In Upkeep, you may have set your account up in a way where your parts 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 matched based on this ID when you imported. 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.

How to Import Parts

NOTE: You can only import a maximum of 1000 parts in each individual CSV at a time, but there is no limit to the total number of parts in your UpKeep account! Legacy Importing URL can be found here.

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

    1. Image 2022-07-07 at 11.39.33 AM

    2. You should now see this screen:

      Image 2022-07-07 at 11.40.10 AM
  2. Download “Sample Template” Sheet (or check out the GIF below)

  3. Open the CSV in Excel/Google Sheets

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

  5. Add in your data beginning with Row 2

  6. To add in custom fields, see the next section.*

  7. Save the CSV file

  8. Upload the CSV under the Parts tab > Import > Import your File

Here is a GIF of where you can find the CSV and upload it:

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 - Part Name

Vacuum Pump Filter

Name of the part, text+number values

  • TIP: If you have similar part names, try to keep them unique by adding another identifier

B - Description

Make/manufacturer information

Part description; specifications; details

C - Quantity

15

Number value; how much of this part you have on hand

D - Cost per Unit

89

Number value; the cost for each individual part

E - Barcode

7233498875

Synonymous with serial, is used to generate your parts' QR codes (which can be scanned using our mobile app).

  • 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

F - Area

Zone 3, NE Corner

A description of where the asset is located

  • TIP: Usually this is a more specific area within the location

G - Minimum Quantity

5

Number value

  • TIP: If the quantity on hand dips below this minimum quantity, the system will show a notification

H - Additional Part Information

Measurements/year of manufacturer

Enter any additional part details or information or part number

I - Location ID

zpz3YxdBve

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

J - Category

Vacuum

Categories are used to group parts together and can be used to filter your parts before downloading a report

K - Asset ID

P4p0cSNLrF,UfpQATDNJS

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

  • TIP: You can include multiple asset IDs by using a comma with no spaces

L - Assigned User ID

NOpyNXZ48d

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

  • Leave this field blank if not applicable

M - Assigned Team ID

zpz3YxdBve

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

  • Leave this field blank if not applicable

N - Assigned Vendor ID

b3LHynsOmJ

This is the 10-character unique ID of the vendor that will be assigned to this part

  • Leave this field blank if not applicable

O - Assigned Customer ID

o2XpF3Q25W

This is the 10-character unique ID of the customer that will be assigned to this part

  • Leave this field blank if not applicable


For any questions or concerns please reach out to technical support via chat or email [email protected]

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