Load and unload data exchanges with the Revit Connector

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Data Exchange for Revit enables you to create and share Data Exchanges to and from other Autodesk and non-Autodesk applications.

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Once you have downloaded and installed the connector, you can load and unload Data Exchanges from within Revit.

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To load a Data Exchange in Revit, from the ribbon, Collaborate tab, Share panel, select Data Exchange.

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Then, in the Data Exchange dialog, click Load Data Exchanges.

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The Data Exchange selection window opens.

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Expand the drop-down to select the account and project, and then navigate to the folder where the Data Exchange is located.

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You can also search for an exchange by name.

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If the Data Exchange is not visible in the list, ensure that you have at least view and download permissions for that folder.

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You can also try clicking Refresh next to the Search field if the Data Exchange was created recently.

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Select the Data Exchange from the list.

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In this example, a Revit model for electrical services is being used, and the architectural lighting Data Exchange is selected.

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Optionally, click Preview to open a 3D view from Autodesk Docs where you can see the contents of the Data Exchange.

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If you are satisfied with the result, you can either click Load, or expand Load and select Advanced Load.

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In the Advanced Load Settings dialog, choose whether you want to import the levels of the Data Exchange as native Revit elements,

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then click Load.

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Back in the Data Exchange dialog, a progress indicator displays.

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Wait a moment for the Data Exchange to load, noting that the loading time depends on the number of elements included.

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Remember that a Data Exchange is intended to be a subset of elements.

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Instead of using entire models, keep the number of elements below 30,000 to help limit the processing time.

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Once the Data Exchange is loaded, the drawing area displays the included elements.

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In the Properties panel, notice that all included elements have additional parameters for the Exchange Entity ID and Exchange ID.

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To remove or unload a Data Exchange, in the Data Exchange dialog, click More (⋮) next to that exchange, and then select Unload Exchange.

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A warning dialog displays.

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Ensure that you are not using any of the included elements in your documentation before unloading the Data Exchange.

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Any annotations associated with those elements will also be removed.

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To proceed with the unload, click Yes.

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This will remove all elements included in that Data Exchange.

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Now you know how to use the Revit Connector to load and unload Data Exchanges in Revit.