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

  1. Go to your Assets/Equipment Section
  2. Select Update
  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 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!


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 - Asset 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 - Model

38EZA048310

Model information for your 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 - Category

Fleet

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.

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

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

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

K - User Assigned ID

NOpyNXZ48d

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

  • Leave this field blank if not applicable

L - Username Assigned to

[email protected]

Email address of the users this asset is assigned to

  • NOTE: You cannot edit this field/column. Edit Column K if you need to make changes.

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

  • NOTE: You cannot edit the field/column

O - Purchase Date (mm/dd/yyyy)

11/25/2021

Enter in the Asset’s purchase date

  • Format: mm/dd/yyyy

P - Service Date (mm/dd/yyyy)

11/25/2021

Enter in the date the asset went into service/operation

  • Format: mm/dd/yyyy

Q - Purchase Price

50000

Enter in the Asset’s purchase price

R - Warranty Expiration Date (mm/dd/yyyy)

11/25/2030

Enter in when the asset's warranty expires

  • Format: mm/dd/yyyy

S - Residual Price

2000

Enter in the asset's residual price

T - Useful Life (e.g 3 years)

3 years

Enter the asset's useful life (in years)

U - 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


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