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Importing/Updating Individual Parts In Your Inventory Lines
Importing/Updating Individual Parts In Your Inventory Lines

Making updates to your inventory lines

Jason Visenberg avatar
Written by Jason Visenberg
Updated over a week ago

Once we have our parts all set we can add in all of our Inventory Lines. This would be to add the specific inventory items across your different locations. Each part number can only be represented once per location.


Importing Guide

  • If there is no matching ID, a Inventory record is created. If the ID Matches, then the Part will be updated with data on the spreadsheet.

  • You can use CSV, XLS, XLSX, TSV or XML Format

    • You can also manually enter items to the table manually under import

  • If you need to Update a Part you need to use the ID Field

Select the Import Option within the Parts section

Make sure it is set to Inventory in the dropdown.

  • If Updating Inventory select Export Current Inventories

  • If doing all new items you can go and download the template to get started


Template Fields

Column Header

Example Entry

Acceptable Values/Notes

A-Inventory ID

o7zKFtsF3K

Used for updating a part that is already in your inventory. Leave Blank if adding new parts.

  • ID can be found by exporting your Inventory (in Column)

  • ID can be found in the URL when viewing the part in UpKeep

B- Name

Vacuum Pump Filter

Name of the part, text+number values

  • TIP: If you have similar part names, make sure they are unique by adding another identifier such as the location name or part number

C- Part Number

24601

The unique part number for the parts of your inventory line.

  • Note: Can only use part number once per location

D- Location Name

WHQ - Storage Room

Where the inventory of this part is located

  • Each Inventory Line needs to have a unique location within its Part Number

  • Example Part X cannot be listed twice at Location Y

E- Description

Details

Any Details about the part

F- Quantity

15

Number Value

G- Cost per unit

2

Number Value

H- Barcode

53413357251

If the part within the line has a unique barcode

I- Area

Shelf 3

Where within the location can the part be found

J- Minimum Quantity

10

What is the minimum quantity threshold for this part

K- Additional Part Details

Details

Any other information that could be helpful with this part

L- Category

Filters

What type of part is this

M- Mark Non-Stock

TRUE/FALSE

Is the Part Currently in Stock?

N- Asset Name

HVAC 1

Any Assets associated with this specific Inventory Item

O- Assigned User Emails

Enter the email address for any user that should be assigned to this part

  • Leave this field blank if not applicable

  • TIP: add multiple emails by separating them with a comma

P- Assigned Team Names

Day Shift 1

Enter in the exact team names for any teams that need to be assigned to this part

  • Leave this field blank if not applicable

  • TIP: add multiple teams by separating them with a comma

Q- Assigned Vendor Names

Vendor 1

Enter the exact vendor names for any vendors you are assigning to this part

  • Leave this field blank if not applicable

  • TIP: add multiple vendors by separating them with a comma

R- Assigned Customer Names

Customer 1

Enter the exact Customer names for any Customers you are assigning to this part

  • Leave this field blank if not applicable

  • TIP: add multiple vendors by separating them with a comma

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