Managing your inventory often requires using the correct import type to add or update records. In UpKeep, ensure you distinguish between "Parts Import" for updating existing part names or details, "Inventory Import" for adjusting part quantities, and "Asset Import" for introducing entirely new items.
Importing Guide
If there is no matching ID, a new record is not created under Inventory Import; instead, use the "Parts Import" option for such tasks.
Inventory Import updates part quantities based on IDs in your spreadsheet.
You can use CSV, XLS, XLSX, TSV, or XML Format.
You can also manually enter items to the table under import.
To update a part's name or details, use the "Parts Import" and ensure the ID field is included.
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 Ensure that "Parts Import" is used for updating names or details while choosing "Inventory Import" for quantity updates.
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.
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B- Name | Vacuum Pump Filter | Name of the part, text+number values
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C- Part Number | 24601 | The unique part number for the parts of your inventory line.
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D- Location Name | WHQ - Storage Room | Where the inventory of this part is located
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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
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P- Assigned Team Names | Day Shift 1 | Enter in the exact team names for any teams that need to be assigned to this part
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Q- Assigned Vendor Names | Vendor 1 | Enter the exact vendor names for any vendors you are assigning to this part
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R- Assigned Customer Names | Customer 1 | Enter the exact Customer names for any Customers you are assigning to this part
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S- Tags | Batteries | Enter the name of the Tag that you have set in the tag settings |