Below explains the quick steps for Exporting and Updating data.


In Revit:

  • Select elements in Revit. 
  • Click the Naviate tab >>Naviate Core panel >> Extract button.
  • Select the settings for your export in the Export Settings dialog and click the Export button.
    • In the current implementation you can only choose the output format to be either One Tab per Family or One Tab per Category.
    • The other options shown and marked with * will be available in future versions.
  • Choose a location and file name for the Excel File that will be saved.
  • Make changes in Excel, but don’t change the gray/blue read-only columns.
  • Save your changes. It is okay to leave Excel open.
  • Click Naviate tab >>Naviate Core panel >> Update button.
  • Select the modified Excel file.
  • The import will occur, and any errors will be saved in a separate Excel file.