Skip to main content
How to import Routines

This article will show you how to import routines onto properties in your Uptick server

Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

There are several ways to set up routines on a property in Uptick.

1. Add routines directly onto a property
If you only need to set up a few routines or make a change here or there, we advise doing it directly within the system rather than through the importer.

2. Add multiple routines onto multiple properties 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 routines

This article will show you how to format your import spreadsheet in order to bring your core routines into Uptick.

Step 1: Populate your data for upload

  1. Download the Data Import Template Spreadsheet below.

  2. Fill out the spreadsheet with the information you want to upload. Please note some fields are required.

  3. Save as a .csv file

Required fields

You must have Clients and Properties in your Uptick server to import Routines

Below are some articles to assist you:

Field name on CSV template:








Field name in Uptick:

Property Reference



Annual Test Date

Start Date

Visible in your Routines Page per property

Service Group


This is the property reference (often generated by Uptick).

Top Tip! Download the CSV of all your properties from your Uptick server to get a list of all the property names and property references. Copy and paste this information onto your CSV Data Import Template spreadsheet.

TRUE - for services you maintain

This is the Routine Service type per the applicable Standards for your business.

You must select this from the routine types available in your server. You can find this in your Control Panel > Routines).

This must the precise (e.g. no spelling errors or extra spaces).

This is the LAST Annual date carried out at the property for this routine type.


This is the date you want to start generating tasks out of Uptick based on this routine.


Choose from the following options:

TRUE - The system will create default levels for this routine, outlined in the standards. You can view the levels in your Control panel > Routines.

FALSE - The system will not apply default levels, and you'll need to go in to the property and tick the levels you want applied one by one.

Provide the name of the Service Group. Check which service group is attached to the Routine Service Type in the Control Panel.

If left BLANK, routine is imported without any Service Group.

Step 2: Import your Data

  1. Sign in to your Uptick server

  2. Navigate to Tools > Data Importer

  3. In the field 'What are you importing?', select 'Routine Services'.

  4. Choose your import file (this should be the .csv file you have saved).

  5. Click 'Start'. (If your file is large this may take a few minutes)

  6. 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.

  7. Click 'Save and Preview'.

  8. 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.

  9. Click 'Finalise'

  10. Your data should now be 'PROCESSING' with a Job status: RUNNING:

  11. When your data has finished being uploaded you will see 'FINISHED' and a Job status: DONE

  12. You can now navigate to Customer Data > Routine Servicing in your main menu to see your newly uploaded routines (please note that there are filters automatically applied on this page so please adjust these to view)!

    Alternatively, you can head to the Property > Routines tab to view the uploaded routines or adjust the routine levels applicable to that site.

Data Import CSV Template

Please download this csv template to upload your routine services.
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.

Did this answer your question?