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

  1. Navigate to your Assets/Equipment Section

  2. Click on Import

  3. Click Download Current Assets

  4. Open CSV in Excel/Google Sheets

  5. Do not remove or change any headers in Row 1

  6. Make the necessary changes to your Assets

  7. Save the CSV file

  8. 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.


Guide

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!

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


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