How to Upload Assets

This article explains how your team admin can upload assets in to UpKeep

How to upload Assets

  1. Download Assets/ Equipment Import Data Collection Sheet. Click Here

  2. Enter in the below data fields for each asset
    1. Asset Name
    2. Description
    3. Model
    4. Serial Number
    5. Area
    6. Additional Information
    7. Location ID (How to Find ID)
    8. Parent Asset ID (How to Find ID)
    9. User Assigned  ID (How to Find ID)
  3. Save Assets/ Equipment Import Data Collection Sheet as a CSV
  4. Import CSV in to UpKeep
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Want to Add a Custom Field on your CSV? Type CUSTOM|YourFieldNameHere

Note: We have two levels of Asset hierarchy, our Parent Asset and our Child-Assets. Make sure you import your  Parent Assets first, then you can assign your Child-Asset to the Parent Asset.

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