How to Import Locations

You and your team may operate in several locations or you might have assets stationed in different areas. Use your locations to organize and optimize your team’s workflow. If you have multiple locations, you can quickly add this data into UpKeep using the import feature.

There are two levels of location hierarchy: the Parent Location and Sub-Location. Your Sub-Locations would be more specific areas within the Parent Location. Here is a video tutorial on just importing your locations.

[tip] Make sure to import your Parent Locations first. You’ll need to do this so you can assign your sub-locations to the Parent Locations by using the unique ID! [/tip]


Start with your Parent Locations

Primary locations will include your main buildings, facilities, addresses, etc.

  1. Download the Location Data Import Sheet.csv
  2. Open the CSV in Excel or Google Sheets.
    • Do not add, change, or remove any headers in Row 1
    • Start adding information in Row 2.
    • (Do not add anything to the “Parent Location ID” column – this will be used for sub-locations!)
  3. Save your CSV!
  4. Upload the CSV in the Locations tab > Import > Upload CSV.

[tip] The maximum amount of locations you can import at one time on a CSV is 1000. BUT there is no limit to the total amount of locations in the UpKeep system! [/tip]

Here is a GIF on how to import the CSV with your locations:

Here’s how it might look on your CSV:
Name Address Latitude Longitude Parent Location ID Team Assigned ID
Carlsbad Building 2505 Palomar Airport Rd, Carlsbad, CA 92011 33.1277562 -117.2702606 Leave blank TTP0gJh48D

Need to add a custom field?

  1. You can add custom additional properties to your locations beginning in Column G.
  2. Title a new column CUSTOM|(new field name/additional property).
    1. For example: CUSTOM|GPS #
  3. Add in your custom values in the rows below.

Sub-Locations

Sub-locations will include designated spaces or areas within the confines of your main building, facilities, etc. Some examples would be floors, zones, or rooms!

  1. You’ll need another copy of the sample CSV – Location Data Import Sheet.csv.
  2. Open the CSV in Excel or Google Sheets and make your edits.
    • Do not add, change, or remove any headers in Row 1
    • Start adding information in Row 2
    • Add the 10-character Parent location ID to Column E.
  3. Save your CSV!
  4. Upload the CSV in the Locations tab > Import > Upload CSV.

[tip] The 10-character Parent location ID is found by clicking on the desired Parent Location. It is the last 10 characters after the forward-slash in the URL. You can also export your Parent Locations to a CSV (the IDs are found in Column A)! [/tip]

Here’s how it might look on your CSV:

Name Address Latitude Longitude Parent Location ID Team Assigned ID
Carlsbad – Floor 1 ZZC0gTh68F

[tip] Adding in your locations? Here is a video tutorial on just importing your locations. You can also find this at 12:35 of our general Data Importing webinar! [/tip]