Define data sources, run discovery, configure field mapping and matching, and link assets at the building level
Asset discovery lets you import and onboard assets at the building level. You define a data source from an Excel template, then run discovery to add assets to the building.Open a building from Buildings, then select Asset discovery in the building sidebar. Use the secondary navigation:
Asset linking associates newly discovered assets from data sources with existing assets in your building. When multiple discovery sources (BMS, CMMS, IoT sensors) detect the same physical device, linking keeps one record so the database stays accurate and free of redundant entries.Asset linking provides these capabilities:
Capability
Description
Duplicate check
Runs automatically after discovery, and on demand when you choose match fields. Profiling recommends the strongest fields for the site
Scored suggestions
Each candidate pair includes a match score so you can filter and confirm high-confidence links first
Linking confirmation
You review suggested links, confirm matches, and merge information without creating a duplicate
Manual linking
Pair assets yourself when suggestions do not fit
Configure field mapping and matching before you link assets. Merged asset fields follow mapping priorities. Duplicate checks use profiling-driven fields and the match configuration you accept or adjust.
An asset cannot link to another asset that originates from the same external source. This rule prevents circular references and keeps data logic consistent in your asset database.
Select Initiate discovery to open the discovery dialog.
Choose a data source and start discovery
1
Open Discovery logs
Navigate to Asset discovery > Discovery logs.
2
Select Initiate discovery
Select Initiate discovery.
3
Choose data source
Select the Data source to discover, then select Initiate discovery.
While discovery runs, the Asset Discovery Log shows progress for the selected source. The log walks through Discovering assets, then Scan for matching assets, so matching starts as part of the same run.
Asset Discovery Log tracks discovering assets and the matching scan
When discovery completes, select the arrow on the log row to open Results: Asset Discovery. The header shows the data source name and connector type (for example, 100 Assets - KODE API).Two tabs organize results:
Tab
Description
New assets
Discovered records not yet in AssetOps for this building
Existing assets
Discovered records that match assets already in the building
Use Search, Filters, and row checkboxes to work with the list. Select Done to exit without saving changes.
On the Existing assets tab, select records to update with values from the discovery run.
Existing assets tab lists matched assets with Update Assets action
Select Update assets to apply field values from discovery to the selected building assets. A confirmation dialog shows how many assets you selected.
Confirm before updating discovered values on existing building assets
Select Yes, confirm to apply updates, or Cancel to return to the results screen. Updated assets reflect field mapping priorities when multiple sources supply the same field.
Configurations control how discovery maps and matches imported assets. Set up configurations before you run discovery and link assets so field updates and duplicate checks behave predictably.Select Asset discovery > Configurations in the building sidebar. The page has two tabs: Field mapping and Matching rules.
Field mapping defines which data source is the primary source of truth for each asset field (name, serial number, location, and others). For every field, you maintain a priority list of data sources.When two assets link, AssetOps fills each field with the highest-priority value that exists between the linked records. If a field has no sources in its priority list, that field is not updated during linking.
Field mapping lists 33 asset fields with expandable source priority per field
1
Open Field mapping
Navigate to Asset discovery > Configurations and stay on the Field mapping tab.
2
Expand a field
Select a field card to expand it and view current source priorities.
3
Add a source
Select + Add source. In the Add source dialog, choose a data source from the dropdown, then select Save. The source appears in the field list.
4
Set priority
Drag sources to reorder priority. The system uses data from the highest-priority source that has a value between the linked assets.
Remove a source with the minus icon when it should no longer apply to that field.After you upload a template in Data sources, fields typically show KODE API as the source.
Matching configuration drives automatic and manual duplicate checks. Profiling inspects completeness, uniqueness, and how fields are shared across sources, then recommends fields and match settings for the site. Strong identifiers are preferred when the data supports them. Blank or generic values (for example, N/A, 0.0.0.0, or 00:00:00:00:00:00) are ignored.The matching engine compares identifiers and names across common formatting differences (spaces, hyphens, underscores, and reordered tokens). Suggestions include a match score so stronger candidates surface first.Each matching rule contains up to three conditions. Every condition must be true for the rule to suggest a link. One rule must be the default so automatic and on-demand checks always have a baseline configuration.
Matching rules list default and custom rules with conditions
The system creates a default rule with a field and match type for baseline checks. Duplicate checks use the default when you do not select another rule. Profiling may suggest different fields for a given site; accept or adjust those suggestions when you run a manual check.
A default matching rule must always exist and cannot be deleted. Duplicate checks require a default rule to run.
Define rule name, description, and conditions with field and match type
1
Open Matching rules
Navigate to Asset discovery > Configurations and select the Matching rules tab.
2
Select + Add rule
Select + Add rule in the upper right corner.
3
Enter rule details
Enter a unique Rule name and Description.
4
Add conditions
For each condition, set Field name (for example, serial number) and Match type. Select + Add condition for up to three conditions total. Use profiling suggestions when they appear so you prioritize fields with strong coverage for this data source.
5
Save the rule
Select Save. Enable Set as default rule for autosuggest if this rule should become the default.
Link newly discovered assets with existing building assets to merge information and prevent duplicate entries. See Concepts and rationale for how duplicate checks, scored suggestions, confirmation, and manual linking work together.Discovery starts an automatic duplicate check when assets are ingested. You can also run checks on demand for selected items or the full result set. You can start linking from the New assets tab in Review discovery results, or select Asset discovery > Asset linking in the building sidebar.
Use Autosuggest to fill Existing assets on the right from the duplicate check. The review list highlights the best match for each discovered asset. Expand a row to see alternative scored candidates when the top suggestion is wrong. Filter by match score, category, type, or area to focus the list. Confirm high-confidence links in bulk, then save.
Link with existing assets page with Autosuggest and per-row existing asset dropdowns
1
Open discovery results
Navigate to Asset discovery > Discovery logs. Run Initiate discovery or open a completed log with the arrow icon to reach Results: Asset Discovery on the New assets tab.
2
Select assets
Select discovered assets to link. You can limit the selection to run a check on selected items only. Link with existing becomes active.
3
Open Link with existing
Select Link with existing. The Link with existing assets page opens with selected new assets on the left and existing asset fields on the right.
4
Run Autosuggest or configure the check
Select Autosuggest to run with the current configuration. To choose fields or a rule, open the configuration next to Autosuggest, review profiling suggestions, pick a matching rule or fields, then select Save. If you do not change the configuration, the default matching rule applies.
Autosuggest configurations modal to pick a matching rule or open Configurations
Control
Description
Matching rule / fields
Rules and fields from Matching rules, with profiling suggestions when available
Go to Configs
Opens Configurations to edit rules
Save
Applies the selected configuration and runs the duplicate check
5
Filter and review suggestions
Filter suggestions by score range (for example, above 90%), category, type, or area. Review the highlighted best match on each row. Expand alternatives when you need a different candidate. Adjust any mapping with the existing asset dropdown.
6
Run the check again when needed
If matches look weak, run the duplicate check again. Profiling identifies which fields have the strongest coverage for the data source so the next check can use better criteria.
7
Save or pause
Select Save to confirm links. Linked asset fields update using field mapping priorities. Use Close for now to leave the session and finish linking later. Use Reset all to clear mappings, or Cancel to exit without saving.
After you confirm links in bulk, linked assets leave the New assets list.
Use manual linking when scored suggestions do not fit or you need precise control. For each new asset on the left, search and select the correct building asset from the Existing assets dropdown on the right. Filters on the existing-asset picker narrow the inventory so you do not search the full building list.
Manually map each new asset to an existing asset using the Existing assets dropdown
1
Open discovery results
Navigate to Asset discovery > Discovery logs. Open Results: Asset Discovery on the New assets tab.
2
Select assets
Select assets, then select Link with existing.
3
Map each pair
For each new asset on the left, select the matching existing asset from the dropdown on the right. Use search and filters on the picker when the list is large.
4
Save links
Select Save to link the assets. Fields update per field mapping. Use Close for now, Reset all, or Cancel as needed.
After linking, verify merged fields on the Assets page and in the asset Sources tab.
