Sourcery Revit Sync App - Getting Started
Sourcery Revit Plugin Installation and Usage Guide
Paul Boken
Last Update één maand geleden
1. Download the Plugin:
- Ensure you are using Revit 2023, 2024, and 2025.
- Ensure you have .NET Framework 4.8 installed (see info page)
- Download the Sourcery Sync Plugin(v1.0.8) From the Revit App Store below.
2. Close Revit:
- Before installing, make sure to close Revit completely.
3. Install the Plugin:
- Run the downloaded .msi file and follow the installation prompts.
- The installation process will guide you through setting up the plugin in Revit.
4. Confirm Installation:
- Once the installation is complete, you will receive a success message.
5. Open Revit:
- Re-open Revit, and you will find the Sourcery Sync Plugin in your Revit menu.
1. Open Your Sourcery Project:
- Navigate to the specific view containing the fields you wish to export.
- You can create a new view or modify an existing one to include only the fields you want to synchronize with Revit.
2. Access the Export Function:
- Click on the Export button within your project.
- Select Current View and then choose Revit.csv.
3. Create a Version (Optional):
- When prompted, decide if you want to create a version of the file. Creating versions is recommended but optional.
4. Download the CSV File:
- The export process will generate a CSV file in the specified format, including unique row numbers and OIDs.
- Save the file to your desired location. An email copy will also be sent if you prefer.
5. Proceed to Revit Integration:
- With your CSV file ready, refer to the next video for instructions on importing and synchronizing it within Revit.
1. Open Your Revit Project:
- Start by opening your Revit project.
- Go to the Sourcery plugin and click on the Synchronization button on the far left.
2. Load the CSV File:
- Import the CSV file you downloaded from Sourcery by selecting it in the open window.
- The data from the file will load, and you can proceed by clicking Next.
3. Map Sourcery Columns to Revit Parameters:
- In the mapping view, Sourcery columns are displayed on the left and Revit type parameters on the right.
- Use the dropdowns to map Sourcery parameters to Revit parameters, Project parameters, or Shared parameters.
- You can search and select the appropriate parameters for each Sourcery field.
4. Map Sourcery Types to Revit Types:
- For each Sourcery type (e.g., D01), use the dropdown to find and select the corresponding Revit type (e.g., Downlight Recess Circle).
- Repeat this process for all Sourcery types.
5. Synchronize the Data:
- Click Next and then Synchronize to begin the synchronization process.
- Review the summary of mapped data and any issues or skipped data.
6. Apply Changes:
- Click Apply Changes to finalize the synchronization.
- Check the mapped data in your Revit project to ensure Sourcery parameters are correctly loaded. You can also map firm-specific parameters as needed.
1. Open Type Properties:
- Identify the firm’s parameter you need to link with Sourcery’s data. For example, "My Color Temperature" with a value of 3,000K.
2. Edit the Family:
- Open the family in Revit where you want to link the parameters.
- Load Sourcery's shared parameters if they are not already loaded.
3. Add Sourcery Parameters:
- Go to the Create tab and under Family Types, add the corresponding Sourcery parameter (e.g., "Color Temperature").
- Ensure both the firm's parameter and Sourcery's parameter are present in the family.
4. Link the Parameters:
- Set the firm’s parameter to equal the Sourcery parameter, linking their values. This process is similar to linking cells in an Excel spreadsheet.
5. Load and Close the Family:
- Load the updated family back into your project and close the family editor.
- If necessary, save the family with the changes.
6. Map CSV Values:
- In the Sourcery plugin, map the CSV column values to the corresponding Sourcery parameters.
- These Sourcery parameters will then update your firm's parameters with the linked values.
7. Synchronize and Apply Changes:
- Complete the synchronization process and apply changes.
- Verify that the Sourcery data is correctly linked and mapped to your firm’s parameters in the type properties.
Process for Adding a Sourcery Schedule to a sheet from Sorcery:
Adding a Schedule:
- Use the “Create Schedule” button from the Sorcery tab in Revit, which will generate a schedule based on instance data synced with Sorcery.
Cleaning up Data:
- You can modify the fields shown by editing the schedule properties, removing unnecessary fields like images or family types, and keeping relevant ones like Sorcery type, wattage, color temperature, etc.
- Reorganize and filter the fields as per your project requirements.
Sorting and Grouping:
- Sort by the Sorcery type and make sure to uncheck “Itemize Every Instance” if you want to show only a summary instead of each instance of the fixture.
Adding Quantity and Syncing:
- Add fields such as quantity to compare Sorcery data with model data. Sorcery currently does not support two-way sync, so any discrepancies need to be manually updated in Sorcery.
Positioning the Schedule:
- After renaming and configuring the schedule, you can drag it onto your Revit plan from the project browser.
- Adjust column sizes and page layout as needed to ensure everything fits cleanly.
Sync Updates:
- If any changes are made to the Sorcery project data, syncing it will update the Revit schedule without manual intervention.