How to Update Your Parts

Once we have our Parts in UpKeep, we can also use our Update Feature to make mass updates to our Parts. So if you need to bulk update the current quantity of your parts in inventory or other changes, you can do that with this feature!

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


How to Bulk Update your Parts

  1. Navigate to your Parts/Inventory section
  2. Click on Update
  3. Download your Current Parts
  4. Open CSV in Excel/Google Sheets
    • Do not remove or change any headers in Row 1
    • Make necessary changes to your Parts
  5. Save the CSV file
  6. Upload new CSV under the Assets tab > Update > Upload CSV


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 parts based on its UpKeep assigned, unique 10-character ID
B – Part Name Vacuum Pump Filter Name of the part, text+number values

  • TIP: If you have similar part names, try to keep them unique by adding another identifier
C – Description Make/manufacturer information Part description; specifications; details
D – Quantity 15 Number value; how much of this part you have on hand
E – Cost per Unit 89 Number value; the cost for each individual part
F – Barcode 7233498875 Synonymous with serial, is used to generate your parts’ QR codes (which can be scanned using our mobile app).

  • TIP: If left blank, you can later assign a “Random Barcode” within UpKeep.
  • NOTE: Excel may reformat your barcodes, which is not something UpKeep can control
G – Created On 12/26/2020 Note: You will not be able to make changes in this column

  • This column will provide the date the part was created in UpKeep
H – Location New Jersey Warehouse NOTE: To make changes to the assigned location, change the Location ID (Column I)

  • The Location name will automatically be updated once this CSV is uploaded
  • You will not be able to make changes in this column
I – Location ID zpz3YxdBve This is the 10-character unique ID of the location that this asset is assigned to
J – Address 202 Port Jersey Blvd # 2, Jersey City, NJ 07305 NOTE: You will not be able to make changes in this column

  • This column will provide the name of its Parent Asset
K – Area Zone 3, NE Corner A description of where the part is located

  • TIP: Usually this is a more specific area within the location
L – Minimum Quantity 5 Number value

  • TIP: If the quantity on hand dips below this minimum quantity, the system will show a notification
M – Category Vacuum Categories are used to group parts together and can be used to filter your parts before downloading a report

[tip] Updating your Parts? Join our Data Importing Webinar here.[/tip]​