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?

Please Note** File size is limited to 10MB and names MUST be unique.


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

UpKeep Maintenance Management - Google Chrome 2022-04-21 at 3.49.19 PM

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:

  1. Navigate to your Assets/Equipment Section

  2. Click on Import

  3. Click Download Current Assets (see shots above for correct screen you see)

  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 by correcting the data you see in the corresponding column. (use guide below for how to enter data into the column)

  7. Save the CSV file

  8. Click Start Asset Import Process

    UpKeep Maintenance Management - Google Chrome 2022-04-21 at 4.00.05 PM
  9. Upload this CSV file on the Import Page

    UpKeep Maintenance Management - Google Chrome 2022-04-21 at 4.01.49 PM
  10. Make sure the first row has column names click yes if they do

    UpKeep Maintenance Management - Google Chrome 2022-04-21 at 4.10.56 PM
  11. 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.

    UpKeep Maintenance Management - Google Chrome 2022-04-21 at 4.04.42 PM
  12. 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.

    UpKeep Maintenance Management - Google Chrome 2022-04-21 at 4.06.32 PM
  13. Once it the upload finished IF there are any issues you will see this box that you can review and download the error.

    UpKeep Maintenance Management - Google Chrome 2022-04-21 at 4.08.27 PM

    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

  • 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?

For questions or concerns please reach out to Technical Support via Chat or email [email protected]

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