How to Update Locations

Once you have your locations set up within UpKeep, you can also use our Update Feature to make mass updates to your locations! So if you need to bulk update any details to locations you’ve already created, you can do that with this feature!

[tip] NOTE: The CSV template used to update your parts is different from the one used to import new parts! [/tip]


How to Bulk Update Locations

  1. Navigate to your Locations section
  2. Click on Import
  3. Then, click on Download Current Locations
  4. Open the CSV in Excel/Google Sheets
    • Do not remove or make any changes in Column A
    • Remove any rows or columns that you otherwise do not need to update
  5. Save the CSV file
  6. Upload that CSV under Locations > Import > “Drop CSV here” or “Choose File”

[tip] NOTE: You can change or update existing information and add new information to empty columns, but you cannot erase or delete existing information! [/tip]

[tip] TIP: Use the History tab to check your previous import history and well as what errors you may have run into! [/tip]


Guide

[tip] NOTE: There are certain columns you can or cannot make changes to. [/tip]

[tip] NOTE: The ID refers to a unique, UpKeep assigned ID. You can find each 10-character ID in the URL when clicking into the location/asset/part/etc. All IDs can also be found when exporting each data set in Column A of the CSV! [/tip]

Column Header Example Entry Acceptable Values/Notes
A – ID f4rKODEYsy NOTE: Do NOT make any changes in this column.

  • This column is used to make changes to your existing location based on its UpKeep assigned, unique 10-character ID
B – Name SCWH – Carlsbad Building Name or title of this location/building, text+number values

  • TIP: If you have similar location names, try to keep them unique by adding another identifier
C – Address 2505 Palomar Airport Rd, Carlsbad, CA 92011 Full Address of this location
D – Longitude 33.1277562 Map coordinates
E – Latitude -117.2702606 Map coordinates
F – Created By [email protected] The email of the user that created this location
G – Parent Location Name SoCal Warehouse Note: You can leave this field blank if you are updating this location into a sub-location

  • Add the parent location ID into Column H
H – Parent Location ID P4p0cSNLrF This is the 10-character unique ID of the Parent location that you will assign this location to

  • NOTE: If you add a parent location ID, this location will be considered a sub-location
  • You will only be able to add this once you have created your parent locations
  • Leave this column blank if this is the parent location
I – Assigned To Phil Jackson Name or email of the user that is assigned to this location
J – Assigned To ID zpz3YxdBve This is the 10-character unique ID of the user(s) assigned to this location

  • TIP: You can assign multiple users by separating each ID with a vertical line |
K – Team Assigned Tier 1 Maintenance team|Admins Name of the team that will be assigned to this location
L – Team Assigned ID TTP0gJh48D|zpz3YxdBve This is the 10-character unique ID of the team(s) assigned to this location

  • TIP: You can assign multiple teams by separating each ID with a vertical line |
M – Customer Assigned Johnny Walker Names of the customers assigned to this location
N – Customer Assigned ID CVtAO9gCDT This is the 10-character unique ID of the customer(s) assigned to this location

  • TIP: You can assign multiple customers by separating each ID with a vertical line |
O – Vendor Supply Central Vendor name
P – Vendor Assigned ID NOpyNXZ48d This is the 10-character unique ID of the vendor(s) assigned to this location

  • TIP: You can assign multiple vendors by separating each ID with a vertical line |
Q – Created On 06/25/2020 16:00:49 PDT The original date this location was created within UpKeep
R – Updated On 06/25/2020 16:00:49 PDT The date of the last time this location was updated within UpKeep

[tip] TIP: If you experience any errors, try using the History tab under Import to see what rows may have failed and why! [/tip]