Sourcery Revit Sync App - Getting Started

Sourcery Revit Plugin Installation and Usage Guide

Paul Boken

Last Update één maand geleden

Installing the Sourcery Plugin

1. Download the Plugin:

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.


Exporting Your Sourcery Project for Revit Integration


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.
Mapping and Synchronizing Sourcery Data in Your Revit Project


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.
Linking Sourcery Shared Parameters to Your existing Firm’s Parameters (Optional)


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.
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