There are several ways to set up assets in Uptick.
1. Add assets directly into your server via Quick Add on a property.
If you only need to set up a few assets or make a change here or there, we advise doing it directly within the system rather than through the importer.
2. Add multiple assets using the data importer.
We recommend using the data importer method when:
Uploading initial data migration into Uptick
When making changes to a specific field(s) across many assets
This article will show you how to format your import spreadsheet in order to bring your core assets data into Uptick.
Step 1: Populate your data for upload
Download the Data Import Template Spreadsheet below.
Fill out the spreadsheet with the information you want to upload. Please note some fields are required.
Save as a .csv file
Required fields
You must have Clients and Properties in your Uptick server to import Assets.
Below are some articles to assist you:
Field name on CSV template: | property | is_active | type | variant |
Field name in Uptick: | Property Reference | Active | Type | Variant |
Description: | This is the property reference (often generated by Uptick). | Choose from the following options: FALSE - asset is no longer active on site (rare) | This is the category of your asset. | This is the sub-type of your asset. |
Non-Required fields we recommend
Field name on CSV template: | location | base_date |
Field name in Uptick: | Location | Base Date |
Description: | This is the location of this asset (include level if applicable e.g. Level 2, Building 1). | The base date is commonly the date of manufacture. This may also refer to when the last major service was carried out on your asset. (A major service is anything higher than a yearly check). |
Step 2: Import your Data
Sign in to your Uptick server
Navigate to Tools > Data Importer
In the field 'What are you importing?', select 'Assets'.
Choose your import file (this should be the .csv file you have saved).
Click 'Start'. (If your file is large this may take a few minutes)
Complete your 'Field Mapping'. If you are using our template, the mapping should pre-populate for you.
Please check that the fields are mapped correctly.
Uploading data using your own spreadsheet? Check out the right-hand side for an overview of the Uptick fields and their descriptions to assist with Field Mapping.
Click 'Save and Preview'.
Review your preview to ensure that the data has passed all checks before proceeding.
If you receive errors, please fix these on your .csv file and click 'Re-upload file'.
You should see the green banner below before proceeding.
Click 'Finalise'
Your data should now be 'PROCESSING' with a Job status: RUNNING:
When your data has finished being uploaded you will see 'FINISHED' and a Job status: DONE
You can now navigate to Customer Data > Assets in your main menu to see your newly uploaded assets!
Data Import CSV Template
Please download this csv template to upload your assets.
It contains:
Required fields
Recommended fields
An example of each field
Please note that this is a highly simplified template designed for ease of use. If you are interested in seeing our extended template, it is available for download from the Data Importer module of your server. Please reach out to Uptick Product Support if you have questions about any fields in the extended template.