If you need to update your parts via ID number please reach out to support FIRST via chat or email [email protected]. Please note the new way is how we are importing moving forward and we encourage you to asses and make changes that will allow this process to be much more smooth.

Steps:

Navigate to your Parts/Inventory section
Click the 3 dots in the right hand corner next to +part
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. This column is used to make changes to your existing parts based on its UpKeep assigned, unique 10-character ID
B - 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
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). 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
G - Created On	12/26/2020	Note: You will not be able to make changes in this column This column will provide the date the asset was created in UpKeep
H - Location	New Jersey Warehouse	NOTE: To make changes to the assigned location, change the Location ID (Column I) The Location name will automatically be updated once this CSV is uploaded You will not be able to make changes in this column
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 This column will provide the name of its Parent Asset
K - Area	Zone 3, NE Corner	A description of where the asset is located TIP: Usually this is a more specific area within the location
L - Minimum Quantity	5	Number value TIP: If the quantity on hand dips below this minimum quantity, the system will show a notification
M - Category	Vacuum	Categories are used to group parts together and can be used to filter your parts before downloading a report

For questions or concerns please reach out to Support at [email protected] or via chat in your Upkeep account under Contact US.