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How to Import Users to your UpKeep Team

If you are adding multiple users to your UpKeep team you can do this through our importing function. If you would like to learn about this different user roles you can learn more here.

  1. Download Custom Import Data Collection Sheet. Click Here
  2. Enter in the below data fields for each User:
  3. User Email and User Type
    • User Types:
      • ADMIN
      • TECH
      • VIEW_ONLY
  4. Save Import Data Collection Sheet
  5. Import CSV in to UpKeep


Want to learn more? Checkout 8:43 of our Data Importing Webinar.