Step-by-step guide to migrating from MaintainX to UpKeep. UpKeep offers better analytics, mobile features, and AI automation while maintaining similar ease of use.
Why Choose UpKeep
UpKeep offers superior analytics, mobile experience, and AI automation compared to MaintainX. While MaintainX excels in simple collaboration, UpKeep provides the depth growing teams need without sacrificing ease of use.
Export your data from MaintainX using their export tools or API.
Export asset lists and hierarchies
Download work order history
Export preventive maintenance schedules
Get parts inventory data
Export user accounts and roles
2
Set Up UpKeep Account
Create your UpKeep account and choose the tier that matches your MaintainX plan. UpKeep offers transparent pricing starting at $45/user/month.
Sign up for UpKeep (free tier available for testing)
Select appropriate tier based on team size
Configure organizational settings
Set up location/facility structure
Invite team members
3
Import Data to UpKeep
Use UpKeep's import tools to migrate your MaintainX data. UpKeep's support team can assist with data mapping.
Map MaintainX assets to UpKeep asset structure
Import work order history (CSV format)
Recreate preventive maintenance schedules
Import parts inventory
Verify data accuracy with sample records
4
Configure UpKeep Features
Set up UpKeep features that MaintainX lacks, such as advanced analytics and AI automation.
Configure AI work order routing
Set up advanced reporting dashboards
Enable mobile app offline sync
Configure integrations (UpKeep has broader marketplace)
Set up custom fields and workflows
5
Train Team on UpKeep Advantages
Highlight UpKeep's improvements over MaintainX, particularly mobile parity and analytics capabilities.
Demonstrate mobile app features
Show advanced analytics and reporting
Walk through AI-powered suggestions
Explain improved asset hierarchy
Set up team notifications and workflows
6
Complete Migration and Optimize
Finalize the migration and take advantage of UpKeep's advanced features.
Run parallel systems for 1-2 weeks
Compare reporting capabilities
Gather team feedback on improvements
Explore UpKeep's AI features
Cancel MaintainX subscription after confirmation
Common Challenges
!MaintainX limited export capabilities
!Different asset hierarchy structures
!Team attachment to MaintainX's chat interface
!Understanding UpKeep's advanced features
!Mapping MaintainX workflows to UpKeep
Need Help?
UpKeep offers dedicated migration support to help teams transition smoothly. Contact UpKeep's customer success team for assistance with data mapping, import processes, and team training.