• Revit

Create and upload data exchanges with the Revit Connector

Create, upload, and manage data exchanges using the Revit Connector.


00:03

Data Exchange for Revit enables you to create, share, and bring in exchanged data to and from other Autodesk and non-Autodesk applications.

00:13

The Data Exchange—Revit Connector is available for download from the Autodesk App Store.

00:19

In addition to installing the connector, there are a couple of steps to prepare for creating a Data Exchange.

00:26

First, with a project already created and saved in Autodesk Docs, ensure that you have the necessary permissions.

00:34

To create a Data Exchange, you need to have at least create permissions with view, download, publish, uploads, or higher.

00:44

To load a Data Exchange, you need to have view and download permissions or higher.

00:50

Next, in Revit, prepare a 3D view with the specific subset of elements that you want to export to the Data Exchange.

00:58

Limit your view to show only the essential elements, and keep the total below 30,000 for optimal Data Exchange performance.

01:07

In this example, a set of predefined 3D views with a view template applied is being used to ensure consistent Data Exchange output.

01:16

Note that you do not need to save your Revit model in Autodesk Docs to create a Data Exchange,

01:22

although you do need to have access to a project in Docs to save the exchange.

01:27

Now, you are ready to create a Data Exchange from Revit.

01:31

On the ribbon, Collaborate tab, Share panel, select Data Exchange.

01:38

The Data Exchange dialog opens, where you can create or load Data Exchanges made by you or other team members.

01:46

To create a Data Exchange, click Create Data Exchange.

01:51

By default, the Data Exchange will inherit the name of the 3D view, but you can also rename it.

01:58

Then, click in the Save to field to select the project folder you want to use for your Data Exchange.

02:04

You can use the Switch Account > Project drop-down first, if needed.

02:09

Then, in the Project Files directory, navigate to and select the desired folder.

02:16

Click Select.

02:19

Expand the View drop-down to change the view if necessary.

02:23

Additionally, you can filter your view by expanding the Filter By drop-down.

02:29

If you select Category, use the new Category drop-down to select from all visible categories in the specified view.

02:37

You can also filter by Selection to export only the selected elements.

02:42

However, for the most consistent results, best practice is to create a dedicated view specifying all elements to be used for the Data Exchange.

02:52

Select Create Data Exchange to generate and upload the Data Exchange to your selected project and folder.

02:59

Once the Data Exchange finishes processing, it will be ready to use.

03:04

You can review its progress in Autodesk Docs.

03:08

To update a Data Exchange, back in Revit, in the Data Exchange dialog, click Update.

03:16

Again, it will take a moment for the Data Exchange to process.

03:21

When you update the Data Exchange, its version number will update incrementally.

03:27

You can also update the Data Exchange by clicking More and selecting Update.

03:32

To view your Data Exchange in Autodesk Docs, in this same drop-down, select View on Web.

03:39

Or, to share the Data Exchange, select Copy link to Exchange;

03:44

however, before you do this, return to Autodesk Docs to ensure that the Data Exchange has finished processing.

03:52

Once the exchange is processed, you can share the data with other stakeholders,

03:57

or you can use Power BI to extract data from the included elements.

04:02

Now you can use the Revit Connector to create, share, and manage Data Exchanges in Revit,

04:08

allowing for integration with both Autodesk and non-Autodesk applications.

Video transcript

00:03

Data Exchange for Revit enables you to create, share, and bring in exchanged data to and from other Autodesk and non-Autodesk applications.

00:13

The Data Exchange—Revit Connector is available for download from the Autodesk App Store.

00:19

In addition to installing the connector, there are a couple of steps to prepare for creating a Data Exchange.

00:26

First, with a project already created and saved in Autodesk Docs, ensure that you have the necessary permissions.

00:34

To create a Data Exchange, you need to have at least create permissions with view, download, publish, uploads, or higher.

00:44

To load a Data Exchange, you need to have view and download permissions or higher.

00:50

Next, in Revit, prepare a 3D view with the specific subset of elements that you want to export to the Data Exchange.

00:58

Limit your view to show only the essential elements, and keep the total below 30,000 for optimal Data Exchange performance.

01:07

In this example, a set of predefined 3D views with a view template applied is being used to ensure consistent Data Exchange output.

01:16

Note that you do not need to save your Revit model in Autodesk Docs to create a Data Exchange,

01:22

although you do need to have access to a project in Docs to save the exchange.

01:27

Now, you are ready to create a Data Exchange from Revit.

01:31

On the ribbon, Collaborate tab, Share panel, select Data Exchange.

01:38

The Data Exchange dialog opens, where you can create or load Data Exchanges made by you or other team members.

01:46

To create a Data Exchange, click Create Data Exchange.

01:51

By default, the Data Exchange will inherit the name of the 3D view, but you can also rename it.

01:58

Then, click in the Save to field to select the project folder you want to use for your Data Exchange.

02:04

You can use the Switch Account > Project drop-down first, if needed.

02:09

Then, in the Project Files directory, navigate to and select the desired folder.

02:16

Click Select.

02:19

Expand the View drop-down to change the view if necessary.

02:23

Additionally, you can filter your view by expanding the Filter By drop-down.

02:29

If you select Category, use the new Category drop-down to select from all visible categories in the specified view.

02:37

You can also filter by Selection to export only the selected elements.

02:42

However, for the most consistent results, best practice is to create a dedicated view specifying all elements to be used for the Data Exchange.

02:52

Select Create Data Exchange to generate and upload the Data Exchange to your selected project and folder.

02:59

Once the Data Exchange finishes processing, it will be ready to use.

03:04

You can review its progress in Autodesk Docs.

03:08

To update a Data Exchange, back in Revit, in the Data Exchange dialog, click Update.

03:16

Again, it will take a moment for the Data Exchange to process.

03:21

When you update the Data Exchange, its version number will update incrementally.

03:27

You can also update the Data Exchange by clicking More and selecting Update.

03:32

To view your Data Exchange in Autodesk Docs, in this same drop-down, select View on Web.

03:39

Or, to share the Data Exchange, select Copy link to Exchange;

03:44

however, before you do this, return to Autodesk Docs to ensure that the Data Exchange has finished processing.

03:52

Once the exchange is processed, you can share the data with other stakeholders,

03:57

or you can use Power BI to extract data from the included elements.

04:02

Now you can use the Revit Connector to create, share, and manage Data Exchanges in Revit,

04:08

allowing for integration with both Autodesk and non-Autodesk applications.

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