How to Bulk Update Assets

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

• TIP: If left blank, you can later assign a “Random Barcode” within UpKeep.

• NOTE: Excel may reformat your barcodes, which is not something UpKeep can control

E - Area

Zone 3, NE Corner

If you assign a location, you can specify an area within that location.

• NOTE: This is not the location, which is Column G

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

• Parent needs to exist in UpKeep or be higher on the import sheet then the child

I - Worker Email

[email protected]

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

• Format: mm/dd/yyyy

L - Service Date

11/25/2021

Enter in the date the asset went into service/operation

• Format: mm/dd/yyyy

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

• Format: mm/dd/yyyy

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

• To Assign Multiple Teams use a comma Team 1, Team 2

R - Parts Name

HVAC Filter

The UpKeep Name of the part assigned to the Asset

• To Assign Multiple Teams use a comma Part 1, Part 2

R - Track Check Ins/Outs

True

Add the ability to have check in/check out for Asset

• True or False

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?

Column Header

Example Entry

Acceptable Values/Notes

A - ID

f4rKODEYsy

NOTE: Do NOT make any changes in this column.

• This column is used to make changes to your existing assets based on its UpKeep assigned, unique 10-character ID

B - Name

Building 1 - HVAC 1

Name of the asset, text+number values

• TIP: If you have similar asset names, try to keep them unique by adding another identifier

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

• TIP: If left blank, you can later assign a “Random Barcode” within UpKeep.

• This is what is used to create QR codes in UpKeep.

• NOTE: Excel may reformat your barcodes, which is not something UpKeep can control

F - Area

Zone 3, NE Corner

If you assign a location, you can specify an area within that location.

• NOTE: This is not the location, which is Column H and Column I

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)

• The Location name will automatically be updated once this CSV is uploaded

• You will not be able to make changes in this column

J - Parent Asset ID

P4p0cSNLrF

This is the 10-character unique ID of the parent asset that this child is assigned to

• You will need this field filled out if you are changing an existing asset to a child asset (your parent asset must have already been created)

K - Parent

This is the name/title of the parent asset. This will only show if this asset is a child asset.

• NOTE: You cannot edit this field/column

• Leave this blank if you are updating an existing asset to a child, this will auto-populate using the Parent Asset ID

L - Worker ID

NOpyNXZ48d

This is the 10-character unique ID of the user that will be assigned to this asset

• Leave this field blank if not applicable

• TIP: If you have any, this is most important for Limited Technician user types because they need to be assigned to see assets they did not create

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

• Format: mm/dd/yyyy

Q - Service Date (mm/dd/yyyy)

11/25/2021

Enter in the date the asset went into service/operation

• Format: mm/dd/yyyy

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

• Format: mm/dd/yyyy

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

• Leave this field blank if not applicable

• You can add multiple IDs by using a comma with no spaces

AB - Created Date

10/24/2020 04:40:31 NZDT

The date and time this asset was created

• NOTE: You cannot edit the field/column