This feature is used to bulk update assets using a CSV and the Import page. 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 in fields or add new information to empty fields.
Currently we have 2 options for Bulk dating, depending on which screen you see NEW or LEGACY, you will need to follow corresponding steps below : )
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 the current asset template you will export out of your account via steps below.
Learn better visually?
How to Update your Assets via the NEW way
If your assets do not have similar names or they have a unique naming convention and you see the new Import screen, proceed below.
Before we get started we will need to download your current assets.
Here is where you do this on the NEW import screen
NOTE: If you DO NOT see the new import screen and your assets DO NOT have a unique naming convention and have very similar names, the please proceed to the LEGACY section further down.
Steps:
Navigate to your Assets/Equipment Section
Click on Import
Click Download Current Assets (see shots above for correct screen you see)
Open CSV in Excel/Google Sheets
Do not remove or change any headers in Row 1
Make the necessary changes to your Assets by correcting the data you see in the corresponding column. (use guide below for how to enter data into the column)
Save the CSV file
Click Start Asset Import Process
Upload this CSV file on the Import Page
Make sure the first row has column names click yes if they do
Next you need to CONFRIM (green) all columns you want updated and IGNORE (pink) all columns you DO NOT want updated, when done click NEXT.
You should then get a pop up window that will show you what all data is being added, if it all looks correct, click FINISH and YES on ready to Submit.
Once it the upload finished IF there are any issues you will see this box that you can review and download the error.
NOTE: There is a maximum file size of 10 MB per CSV file that can be imported at one time!
Quick walk through here!

Column Guide New Import Page
This is guide on how to enter data into the columns for import/updating
If you are Changing the name of your Asset you can use the Update Name Column on your CSV and leave NAME column alone
Column Header | Example Entry | Acceptable Values/Notes |
A - Name | Building 1 - HVAC 1 | Enter a name/title for your Asset |
B - Description | Make/Manufacturer information | Enter a description for the asset |
C - Type/Model | 38EZA048310 | Model information for your asset or the type of asset it is |
D - Barcode | 7233498875 | Synonymous with Serial Number
|
E - Area | Zone 3, NE Corner | If you assign a location, you can specify an area within that location.
|
F - Additional Information | Measurements/year of manufacturer | Enter any additional Asset details or information |
G - Location Name | Main Factory | The Name in UpKeep of the Location |
H - Parent Asset Name | HVAC1 | The UpKeep Name of the Parent Asset
|
I - Worker Email | The UpKeep Email of the user assigned | |
J - Category | Fleet | Categories will allow you to easily find a group of assets in the future and generate accurate reports |
K - Purchase Date | 11/25/2021 | Enter in the Asset’s purchase date
|
L - Service Date | 11/25/2021 | Enter in the date the asset went into service/operation
|
M - Purchase Price | 50000 | Enter in the Asset’s purchase price |
N - Warranty Expiration Date | 11/25/2030 | Enter in when the asset's warranty expires
|
O - Residual Price | 2000 | Enter in the asset's residual price |
P - Useful Life | 3 years | Enter the asset's useful life (in years) must be all lower case, no capitals |
Q - Team Name | Response Team | The UpKeep Team assigned to the Asset
|
R - Parts Name | HVAC Filter | The UpKeep Name of the part assigned to the Asset
|
R - Track Check Ins/Outs | True | Add the ability to have check in/check out for Asset
|
S - Check out Procedure | Fill out Form | What are the steps needed to check out this Asset? |
T - Check In Procedure | Alert the Manager | What are the steps needed to check in this Asset? |
How to Update your Assets via the LEGACY way
If you see the old screen on the Import page, these are the steps you will take to Bulk Update your assets. This is helpful for when you have asset names that are the same or very similar and you need to update via UpKeep ID.
Before we get started we will need to download your current assets.
Here is how you do it on the LEGACY screen

NOTE: If you see the NEW import page, but your asset names are similar and not unique and you need to update via the UpKeep ID, please reach out to [email protected] for help : )
Steps:
Navigate to your Assets/Equipment Section
Click on Import
Click Download Current Assets (see shots above for correct screen you see)
Open CSV in Excel/Google Sheets
Do not remove or change any headers in Row 1
Do not remove or change data in Column A (the ID column)
Make the necessary changes to your Assets by correcting the data you see in the corresponding column. (use guide below for how to enter data into the column)
Save the CSV file
Navigate to the Asset Import page, Upload your CSV file and hit Import.
NOTE: Updating via the Legacy way, 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.
Quick walk through here!

Column Guide Legacy Import Page
This is guide on how to enter data into the columns for import/updating
NOTES:
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!

Column Header | Example Entry | Acceptable Values/Notes |
A - ID | f4rKODEYsy | NOTE: Do NOT make any changes in this column.
|
B - Name | Building 1 - HVAC 1 | Name of the asset, text+number values
|
C - Description | Make/Manufacturer information | Enter a description for the asset |
D - Type | 38EZA048310 | Model information for your asset or type of asset |
E - Barcode | 7233498875 | 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 | zpz3YxdBve | 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 | P4p0cSNLrF | 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 | NOpyNXZ48d | This is the 10-character unique ID of the user that will be assigned to this asset
|
M - Worker | Kobe Bryant | The worker/user assigned to this asset |
N - User Type | Admin | The user type for the assigned worker |
O - Category | Fleet | Categories will allow you to easily find a group of assets in the future and generate accurate reports |
P - Purchase Date (mm/dd/yyyy) | 11/25/2021 | Enter in the Asset’s purchase date
|
Q - Service Date (mm/dd/yyyy) | 11/25/2021 | Enter in the date the asset went into service/operation
|
R - Purchase Price | 50000 | Enter in the Asset’s purchase price |
S - Warranty Expiration Date (mm/dd/yyyy) | 11/25/2030 | Enter in when the asset's warranty expires
|
T - Residual Price | 2000 | Enter in the asset's residual price |
U - Useful Life (e.g 3 years) | 3 years | Enter the asset's useful life (in years) |
V - Team IDs | zpz3YxdBve,Xx1235YDg5 | 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
|
Links for how to format columns in excel and google sheets:
Google Sheets: https://support.google.com/docs/answer/56470?hl=en&co=GENIE.Platform%3DDesktop
Have questions? Want Support to double check your file before import? Send us an email with the file attached and we can help. [email protected]