Hippo to Eptura Asset Data Mapping
This describes that data mapping between Hippo and Eptura Asset.
- Facilities (sites)
- Users → contacts
- Security roles & user security
- Work categories → asset categories
- Meter reading units → log types
- Companies → vendors
- Company documents
- Floor plans
- Vehicles → assets (import)
- Vehicle images
- Equipment model types → asset types
- Equipment → assets
- Equipment documents
- Locations → assets (import)
- Part types
- Parts (inventory)
- Scheduled work orders (PM)
- Prep: Eptura Asset work types (before PM body)
- Plan collection (per facility)
- Maintenance plan (schedule group)
- Schedule header (CreateSchedule)
- Tasks → service items
- Tasks on schedule
- Assets, assignees, progress
- PM cycles — calendar
- Weekday mapping
- PM cycles — meter
- Scheduled work order documents
- Work order statuses
- Charge categories → other cost types
- Work orders (active — not completed)
- Work order documents (active)
- Specs (equipment / vehicle)
- History migration (BeginHistoryMigration)
Facilities (sites)
| Hippo | Eptura Asset |
|---|---|
| Facility short name | Entity name |
| Facility full name | Stored in mapping; used for PM plan collection naming |
| Default tax type ids (1 & 2) | Entity default sales tax (when tax types saved) |
| Tenant metric vs imperial flag | Entity distance unit |
| (defaults in code) | Open days, entity type, group, active |
| Target M+ company profile address (not Hippo facility street) | Entity address |
| (generated per entity) | Default budget groups and budgets |
| (generated per entity) | Inventory warehouse for entity |
Users → contacts
| Hippo | Eptura Asset |
|---|---|
|
LoginName |
ContactId |
|
FirstName + LastName (trim 50) |
ContactName, InternalName |
|
|
EmailAddress |
| MobilePhone | Mobile number (patch) |
| HomePhone | Main phone (patch) |
| User labour rate (user–facility info) | LaborRate on contact |
| OrganizationName | Custom field Organization Name |
| Job/title from Hippo | Custom field Job Title |
| User allowed facilities | Contact linked entities (sites) |
Security Roles and User Security
| Hippo | Eptura Asset |
|---|---|
| Hippo security roles | Matching/created security roles in M+ |
| User facility permissions + facility mapping | User–entity security (site access) |
Work categories → asset categories
| Hippo | Eptura Asset |
|---|---|
| Name (trimmed) |
Asset category id/name (CreateAssetCategory, fixed equipment class) |
| WorkCategoryId | Key mapping for equipment / model types |
Meter reading units → log types
| Hippo | Eptura Asset |
|---|---|
|
Name |
LogTypeId |
| Contains km, miles, inches, feet | Meter style: Metered, AllowReset, meter icon, … |
| Contains temp, rth, ph levels, rpm, run time hours, psi, units cast | Gauge style: IgnoreChanges, gauge icon, … |
| Contains gallons, liter | Fluid: AllowCost, ConsumesInventory, fluid icon, IsFluidLogType, … |
| Else | Default/gauge-like with IgnoreChanges |
Companies → vendors
| Hippo | Eptura Asset |
|---|---|
|
Name |
ContactId, ContactName, InternalName |
| EmailAddress | |
| Phone | PhoneNumber |
| CompanyUrl | Url |
| CompanyCategoryId → mapped type | TypeKey |
| CompanyFacilities | Vendor contact linked entities |
Company documents
| Hippo | Eptura Asset |
|---|---|
| File on company | Attachment on vendor record |
Floor plans
| Hippo | Eptura Asset |
|---|---|
| Floor plan / layout from Hippo | M+ floor plan / hierarchy (location asset groups) |
Vehicles → assets (import)
| Hippo | Eptura Asset |
|---|---|
|
VehicleId + Name |
Asset ID string |
| Description | Description |
| FacilityId | Entity (via mapping) |
| (fixed) Vehicles | Category / type id |
| (fixed) Fleet | Group id |
| (fixed) operation budget labels | Budget group / budget |
| Status (0 vs not) | Active vs inactive |
| Make | Manufacturer id |
| Model | Model id |
| ModelYear | Year |
| Vin | Serial number |
| OriginalCost | Purchase cost |
| OnRoadDate | In-service date |
| Plate, cylinders, engine size, auto, gears, lease fields, … | Custom fields on vehicle asset |
Vehicle images
| Hippo | Eptura Asset |
|---|---|
| Image on vehicle | Image on migrated vehicle asset |
Equipment model types → asset types
| Hippo | Eptura Asset |
|---|---|
|
Name (matches existing M+ type id, case-insensitive) |
Existing asset type key |
| Else: Name | New asset type TypeId |
| Work category for model | CategoryKey on asset type |
Equipment → assets
| Hippo | Eptura Asset |
|---|---|
|
EquipmentId + Name |
AssetId |
|
Facility/entity mapping |
EntityKey |
|
Work category |
CategoryKey |
|
Equipment model |
TypeKey |
|
AssetGroupKey |
GroupKey |
|
Description or model description |
Description + note |
|
Entity budget |
BudgetKey |
|
IsActive |
StatusKey |
|
SerialNumber |
SerialNumber |
|
LifeExpectancyInMonths |
UsefulLife |
|
PurchaseDate / PurchaseCost |
PurchaseDate / PurchaseCost |
|
SalvageCost |
SalvageValue |
| InactiveDateTime | SoldDate |
| Scan code | Tag |
| Model name/number | Manufacturer / model name fields |
| Distributor, installer, dates, warranty, replacement cost, … | Asset custom fields |
| ProductUrl (valid) | Attachment stub |
| Lat/long | Geo on asset |
| Downtime records | Downtime history/logs |
| Meter + unit + category | Meter log |
Equipment documents
| Hippo | Eptura Asset |
|---|---|
| File on equipment | File on migrated equipment asset |
Locations → assets (import)
| Hippo | Eptura Asset |
|---|---|
| Name | Asset ID |
| FacilityId | Entity |
| Location category name | Type id |
| (fixed) Locations | Category id |
| Floor-plan hierarchy | Group id |
| RoomName | Custom field (room/description) |
| Name | Custom field name on asset |
| (fixed) active | Status |
Part types
| Hippo | Eptura Asset |
|---|---|
| Name (grouped case-insensitive) | Existing part type if TypeId matches; else new part type with same name |
Parts (inventory)
| Hippo | Eptura Asset |
|---|---|
| PartTypeId | TypeKey |
| Manufacturer / MfgNumber | BrandKey / ModelKey when resolved |
| Description | Description |
| PartId + Name | PartId string |
| QuantityOnHand | QuantityOnHand |
| UnitCost | UnitCost |
| FacilityId | Entity + default warehouse |
| Min / desired quantities | Min / normal stock on warehouse part |
| Part image | Part image |
| Extra attributes | Custom fields on warehouse part |
Scheduled work orders (PM)
Prep: Eptura Asset work types (before PM body)
| Hippo | Eptura Asset |
|---|---|
| Work type id corrective | Renamed to demand-style id |
| Work type id preventive | Renamed to pm-style id |
| Predictive work type exists | Work type deleted |
Plan collection (per facility)
| Hippo | Eptura Asset |
|---|---|
| Facility full name | Schedule collection id |
Maintenance plan (schedule group)
| Hippo | Eptura Asset |
|---|---|
| ScheduledWorkOrderId + Name (trimmed) |
Group name |
| (true) | Active |
Schedule header (CreateSchedule)
| Hippo | Eptura Asset |
|---|---|
|
IsActive |
active |
| Plan group key | scheduleGroupKey |
| Name (trim, max 24) | scheduleId |
| Description (trim, max 100) | purpose |
| DaysToComplete | daysUntilDueDate |
| (fixed) | setDueDate, dueDateType WO creation, scheduleType create WO |
| PM work type from M+ | workTypeKey |
| (fixed) | resetTiming default on creation |
Tasks service items
| Hippo | Eptura Asset |
|---|---|
|
Maintenance service class from M+ |
ServiceClassKey |
| Name (10 chars) + ~~ + SchedWorkOrderTaskId | ServiceCode |
| Name + optional . Unit: {Unit} | ServiceDescription |
| (true) | Active |
Tasks on schedule
| Hippo | Eptura Asset |
|---|---|
| Created service keys for PM | Services attached to schedule (same order) |
Assets, assignees, progress
| Hippo | Eptura Asset |
|---|---|
|
Equipment/location/vehicle underlying id |
Asset key → schedule group + UpdateAssetScheduledPM |
| SchedWorkOrderResources (user ids) | Primary + additional assignee contacts |
|
Meter PM + LastCompletedPmReading on asset |
Cycle progress: last service + reading |
| Calendar PM + LastGeneratedSchedDate (or UTC now) | Cycle progress: last done + date |
PM cycles — calendar (plain English Hippo column)
| # | Hippo (Plain Language) | Eptura Asset Cycle Type |
Eptura Asset Cycle Rate |
Notes |
|---|---|---|---|---|
| 1 | Schedule is daily | Days | Hippo daily interval | |
| 2 | Schedule is hourly | Days | 1 | Approximation |
| 3 | Weekly, more than one week between runs | Days | 7 × weeks between | |
| 4 | Weekly (≤1 week) and one weekday maps cleanly | Day of week | Mapped weekday | See 18h |
| 5 | Weekly (≤1 week) and weekday does not map | Days | 1 | Treated as daily |
| 6 | Monthly/seasonal path and >8 months selected | Months | One | Every 1 month |
| 7 |
Same path and 5–8 months selected |
Months | Two | Every 2 months |
| 8 | Same path and exactly 4 months | Months | Three | Every 3 months |
| 9 | Same path and exactly 3 months | Months | Four | Every 4 months |
| 10 | Same path and exactly 2 months | Months | Six | Every 6 months |
| 11 | Same path and exactly 1 month | Months | Twelve | Every 12 months |
| 12 | Same path and no month selected | Months | (not set) | Incomplete |
| 13 | Monthly by weekday-of-month, ≥7 months selected, weekday maps | Day of month | Mapped weekday | Rate modifier = Hippo interval |
| 14 | Same as 13 but weekday does not map | Day of month | (not set) | |
| 15 | None of the above match | — | — | No cycle |
Gate for rows 6–12: monthly-by-date, OR monthly-by-weekday with <7 months selected, OR seasonal weekly/biweekly — months required when applicable.
Weekday mapping
| Hippo | Eptura Asset |
|---|---|
| Monday | Monday |
| Tuesday | Tuesday |
| Wednesday | Wednesday |
| Thursday | Thursday |
| Friday | Friday |
| Saturday | Saturday |
| Sunday | Sunday |
PM cycles — meter
| # | Hippo (Plain Language) | Eptura Asset Cycle Type |
Log Type | Eptura Asset Cycle Rate |
Notes |
|---|---|---|---|---|---|
| 1 | No meter unit on schedule | — | — | — | No cycle |
| 2 | Meter unit not mapped to M+ | — | — | — | No cycle |
| 3 | Meter, not threshold | Log progression | From mapped unit | Interval | Equal to |
| 4 | Meter threshold, greater-than | Log reading | From mapped unit | Threshold | Greater than |
| 5 |
Meter threshold, not greater-than |
Log reading | From mapped unit | Threshold | Less than |
Scheduled work order documents
| Hippo | Eptura Asset |
|---|---|
| File on scheduled PM | Attachment on migrated schedule |
Work order statuses
| Hippo | Eptura Asset |
|---|---|
|
Not Started |
Matching status + workflow |
| On Hold | … |
| In Progress | … |
| Waiting For Quote | … |
| Waiting For Invoice | … |
| Waiting For Parts | … |
| Pending Review | … |
| Completed | … |
| Rejected | … |
Defaults renamed/created in MigrateWorkOrderStatus.
Charge categories → other cost types
| Hippo | Eptura Asset |
|---|---|
| Unique Name across charge categories |
Other cost TypeId (= name) |
| Each ChargeCategoryId in group | Maps to that other cost type key |
Work orders (active — not completed)
| Hippo | Eptura Asset |
|---|---|
|
FacilityId |
EntityKey |
|
Status |
StatusKey |
| Entity | BudgetKey |
| Name | Purpose |
| Description | WorkDescription |
| Comment | WO note (NoteDate = created) |
| CreatedDate / DueDate / CompletedDate | DateCreated / DateDue / DateCompleted |
| RescheduledDate or StartDate | ScheduledDate |
| Priority | PriorityKey (mapped) |
| Demand flag | WorkTypeKey Demand vs PM |
| WorkOrderId | Custom field Original WO No |
| Work category name | Custom field Work Category |
| CompanyId | VendorKey |
| CreatedById / resources | Assigned + contacts + labor |
| ScheduledWorkOrderId | ScheduleKey |
| PM Tasks | WorkOrderServices + complete |
| Task comments | Notes on service |
| Resource hours | Labor (hours ÷ asset count) |
| Parts, single asset | WorkOrderParts |
| Parts, multiple assets | Other cost part overhead split |
| Invoice lines | Other costs by charge category |
| Each equipment/location/vehicle | Separate WO per asset |
Work order documents (active)
| Hippo | Eptura Asset |
|---|---|
| File on work order |
Attachment on migrated WO |
| Signatures | Migrated in same pass when present |
Specs (equipment / vehicle)
| Hippo | Eptura Asset |
|---|---|
| Spec on equipment |
Attachment on equipment asset |
| Spec on vehicle | Attachment on vehicle asset |
History migration (BeginHistoryMigration)
| Hippo | Eptura Asset |
|---|---|
| Completed WOs (+ optional completed-after filter) |
Same mapping as section 22 |
| Documents on those WOs | Same as section 23 for completed WOs |