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How to edit assets in Fracttal One using Fracttal Hub?

Updated

Fracttal Hub allows you to automate processes to optimize maintenance management. One of its most powerful features is the ability to edit information of existing assets in bulk, using a Google Sheets spreadsheet as a data source.

This method is ideal in scenarios where you need to modify specific fields (such as type, name, custom fields, etc.) for a large number of assets already registered in Fracttal One, avoiding the process of deletion and re-importation.

Step 1: Setting Up the Service Account in Google Cloud

For Fracttal One to securely read the data from your sheet, it is necessary to create an access credential using a Service Account in Google Cloud.

  1. Access Google Cloud Platform.
  2. In the navigation menu, go to IAM & admin > Service accounts.

  3. Click on CREATE SERVICE ACCOUNT.

    Assign a name and description to your service account (for example, “Edit Equipment”) and click CONTINUE. 

     

  4. In the list, find the account you just created and click on it.
  5. Go to the KEYS tab.
  6. Click on ADD KEY > Create new key.
  7. Select the key type JSON and click on CREATE. A .json file will be downloaded to your computer. Store it in a safe place, as it contains your access credentials.

Step 2: Preparing the Google Sheets Spreadsheet

Now we will prepare the sheet that will contain the data to be updated.

  1. Create a new sheet in Google Sheets.
  2. Assign a descriptive name to the sheet (e.g., Edit Equipment).

Share the sheet:

  1. Go back to your Service Account page in Google Cloud and copy its email address.

  2. In your sheet, click on Share.

  3. Paste the Service Account email, assign it Editor permission, and click Send.

Column Structure:
The first row must contain the names of the fields you want to update. The code field is mandatory to identify which asset will be modified.

code id_type_item group  
HUB-001 2 VANS  
       

Field Definitions:

  • code (Required): Unique code of the asset already existing in Fracttal One.
  • id_type_item (Required): Numeric ID of the asset type (e.g., 2 for Equipment).
  • group (Required): The "Type" of the asset. The value must match exactly with one already registered in Auxiliary Catalogs > Assets.

Important: To know what other fields can be updated, consult the documentation of our API at the endpoint “Update an asset.” For more information on custom fields, review the article on What are custom forms?

 

Step 3: Creating the Connection in Fracttal One

With the credentials ready, we will create the connection bridge between Fracttal One and Google Sheets.

  1. In Fracttal One, go to Settings > Connections.

  2. Click on the + icon to add a new connection

  3. Select the type Google Sheet (Service Account).

  4. Add a Description (e.g., “Edit Equipment”).

  5. Open the .json file you downloaded in Step 1 and copy the content of each field (project_id, private_key, client_email, etc.) into the fields of the Fracttal One form.
  6. Click on the Save icon in the upper right corner.

Step 4: Creating the Rule in Fracttal Hub

In this final step, we will configure the automation logic.

  1. Access the menu Automator > Fracttal Hub.

  2. Click on the + icon to create a new rule.

  3. Add a Description like “Edit Equipment.”

Configure the flow:

  • Trigger: Select Manual.

Source:

  • Module: GoogleSheet
  • Connection: Select the connection created in Step 3
  • Action: Read
  • spreadsheet_id: Copy the ID of your sheet
  • sheet: Type 0 to select the first tab
  • Fields: Add the column names (code, id_type_item, group)

Connection:

  • Module: Fracttal
  • Connection: FRACTTAL HUB
  • Action: Select Read

Configuration (Field Mapping):

  • Map the fields from your sheet (Source) with those of the system (Destination). For example:
  • Click on the save (✓) icon to confirm the mapping.

Step 5: Execution and Verification

  1. After configuring the rule, click on Save in the upper right corner.
  2. To start the process, click on Run.
  3. You can monitor the progress in the Execution History. A successful process will show “Yes” in the Extraction, Transformation, and Load columns, along with a response code "200".

Finally, access the Assets module and verify that your equipment information has been updated according to the data from the sheet.

With these steps, you will be able to keep your asset database updated quickly, in bulk, and automatically.

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