned to this part