All Articles

How to Import Assets

This article explains how your team admin can upload assets in to UpKeep.

We have two levels of Asset hierarchy, our Parent Asset and our Child-Assets. Make sure you import your  Parent Assets first, then you can assign your Child-Asset to the Parent Asset.

Business Plus Users are able to add Columns K-P on their CSV for their Depreciation and Warranty Information

Parent Assets

First, let’s add in your Parent Assets (ex: HVAC unit)

 

  1. Download the sample CSV Asset Data Import Sheet.csv
  2. Open CSV in Excel
    • Do not remove any headers in row 1)
    • Add in your data starting with row 2)
    • Do not add anything to the “Parent Asset ID” column
    • To assign this Asset to a Location, fill in the Location ID in the “Location ID” column
    • To add in custom fields:
      • Title a new column CUSTOM|new field name, for example CUSTOM|GPS #
      • Add in your custom values in the rows below
  3. Save as a new CSV file
  4. Upload new CSV under the Assets tab > Import > Upload CSV

 

Asset Name Description Model Serial Number Area Additional Information Location ID Parent Asset ID User Assigned ID Category
CAR – 1 – Prod – Thermolator – Delta T 4 OAD: 60\”L x 38\”W x 70\”H 230-HT-1223 12348XWE Q4 TTP0gJh48D Leave blank Molding machine

 

Child Assets

Next, let’s add in your Child Assets (ex: a compressor that goes with the HVAC unit)

 

  1. Download another copy of sample CSV Asset Data Import Sheet.csv
  2. Open CSV in Excel
    • Do not remove any headers in row 1)
    • Add in your data starting with row 2)
    • In the “Parent Asset ID” column, fill in the name of the corresponding Parent Asset ID. To find the Parent Asset ID:
      • Navigate to Assets.
      • Select the desired Asset.
      • Locate Asset ID via the URL Address. This is the last ten characters after the forward slash. Please see the example below:
  3. To add in custom fields:
    • Title a new column “CUSTOM|new field name”, for example “CUSTOM|GPS #”
    • Add in your custom values in the rows below
  4. Save as a new CSV file
  5. Upload new CSV under the Assets tab > Import > Upload CSV

 

Asset Name Description Model Serial Number Area Additional Information Location ID Parent Asset ID User Assigned ID Category
CAR – 1 – Prod – Hopper – Lakso 4 48KOL ETN45D3 Q4 TTP0gJh48D Z5bPwzxGA6 Hopper

Guide

 

Column Notes
A- Asset Name Enter in the Asset name

  • Note: We recommend that you keep your Asset names unique
  • Ex: Building 1 – HVAC #1
B – Description Enter in the Asset’s description

  • Ex: Specs, details
C – Model Enter in the Asset’s model information
D – Serial Number Enter in the Asset’s serial number or barcode

  • Note: This data will be used to generate your Assets’ QR Codes
E – Area Enter in a text description as to where the Asset lives

  • Ex: Zone 3, NE corner
F – Additional Information Enter in any additional Asset information
G – Location ID Locate the Location ID via the URL Address. This is the last ten characters after the forward slash. Please see the example below:

H – Parent Asset ID Locate the Asset ID via the URL Address. This is the last ten characters after the forward slash. Please see the example below:​
I – User Assigned ID   Select the user in the People & Teams section. This is the last ten characters after the forward slash. Please see the example below

J – Category Enter in a category for this Asset. Categories help “bucket” your Assets into groups and can be used as a filter option in the future

  • Ex: HVAC
K – Purchase Date (Available on Business Plus) Enter in the Asset’s purchase date (mm/dd/yyyy)

  • Ex: 11/25/18
L – Service Date (Available on Business Plus) Enter in the Asset’s service date (mm/dd/yyyy)

  • Ex: 11/28/18
M – Purchase Price (Available on Business Plus) Enter in the Asset’s purchase price

  • Ex: 20000
N – Warranty Expiration Date (Available on Business Plus) Enter in the Asset’s warranty expiration date (mm/dd/yyyy)

  • Ex: 11/25/22
O – Residual Price (Available on Business Plus) Enter in the Asset’s residual price

  • Ex: 2000
P – Useful Life (Available on Business Plus) Enter in the Asset’s useful life (in years)

  • Ex: 3 years
The maximum amount of Assets on an individual CSV is 1000, there is no limit to the total amount of Assets you can have.
Adding in your Assets? Join our Data Importing Webinar here.