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How to link an asset to a maintenance plan from Fracttal Hub?

Updated

Fracttal Hub allows you to associate assets with maintenance plans in bulk from Google Sheets. For the upload to be valid, the asset must not be linked to another plan, must be a location, equipment, or tool, and the plan cannot include triggers or subtasks with meter readings.

Step 1: Access the Google Cloud Console

Communication between Fracttal and Google Sheets is securely done via a service account.

  1. Access the Google Cloud Console.

  2. In the navigation menu, go to IAM & admin > Service accounts.
  3. Click on + CREATE SERVICE ACCOUNT.

  4. Assign a name to the service account that is easy to identify, for example: associate-asset-maintenance-plan.

  5. Click on DONE to create the account without setting additional permissions.

Step 2: Generate and download the service account key

For Fracttal to authenticate, it is necessary to generate a private key for the service account.

  1. In the list of service accounts, click on the email of the account you just created.

  2. Go to the KEYS tab.

  3. Click on ADD KEY and select Create new key.
  4. Choose the key type JSON and click on CREATE.

  5. A .json file will automatically download to your computer. Save this file in a safe place, as it contains the access credentials.

Step 3: Share the Google Sheet with the service account

Now you need to grant permissions to the service account to access and edit your spreadsheet.

  1. Open the .json file that you downloaded. Locate and copy the value of the "client_email" field.

  2. Open your spreadsheet in Google Sheets.

  3. Click on the Share button (top right).

  4. Paste the service account email in the share field.

  5. Make sure to grant Editor permission.

  6. Click on Send.

Step 4: Prepare the Google Sheets spreadsheet

The first row of your sheet must contain the exact headers (parameters) that Fracttal expects to receive.

  1. Access the Fracttal API documentation to check the required parameters.

  2. In the first row, insert the following headers:

    id_tasks_plan  code_user  item_code  last_date_maintenance 
    2845581928182192HUB-0012025-03-12T20:00:00-03

  3. Fill in the following rows with the corresponding data:

  • id_tasks_plan: ID of the task plan to which you want to associate the asset. You can find it in Fracttal.

  • code_user: Code of the user responsible for the transaction. Find it in Catalogs > Human Resources.

  • item_code: Code of the asset (equipment, location, etc.) you want to link. Find it in Catalogs > Assets.

  • last_date_maintenance: Date of the last maintenance.

Important: The date format for last_date_maintenance must be YYYY-MM-DDTHH:MM:SS-UTC.
 Copy the format from the API documentation to avoid errors.

Step 5: Create the connection in Fracttal One

Now we will configure the connection within Fracttal so it can use the service account credentials.

  1. In Fracttal, navigate to Settings > Auxiliary Catalogs > Connections.
  2. Click on the + icon to add a new connection.
  3. Fill in the following fields:

  • Type: Select Google Sheet (Service Account).

  • Description: Assign a name to the connection:app.fracttal.com_config (64)03.PNG

  1. Open the downloaded .json file and copy/paste the content of the following fields into their respective places in the Fracttal form:

  • private_key

  • client_email

  • client_id

  • client_x509_cert_url

  1. Click on the ✓ icon to save and then on Save.

Step 6: Configure the flow in Fracttal Hub

With the connection ready, the last step is to create the automation flow.

  1. Navigate to the Fracttal Hub module.
  2. Click on the + icon to create a new flow.
  3. Add a Description for the flow:

Trigger configuration:

  • Click on Trigger and select the type Manual. This allows the flow to be executed whenever desired.

app.fracttal.com_config (69)05.PNG

Source configuration:

app.fracttal.com_config (69)06.PNG

  • Click on Source.

  • Module: Select GoogleSheet.

  • Connection: Select the connection created in the previous step.

  • Action: Select Read.

  • spreadsheet_id: Copy the ID of your spreadsheet (you can find it in the URL, between /d/ and /edit/).

  • sheet: Write 0 to read the first tab.

  • Fields: Add the names of the columns:  description, item_code, unit_code, is_counter.

Destination configuration:

  • Click on Connection in the destination section.

  • Module: Select Fracttal.

  • Connection: Choose FRACTTAL HUB.

  • Action: Select Create Meter.

Field configuration (mapping):

app.fracttal.com_dispatcher_hub (45)08.PNG

  • Click on Configuration in the destination section.

  • Map the fields from the sheet (Source) with those of the system (Destination), ensuring they match:


Step 7: Run and verify the flow

  1. Click on Save to save the flow configuration.app.fracttal.com_dispatcher_hub (49)09.PNG
  2. Turn on the Enabled switch.
  3. Click again on Save.

  4. Click on the Run button to start the process.

You can monitor the progress in the Event Queue and Execution History tabs. A successful process will show "Process Completed" and mark the Extraction, Transformation, and Loading stages as complete.

To verify, go to Tasks > Task Plan, select the corresponding plan, and in the Linked Assets tab, you will see the asset that was associated via the spreadsheet.

Notes:

  • This method is only compatible with task plans based on frequency (date). It is not compatible with plans that have triggers by meter reading.

  • You can add multiple rows in your Google Sheets to associate multiple assets to one or more plans at once.

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