Sourcery Revit Sync App - Getting Started

1. Download the Plugin:

• Ensure you are using Revit 2023, 2024, and 2025.
• Download the Sourcery Sync Plugin(v1.0.8) install file below.

Download Revit Sync App

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.