Upgrading Content and transferring tags using Tag IO
Tag IO allows for a simple workflow to copy tags from one channel to another.
- Channel A (Contains current 2022 Revit Content)
- Channel B (New Channel for 2023 Revit Content)
- Copy all content from ‘E:\\Example_Location\Revit2022\Library’ to ‘E:\\Example_Location\Revit2023\Library’
- Upgrade all content in ‘E:\\Example_Location\Revit2023\Library’ to Revit 2023 using a bulk upgrade tool such as Bulk File Upgrader
- Index content from ‘E:\\Example_Location\Revit2023\Library’ into ‘Channel B’
- Download the Tag IO spreadsheet from both channels.
- Open both files in Excel.
- Since Tag IO operates off of the ID column to identify which content it's targeting, we want to place the IDs from Channel B into the spreadsheet for Channel A.
- Resize the first column for more space and then select cell A2 in the Channel A spreadsheet and type =xlookup(
- Click the file name in the same row.
- Type a comma, then select every filename in the Channel B Spreadsheet.
- Type a comma, then select every ID in the Channel B Spreadsheet.
- Type a closing parenthesis, then hit Enter. The ID in column A2 on the Channel A spreadsheet should now match the ID of the file of the same name in the Channel B Spreadsheet.
- Now we can apply this formula to the entire Channel A spreadsheet by clicking and dragging from the bottom right corner of cell A1.
- We've now created a spreadsheet (initially our Channel A spreadsheet) with all the tags of Channel A, but the IDs of Channel B. Save and upload your spreadsheet to Channel B using Tag IO.
- Apply your changes, and you're done!
Please contact firstname.lastname@example.org if you need any assistance or have any additional questions around bulk upgrading your content to newer Revit Versions.