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How to Bulk Update Existing Work Orders (using a CSV)
How to Bulk Update Existing Work Orders (using a CSV)
Learn to update work orders using a CSV, similar to importing new work orders in bulk!
Ben On avatar
Written by Ben On
Updated over a week ago

Once your work orders are entered into UpKeep, you can use the Update feature to make mass updates to them - no matter if they were manually entered into UpKeep or imported.

NOTE: This feature cannot be used to bulk update repeating work orders. It is only available for regular, reactive work orders.

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

Download/Export the Work Orders You Want to Update

  1. Once your work orders are filtered, click on the 3 vertical dot options and click Export to CSV

  2. Select the columns you want to export or export all columns.

You can export all columns and make changes only to the columns/cells you need to update.

(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.)

TIP: You can also export just the columns you need to update. (However, Work Order Title and Priority will need to be exported and imported in the next step as well - you don't need to change them).

Make your Changes to the CSV

  1. Once you have downloaded the CSV, open it using Microsoft Excel or Google Sheets

  2. Make the changes you need to make (for example, updating the status of the work orders, changing the assigned assets or locations, etc)

  3. Once you have finished your changes, save the file

NOTE: Any changes will still need to follow the accepted values found in the Import Guide. Some columns cannot be edited or updated.

Import the CSV

  1. Click on the 3 vertical dot options

  2. Then, click on Import

  3. Choose your file or drag and drop your CSV file

  4. Click on Import Work Order and confirm Import

  5. If successful, it will show on the screen after loading.

TIP: If unsuccessful, you'll see an error message. Click on the Import History and click on the number of Failed Rows to see why those rows were not imported. Continue making your changes correctly and import them!

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