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How to Import Locations

If you have multiple locations you can quickly add this data in to UpKeep using our import feature.

We have two levels of Location Hierarchy, our Parent Location and our Sub-Location. Make sure you import your Parent Locations first. You can then assign your Sub-Locations to your Parent Locations


Primary Locations

First, let’s add in your Primary Locations (ex: buildings, facilities)

 

 

    • Do not add or remove any headers in row 1)

 

    • Add in your data starting with row 2)

 

      • Do not add anything to the “Parent 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
  • Save as a new CSV file
  • Upload new CSV under the Locations tab > Import > Upload CSV
Name Address Latitude Longitude Parent Location ID
Carlsbad Building 2505 Palomar Airport Rd, Carlsbad, CA 92011 33.1277562 -117.2702606 Leave blank

Sub-Locations

Next, let’s add in the designated spaces inside your Primary Locations, or in other words, your Sub-Locations (ex: floors, zones)

 

    • Do not add or remove any headers in row 1)

 

    • Add in your data starting with row 2)

 

In the “Parent Location ID” column, fill in the ID of the corresponding Primary Location. To find the Primary Location ID:

 

  • Navigate to the Locations tab
  • Select the desired Location

Locate Location ID via the URL Address. This is the last ten characters after the forward slash. Please see the example below:

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
  • Save as a new CSV file
  • Upload new CSV under the Locations tab > Import > Upload CSV
Name Address Latitude Longitude Parent Location ID
Carlsbad – Floor 1       TTP0gJh48D

 
 
The maximum amount of Locations on an individual CSV is 1000, there is no limit to the total amount of Locations you can have.
 
If you wish to add custom Additional Properties for your Locations you can add CUSTOM|YourNameHere beginning in column F
Adding in your Locations? Join our Data Importing Webinar here.