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How to Import Parts

If your team already has a record of your parts list you can import them in to UpKeep using our CSV template! We can also download our current list of parts, make updates and re-import the information.

  • Download Parts Data Import” Sheet
  • Open CSV in Excel
  • Do not add or remove any headers in row 1)
  • Add in your data starting with row 2)
  • Below are instructions for filling out each column:
  • To add in custom fields:
  • Title a new column (starting from column P) CUSTOM|new field name, for example CUSTOM|GPS #
  • Add in your custom values in the rows below
  • Save as a new CSV file
Column Notes
A – Part Name Enter in a name for the Part
  • Ex: Vacuum pump filter
B – Description Enter in a description for the Part
  • Ex: Make/manufacturer information
C – Quantity Enter in your quantity on hand
  • Ex: 15
D – Cost per unit Enter in the cost for this Part
  • Ex: 89
E – Serial Number Enter in the Part’s Serial Number
  • If left blank, you can later go into this Part to assign a “Random Barcode”
F – Area Enter in a description as to where this Part is stored (this is not the Location)
  • Ex: Third shelf or Second closet
G – Minimum Quantity Enter in the minimum quantity for this Part. The system will show a notification for when your stock begins to run low
  • Ex: 5
H – Additional Part Details Enter in any additional Part details
  • Ex: Measurements or Year of manufacturer
I – Location Assigned ID Locate the Location ID via the URL Address. This is the last ten characters after the forward slash. Please see the example below:
J – Category Enter in a category for this Part. Categories will allow you to easily find a “group” of Parts in the future and generate accurate reports
  • Ex: Electrical
K – 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:​
L – Assigned User ID Locate the User Assigned ID via the URL Address.  Select the user in the People & Teams section. This is the last ten characters after the forward slash. Please see the example below
  • Leave blank if not applicable
M – Assigned Team ID Locate the Team Assigned ID via the URL Address.  Select the team in the People & Teams section. This is the last ten characters after the forward slash. Please see the example below
  • Leave blank if not applicable
N – Assigned Vendor ID Locate the Vendor Assigned ID via the URL Address.  Select the vendor in the Vendor section. This is the last ten characters after the forward slash. Please see the example below
  • Leave blank if not applicable
O – Assigned Customer ID Locate the Customer Assigned ID via the URL Address.  Select the Customer in the Customers section. This is the last ten characters after the forward slash. Please see the example below
  • Leave blank if not applicable
 
The maximum amount of Parts on an individual CSV is 1000, there is no limit to the total amount of Parts you can have.
 
Adding in your Parts? Join our Data Importing Webinar here.