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Asset Tree — Spreadsheet Guide

Updated today

What Is This Spreadsheet For?

This spreadsheet lets you manage the hierarchy of assets and locations in TRACTIAN. Use it to register new assets and locations, organize them into a tree structure, assign responsible users and teams, and configure technical details like equipment type and criticality.

Can I Import, Export, or Both?

  • Import (upload data into TRACTIAN): Yes

  • Export (download data from TRACTIAN): Yes

Column Reference

#

Column Name

What to Fill In

Required?

Accepted Values

Used In

1

ID (Fill only for update)

The unique identifier

No (only for updates)

Text

Import / Export

2

Name

The name of the asset or location

Yes

Text

Import / Export

3

Description

A description of the asset or location

No

Text

Import / Export

4

Assigned Emails

Email addresses of responsible users

No

Email addresses (semicolon-separated)

Import / Export

5

Assigned Teams

Names of responsible teams

No

Team names (semicolon-separated)

Import / Export

6

Type

Whether this is an asset or a location

Yes

Dropdown: location, asset

Import / Export

7

Parent Path

The full path to the parent in the tree

Yes (for new items)

Text (use // to separate levels)

Import / Export

8

Path Delimiter

Custom separator for the parent path

No

Text (default is //)

Import

9

Equipment Type

The type of equipment

No

Dropdown (from your company's equipment types)

Import / Export

10

Criticality Name

The criticality level

No

Dropdown (from your company's criticality levels)

Import / Export

11

Cost Center

The cost center for this asset

No

Text

Import / Export

12

Tags

Labels for categorization

No

Text (semicolon-separated)

Import / Export

13

Serial Number

The serial number

No

Text

Import / Export

14

Year

The manufacturing year

No

Number

Import / Export

15

Manufacturer

The manufacturer name

No

Text

Import / Export

16

Initial / Fixed RPM

The starting or fixed rotation speed

No

Number

Import / Export

17

End RPM

The ending rotation speed

No

Number

Import / Export

18

Code

A QR code or identification code

No

Text

Import / Export

19

Sensor ID

The ID of the connected sensor

No

Text

Export only

20

Fixation Type

How the sensor is attached

No

Text

Export only

21

Axial Direction

The sensor's axial direction

No

Text

Export only

22

Latitude

Geographic latitude

No

Number (decimal)

Import / Export

23

Longitude

Geographic longitude

No

Number (decimal)

Import / Export

Columns in Detail

ID (Fill only for update)

  • The unique identifier assigned by TRACTIAN. When you export, this is filled automatically. Only enter it when updating an existing asset or location. Leave blank to create a new one.

Name

  • The name of the asset or location. For example: "Pump Station A", "Building 3", "Motor #12". Names must be unique within the same parent path.

Type

  • Choose whether this item is an asset (a piece of equipment) or a location (a place like a building, floor, or area). This determines how it appears in the tree.

    • asset — A piece of equipment that can be monitored

    • location — A physical place that contains assets or other locations

Parent Path

  • The full path showing where this item sits in the tree hierarchy. Use // to separate each level. For example: Plant A//Building 1//Floor 2 means this item will be placed inside "Floor 2", which is inside "Building 1", which is inside "Plant A". If the parent path does not exist, the system will try to match it to existing items.

Path Delimiter

  • If your names contain //, you can use a different separator. For example, set this to >> and then write paths like Plant A>>Building 1>>Floor 2. If left blank, // is used by default.

Equipment Type

  • The type of equipment for this asset. Choose from the dropdown, which lists all equipment types configured for your company. This only applies to assets, not locations.

Criticality Name

  • The criticality level for this asset (e.g., "High", "Medium", "Low"). Choose from the dropdown, which lists all criticality levels configured for your company.

Assigned Emails

  • Enter the email addresses of users responsible for this asset or location. Separate multiple emails with semicolons. The system will match each email to a user account automatically.

Assigned Teams

  • Enter the names of teams responsible for this asset or location. Separate multiple team names with semicolons.

Sensor ID, Fixation Type, Axial Direction

  • These columns are filled automatically when you export. They show sensor configuration data. You do not need to fill these in — they are for reference only.

Custom Fields

This spreadsheet can include extra columns based on the custom fields your company has configured. These appear to the right of the standard columns and may include: dropdown selections, numbers, text, currency amounts, and dates.

Tips for a Successful Import

  • Every row must have a Name and a Type (asset or location).

  • The Parent Path tells the system where to place the item in the tree. Make sure the path matches existing items exactly.

  • Locations cannot be placed inside assets — only inside other locations or at the root level.

  • Names must be unique within the same parent. You cannot have two items with the same name under the same parent.

  • The Equipment Type and Criticality Name dropdowns only accept values that are already configured in your company.

  • To update an existing item, include its ID. To create a new one, leave the ID blank.

  • Sensor ID, Fixation Type, and Axial Direction are export-only — you cannot import these values.

Example Rows

ID

Name

Type

Parent Path

Equipment Type

Criticality Name

Code

Plant A

location

PLT-A

Pump Station

location

Plant A

PS-01

Centrifugal Pump #1

asset

Plant A//Pump Station

Centrifugal Pump

High

CP-001

Frequently Asked Questions

What happens if the parent path doesn't exist?

The system will try to match the path to existing items. If it cannot find a match, the import will fail for that row. Make sure all parent items exist before importing child items, or include them in the same spreadsheet above the child rows.

Can I move an asset to a different location?

Yes. Include the asset's ID and set a new Parent Path. The system will move it to the new location.

What is the difference between an asset and a location?

A location is a physical place (like a building, floor, or area). An asset is a piece of equipment (like a pump, motor, or conveyor). Locations can contain other locations and assets. Assets cannot contain locations.

Can I assign both users and teams to the same asset?

Yes. Fill in both the Assigned Emails and Assigned Teams columns. All specified users and teams will be assigned.

What happens if I leave optional columns blank when updating?

The existing values in TRACTIAN will not be changed. Only columns with values will be updated.

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