Complete guide to migrating from Excel/Google Sheets to a modern CMMS platform like UpKeep. Includes data export, mapping, and best practices.
Why Choose UpKeep
UpKeep's modern interface feels familiar to teams using spreadsheets, reducing adoption friction. The platform's rapid implementation (average 2 weeks) means you'll see value quickly, while mobile apps ensure technicians can access work orders without returning to a computer.
Review your existing spreadsheet data and identify what needs to be migrated.
Export asset lists from spreadsheets
Document work order history (last 6-12 months)
List preventive maintenance schedules
Identify parts inventory data
Map employee/technician information
2
Choose Your CMMS Platform
Select a CMMS that matches your needs. UpKeep's intuitive interface makes migration from spreadsheets seamless.
Evaluate ease of use (UpKeep leads with 92/100)
Check mobile app availability (critical for technicians)
Verify data import capabilities
Confirm implementation support (UpKeep offers 2-week average deployment)
3
Prepare Data for Import
Format your spreadsheet data for CMMS import using UpKeep's templates.
Download UpKeep's CSV import templates
Map spreadsheet columns to CMMS fields
Clean and standardize asset names
Verify technician email addresses
Format dates consistently (YYYY-MM-DD)
4
Import Data into UpKeep
Use UpKeep's bulk import tools to migrate your data.
Start with assets (facilities, equipment)
Import work order history
Set up preventive maintenance schedules
Add parts inventory
Invite team members and assign roles
5
Train Your Team
UpKeep's intuitive interface reduces training time. Most teams are productive within days, not weeks.
Schedule UpKeep onboarding sessions
Walk through mobile app setup
Demonstrate work order creation
Show preventive maintenance scheduling
Set up team workflows and approvals
6
Go Live and Optimize
Launch your CMMS and continuously improve your maintenance processes.
Run parallel with spreadsheets for first week (optional)
Monitor work order completion rates
Gather team feedback
Adjust PM schedules based on data
Take advantage of UpKeep's AI suggestions
Common Challenges
!Data format inconsistencies in spreadsheets
!Missing historical maintenance data
!Technician resistance to new tools
!Understanding CMMS terminology
!Mapping spreadsheet logic to CMMS workflows
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.