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Manage Data Links

Revit ↔ Excel Sync in G.plus

The Manage Data Links window is where you control the connections between Revit schedules and Excel spreadsheets.

Manage Data Links

Main Table

Each row in the table represents a live link between a Revit schedule and an Excel file. These links allow you to sync model data with external spreadsheets — useful for stakeholders who work outside of Revit.

Column Description
Schedule The Revit schedule being linked
Type Indicates whether the link targets Instance or Type parameters
Path The file path of the linked Excel sheet
Path Type Shows whether the path is Absolute or Relative
Status Indicates whether the Excel file is accessible and synced
Last Sync Timestamp of the most recent synchronization

Right-side Actions (Sync Tools)

Each icon performs a sync action for the selected link:

  • Pull — Updates the Revit schedule using the Excel file
  • Push — Overwrites the Excel file with current Revit data
  • Sync — Performs a smart two-way sync (based on changes)
  • Compare — Opens a merge interface to review and resolve differences
  • Removes the selected link from the list
  • Adds a new link between a Revit schedule and an Excel file

💡 Use this tool to connect your BIM model with quantity takeoffs, asset registers, or room data sheets managed externally — without breaking the Revit workflow.

To create a new connection between a Revit schedule and an Excel file, click the Add button in the main interface.
This opens the New Data Link dialog:

New Data Link

Configuration Options

Field Description
Schedule Select an existing Revit schedule you want to link with Excel
Parameter Type Choose whether the data exchange will act on element Instance or Type parameters
Path Browse to select the Excel file (.xlsx) you want to link. Use the yellow folder button to open the file picker
Path Type Absolute (Stores the full path to the file) or Relative (Stores a path relative to the Revit project location)

Once all fields are configured: - Click the OK button (purple circle) to create the link.
- The new link will appear in the Manage Data Links table, ready for push/pull/sync actions.
- The data will be pushed to the linked Excel file.

💡 You can create an Instance and a Type link for the same schedule.

💡 You can link multiple Revit schedules to the same Excel file, but it will need a different sheet for each link.

General Notes

  • Push Overwrites Everything
    When you push data to Excel, the entire content of the linked sheet will be replaced by the current Revit schedule. Any manual changes in Excel will be lost unless pulled beforehand.

  • Pull Respects Read-Only Parameters
    When you pull data from Excel, only writable parameters will be updated in Revit. Read-only fields (e.g., calculated values or system parameters) remain untouched.

  • Create or Delete Elements via Excel
    For supported categories like Rooms, Spaces, Areas, and Sheets, you can:

  • Add new elements by inserting new rows in Excel

  • Remove elements by deleting rows

  • Dynamic Column Mapping
    If you add new columns in the Excel sheet, G.plus will prompt you to:

  • Map them to existing parameters, or
  • Create new shared parameters automatically

💡 Use these capabilities to quickly bulk-edit schedules, populate new projects, or coordinate with non-Revit users — all from Excel.

Selective Merge

The Merge window allows you to resolve conflicts between Revit data and the linked Excel file.
This ensures you don’t have to overwrite everything — just what matters.

New Data Link

How it Works

  • Left Panel: Shows the current data from the Revit model
  • Right Panel: Displays the data from the Excel file

Each row represents differences in elements (e.g., Room, Space, Area, or Sheet) being compared across both sources.

Manual Conflict Resolution

  • Use the checkboxes to manually select which rows to update.
  • You can decide line-by-line whether to:
  • Push changes from Revit → Excel
  • Pull changes from Excel → Revit

This selective approach gives you granular control, avoiding full overwrites and reducing the risk of data loss.

💡 Ideal for collaborative workflows where teams update Excel files in parallel with Revit development.

Finalize Changes

After reviewing and selecting desired rows, click OK to apply the merge based on your selections.