In Upkeep, you may have set your account up in a way where your assets do not have unique names. With the Legacy way of importing we used to have, you would and could do this as an ID was assigned to the asset and we matdched based on this ID. The new way does not allow for this as it goes based off name.

Don't worry, we know many customer still need to be able to import this way and good news you can : )

This doc is going to walk you through how to import using an ID number and not unique name.

PLEASE NOTE: This will not be an option forever and you will need to update your assets to a unique name in the future at some point.

Want to see how to import the new way? Click the button below.


Ready to get started? First thing you need to do is reach out to technical support and let them know you need to import using an ID number. You can do this via chat or email [email protected]

Once you have the URL, proceed below.

Parent Assets

First, you will need to add in your Parent Assets. These are the main pieces of equipment or machinery. An example would be an HVAC unit or a truck.

Once your Parent Assets are imported, you can add your child assets or import them.

Steps:

  1. Go to the Asset Import page, copy the URL you received from Technical Support into the search bar.

    1. Image 2022-07-05 at 2.10.00 PM

    2. You should now see this screen:

      Image 2022-07-05 at 2.03.39 PM
  2. Next Download the template ( See Gif below)

  3. Open the CSV in Excel or Google Sheets

  4. Do not remove or change any headers in Row 1

  5. Add in your data beginning with Row 2

  6. Do not add anything to the “Parent Asset ID” column - this will be used when importing child assets

  7. To assign this Asset to a Location, fill in the Location ID in the “Location ID” column (see guide below for how to find ID)

  8. Save the changes to the CSV

  9. Upload the CSV on the Import page!

NOTE: The maximum file size for the import is 10 MB!


Child Assets

Next, let’s add in your Child Assets. These are components of the Parent asset where you may be completing work on or maintaining as well. Your assets may qualify as a child asset if your parent asset does not function without that child. An example would be a compressor that goes with the HVAC unit or the engine in a truck.

  1. Download the sample CSV, we'll need a fresh copy of the template

  2. Open the CSV in Excel or Google Sheets

  3. Do not remove or change any headers in Row 1

  4. Add in your data beginning with Row 2

  5. This time, in the “Parent Asset ID” column, fill in the name of the corresponding Parent Asset ID (check the Guide section below for more information)

  6. Save the CSV

  7. Upload the CSV on the Import page!


Guide

NOTE: The ID refers to a unique, UpKeep assigned ID. You can find each 10-character ID in the URL when clicking into the location/asset/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 - 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

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 ID

CVtAO9gCDT

This is the 10-character unique ID of the location that this asset is assigned to

H - Parent Asset ID

P4p0cSNLrF

This is the 10-character unique ID of the parent asset that this child is assigned to

  • You will need this field filled out if you are importing child assets (your parent assets must have already been created)

I - Worker ID

NOpyNXZ48d

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

  • Leave this field blank if not applicable

  • TIP: If you have any, this is most important for Limited Technician user types because they need to be assigned to see assets they did not create

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)

Q - Team IDs

zpz3YxdBve,Xx1235YDg5

This is the 10-character unique ID of the team that will be assigned to this asset

  • Leave this field blank if not applicable

  • You can add multiple IDs by using a comma with no spaces

For any questions or concerns or to obtain the URL link you need please reach out to technical Support via chat or email [email protected]

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