Once we have our Parts in UpKeep, we can also use our Update Feature to make mass updates to our Parts. So if you need to bulk update the current quantity of your parts in inventory or other changes, you can do that with this feature!
NOTE: The CSV template used to update your parts is different from the one used to import new parts!
How to Bulk Update your Parts
- Navigate to your Parts/Inventory section
- Click on Update
- Download your Current Parts
- Open CSV in Excel/Google Sheets
- Do not remove or change any headers in Row 1
- Make necessary changes to your Parts
- Save the CSV file
- Upload new CSV under the Assets tab > Update > Upload CSV
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 parts.
You can find each 10-character ID in the URL when clicking into the location/asset/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 - Part Name | Vacuum Pump Filter | Name of the part, text+number values
|
C - Description | Make/manufacturer information | Part description; specifications; details |
D - Quantity | 15 | Number value; how much of this part you have on hand |
E - Cost per Unit | 89 | Number value; the cost for each individual part |
F - Barcode | 7233498875 | Synonymous with serial, is used to generate your parts' QR codes (which can be scanned using our mobile app).
|
G - Created On | 12/26/2020 | Note: You will not be able to make changes in this column
|
H - Location | New Jersey Warehouse | NOTE: To make changes to the assigned location, change the Location ID (Column I)
|
I - Location ID | zpz3YxdBve | This is the 10-character unique ID of the location that this asset is assigned to |
J - Address | 202 Port Jersey Blvd # 2, Jersey City, NJ 07305 | NOTE: You will not be able to make changes in this column
|
K - Area | Zone 3, NE Corner | A description of where the asset is located
|
L - Minimum Quantity | 5 | Number value
|
M - Category | Vacuum | Categories are used to group parts together and can be used to filter your parts before downloading a report |