The MappedConnect Excel workbook enables the ingestion of entities and relationships whose information is sourced outside of a connector data source, like a TAB report or BMS drawings. This works around any gaps in Expert Center, which can only make inferences based on connector-sourced data. Follow the in-depth Guide in our Help Center.

Request a workbook

To request a workbook for cross-connector linking through MappedConnect Excel, contact [email protected] with the orgId and buildingId or siteId.

Workbook overview

Your workbook has three sheets you'll work in, plus reference sheets that help you along the way.

Sheets you fill out

Sheet	What it's for
entities	List every piece of equipment and space in your building
relations	Define how equipment is connected (what contains what, what feeds what)
points	Assign your BAS/IoT data points to the equipment they belong to

Reference sheets (do not edit)

Sheet	What it contains
_entity_types	Valid equipment/space type names for the entities sheet
_point_types	Valid data point type names for the points sheet
_relationship_types	Valid relationship types for the relations sheet
_metadata	Building and org identifiers (pre-filled, do not change)
rules	Color-coding legend and validation rules

Color coding

The workbook highlights cells automatically to flag problems:

Color	Meaning	What to do
🟥 Red	Bad Input / Invalid	Fix the data — the row has errors
🟨 Yellow	Warning	Review — may need relationships added or a duplicate removed

Step by Step

Work through the pages in order:

1. Step 1 — List your equipment (entities sheet)
2. Step 2 — Define relationships (relations sheet)
3. Step 3 — Assign data points (points sheet)
4. Tips — gotchas, conventions, and rules of thumb