How to Export Revit Data to Excel

Although Revit is the leading BIM software in the world, it simply was not designed to enable users to edit large amounts of data quickly and easily.

Because complex Revit models have massive amounts of data, using Revit to verify, manipulate, and update that data can be incredibly time consuming and error prone. It’s not uncommon for architects, engineers, designers, and contractors to spend hundreds of hours on data entry tasks, double handing data, and fixing work done incorrectly. Spending time on these tasks can frustrate the users, who generally prefer to spend their time on more innovative and creative activities. It can also lead to missed deadlines or incorrect deliverables, which can frustrate customers and can damage a business’s reputation. 


Ideate BIMLink eliminates the need for time to be spent on manual, repetitive tasks by enabling users to export Revit data to Excel, use the powerful tools in Excel to easily manage, manipulate, and edit the data, and then push the updated data back into the Revit model, saving hours of manual data editing. Excel doesn’t even need to be installed for Ideate BIMLink to read and write Excel files.


Ideate BIMLink supports the following file formats for both import and export for Revit projects:


  • Excel 2007 - 2013 Workbook (*.xlsx)
  • Excel 2007 - 2013 Macro-Enabled Workbook (*.xlsm)
  • Excel 97 - 2003 Workbook (*.xls)


Excel is the ideal choice for these workflows because it is the most popular spreadsheet software in the world. More than 750 million people around the world use it, and the vast majority of business use it for data entry, data management, accounting, financial analysis, charting and graphing, and more. Most people already know how to use the software, and those who aren’t familiar with it can gain a basic understanding of its interface and core functions in just a few hours, and most people can fully learn the application and master its more complex capabilities in just 18 – 20 hours. 


Using Ideate BIMLink

Like all Ideate Software products, Ideate BIMLink is easy to learn and use. Below are a few examples of how to export/import data from Revit to Excel. You can get step-by-step workflow instructions, information on troubleshooting, and details on customizations from our website in the Ideate BIMLink Help files. 


Example One: Excel Naming Conventions: Associate an Excel Spreadsheet with a Link Saved in a Revit Project 


  1. The Excel worksheet tab and the link must be named the exact same thing
     
  2. The Excel column headings must match the corresponding link property name
     
  3. In most examples, the first column in the Excel sheet has to contain a valid Revit element id assigned by Revit. It will be used to identify an element within the Revit model


NOTE: If any of the above information changes, Ideate BIMLink won’t be able to associate the Excel spreadsheet with the link used to create that spreadsheet. Learn more here: Import Messages when importing Revit to Excel


Tip: The name of the Excel file is arbitrary; it can be changed to identify different spreadsheet tabs created by the same link

Export Revit Data to Excel

Example Two: Export from Revit to Excel

To export elements from Revit to Excel, open Ideate BIMLink and:

Export Revit Data to Excel

Publish the data specified within the selected link definition to Excel, by clicking “Export…” 

 

Select an Excel spreadsheet file (new or existing) to receive the exported Revit properties. 

  • New File: Ideate BIMLink will create a new Excel file with one new worksheet that will have the same name as the link
  • Existing File: You can insert a new worksheet or overwrite an existing worksheet.  Learn more here: Exporting to an Existing File

Example Three: Editing Revit Property and Cell Units in Microsoft Excel

Default Units - Ideate BIMLink will export numeric property values from Revit to Excel by using the default units defined in Revit.
 

  • If the default unit is set to feet and fractional inches, Ideate BIMLink will export the values as decimal values with three places 
     
  • Numerical values imported from Excel to Revit are interpreted as having the default units defined in Revit

    NOTE:  The Properties palette in Revit does not use the unit format specified within Project Units; it has its own, hard-wired format
     

Imperial Units - Fractional Inches - Microsoft Excel doesn’t support imperial format for length values in the same way as Revit with both the feet and inches syntax. Instead, when working with imperial length units:
 

  • Feet and fractional inches are displayed as decimal feet
  • Fraction inches are displayed as decimal inches


Even though the values are exported using numerical values, these number formats are acceptable for importing purposes: 6'1 or 73" or 6'-1"
 

Formatting Dates – Microsoft Excel will convert certain types of text string data into a Date format when an edit is made. E.g., “3-03-12” will change the cell format from "General" to "Date," and it will change the underlying cell value. This also alters how the information is imported back into Revit via Ideate BIMLink. If you don’t want this to happen, we have two workaround options: 

  • Type this character ' in front of the date to force the cell to retain its "General" text string format and read exactly as written. E.g., Type: '31-05-22 to signify May 31, 2022, and the value will read into Revit as expected
  • Use the dd/mm/yy, mm/dd/yy syntax and Excel won’t convert it to a text string.


Example Four: Automating Document Issue and Revision Records using Ideate BIMLink and Ideate Sticky

Using Ideate BIMLink along with Ideate Sticky, our application that enables users to place non-BIM data within Revit files, you can easily automate document issue and revision records. This workflow addresses the challenge of dealing with revision information in the Revit model when there is a need to schedule all of the sheets and all the revisions that exist on that sheet. Revit only displays the current revision in a sheet list, and it does not have a built-in solution to schedule every revision on each sheet. Here’s a recording of a webinar in which we ran through the entire process. 

Learn About all Ideate Software Solutions for Revit Users 

Visit our website to learn more about Ideate BIMLink for Revit as well as our other Revit data management tools. When you’re ready to take the next step, contact us, get 30-day trial versions, or choose the subscription option that best meets your needs. 


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If you have any questions, reach out to us. We are here to help you understand and use our add-ins for Revit. 

  • What is a Named User license?

    A Named User license is assigned to one specific person rather than shared across a network. For a step-by-step walkthrough, see the Graitec Licensing Help Center - Named User.

  • Are Ideate Suites replacing Ideate Software Bundles?

    Yes. Going forward, Ideate Suites replace Ideate Software Bundles.

  • What's the difference between the Ideate Software Bundle and the Ideate Suite?

    Both include the same five tools: IdeateApps, Ideate BIMLink, Ideate Explorer, Ideate Sticky and Ideate StyleManager. 


    • Bundle: Each tool is licensed separately, so different people can work in different tools at once. For example, with one Bundle, five people could each use a different tool at the same time.
    • Suite: One license covers all five tools for one person at a time. That person can move freely between every tool. While they're using the Suite, it isn't available to anyone else on that license until they finish.

    A Named User Suite is assigned to one specific person. A single Network Cloud Floating Suite can be shared across your team, one person at a time.


    Bundle to Suite Infographic


  • Will my team need more licenses?

    If several people on your team use different Ideate tools at the same time, you may need more than one Suite license. Contact us and we'll review your team's usage and help you choose the right setup.

  • Can I still buy an Ideate Software Bundle?

    No. Bundles are no longer available for purchase. New purchases are offered as follows:


    • Ideate Suite: Named User or Network Cloud Floating 
    • Enterprise Suite: Network Cloud Floating
    • Active Host: Network Cloud Floating
    • Automation: Network Cloud Floating
    • Individual products: Named User or Network Cloud Floating (IdeateApps, Ideate BIMLink, Ideate Explorer, Ideate Sticky, and Ideate StyleManager)
  • Can I still buy IdeateApps, BIMLink, Explorer, Sticky, or StyleManager individually?

    Yes. Individual products are available as Named User or Cloud Floating licenses until the new product lineup launches with the next major release, expected mid-2027.

  • Will floating (network) licenses still be available?

    Yes. FlexLM remains available for organizations with security requirements, such as environments without internet access. FlexLM is not available through the online store, so please contact your account manager to purchase.

  • My organization has strict security requirements or no internet access. Can I still get a FlexLM license?

    Yes. FlexLM remains available for organizations with security requirements, such as environments without internet access. FlexLM is not available through the online store, so please contact your account manager to purchase.

  • I'm an existing customer. What happens to my current license/s?

    Your existing Ideate Software subscription is moving to our new licensing system at no cost. Your license quantities and expiration dates stay the same.


    • Standalone licenses become Named User licenses. Set up your Named Users in the Graitec Advantage Portal.
    • Cloud Floating (network) licenses become Network Cloud Floating Suite licenses. Deploy the latest release as you have in the past, using the new license code in your migration email.
    • Each Ideate Software Bundle becomes an Ideate Suite.

    To keep using Ideate, update to the latest release and activate your new license by March 31, 2027. Older Ideate licenses will stop working in Q2 2027.


    Using Ideate with Revit 2022 or earlier? Contact ideatesupport@graitec.com to review your options. For account questions, contact sales@ideatesoftware.com.


  • I have a Bundle today. What will I receive when I move to the new licensing?

    Conversions are one for one. Each Ideate Software Bundle becomes one Ideate Suite, and each network Bundle becomes one Network Cloud Floating Suite. Your license quantities and expiration dates stay the same.

  • Where do I manage my licenses?

    In the Graitec Advantage Portal. Based on customer requests, starting with the latest Ideate release, license management and license usage information are handled in Graitec Advantage, outside of Revit. We recommend bookmarking the portal.


    • Named User licenses: Assign licenses to people on your team in Graitec Advantage.
    • Cloud Floating Suite licenses: Deploy the latest release with your new license code as you have in the past, then manage licenses in Graitec Advantage.

    Watch the Graitec Advantage walkthrough


  • Can I transfer a Named User license to another person?

    Yes. There's no limit on the total number of transfers, but each license can be transferred up to two times within a 30-day period.

  • How are licenses issued?

    Each product on your order is issued as its own license once your order is processed. To try a product before buying, contact us to request an evaluation license.

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