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How to Import your Data

Basic Data Importing

 Uploading your own data in UpKeep is easy. We’ve made it even easier with our quick how-to guide.

  • Export Data: Export the data from your current CMMS / EAM tool. Most CMMS / EAM tools give users the ability to export their data as a CSV file.
  • Clean Data: Before migrating your data into your new UpKeep account, now is the time to review and clean up your data. Remove old inventory, equipment, and any outdated information.
  • Map Data: Next, you’ll need to map your previous data fields to your new UpKeep data fields. Simply use our Asset Template or Inventory Template to map out your data. (Download the Sample Templates within your location/asset/inventory tab)
  • Import Data: Now you’re ready to import your asset/inventory data into your UpKeep account. Simply navigate to our asset/inventory tab, Press the “Import” button in the top right-hand corner of the assets page, and import your Asset Template or Inventory Template Sheet.

Importing Data

Want to learn more? Join our Data Importing Webinar here.
 or check out the video tutorial here.