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
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!
A - ID
NOTE: Do NOT make any changes in this column.
B - Part Name
Vacuum Pump Filter
Name of the part, text+number values
C - Description
Part description; specifications; details
D - Quantity
Number value; how much of this part you have on hand
E - Cost per Unit
Number value; the cost for each individual part
F - Barcode
Synonymous with serial, is used to generate your parts' QR codes (which can be scanned using our mobile app).
G - Created On
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
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
M - Category
Categories are used to group parts together and can be used to filter your parts before downloading a report