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Autodesk Inventor Setup

CSV (Comma Separated Values) files are utilized to import Bills of Materials (BOMs) from desktop-based CAD software such as Solidworks or Inventor into SharpSync. Follow the steps below to begin importing data into SharpSync using CSV files.

Prerequisites

• Download and install the Autodesk Inventor Addin from the Downloads section
• Install the addin

Instructions

Setup the CSV datasource

• From the Datasources section, add the CSV datasource as the Primary datasource
• Click the Configure button > BOM Configuration
• On a new line each, enter the Custom Properties to read, the current built-in properties in Autodesk Inventor 2025 in the Design Tracking Properties Property Set are:
  • Appearance
  • Authority
  • Catalog Web Link
  • Categories
  • Checked By
  • Cost
  • Cost Center
  • Creation Time
  • Date Checked
  • Defer Updates
  • Density
  • Description
  • Design Status
  • Designer
  • Document SubType
  • Document SubType Name
  • Engineer
  • Engr Approved By
  • Engr Date Approved
  • External Property Revision Id
  • Flat Pattern Area
  • Flat Pattern Defer Update
  • Flat Pattern Length
  • Flat Pattern Width
  • Language
  • Last Updated With
  • Manufacturer
  • Mass
  • Material
  • Material Identifier
  • Mfg Approved By
  • Mfg Date Approved
  • Parameterized Template
  • Part Icon
  • Part Number
  • Part Property Revision Id
  • Project
  • Proxy Refresh Date
  • Sheet Metal Area
  • Sheet Metal Length
  • Sheet Metal Rule
  • Sheet Metal Width
  • Size Designation
  • Standard
  • Standard Revision
  • Standards Organization
  • Stock Number
  • SurfaceArea
  • Template Row
  • User Status
  • Valid MassProps
  • Vendor
  • Volume
  • Weld Material
• Each value entered here will be available as an Accessor in the Property Mappings tab
• Make sure to add an extra line with the Quantity property which is not an Inventor property but will be used later in the property mappings configuration.

• Click the Save button

• On the main datasource tab, make sure that the Primary Identifier matches with the Part Number Inventor property or any other Inventor property that you use as unique component identifier. The primary component identifier is the identifier that is unique across datasources.

Setup the Property Mappings

You can follow the instructions in the following link to setup your property mappings

• Property mappings: Setup
• Make sure you add the property Quantity as a property mapping and check its Quantity Property checkbox in the Property Mappings Settings panel.

Configure the Addin

After installing the Autodesk Inventor addin, you’ll need to configure how it will generate BOMs.

• Click on the SharpSync ribbon tab
• Click on the Login button
• Enter your SharpSync username & pwd then click on the Login button
• If successful, the window will close
• Click on the Settings button
• If the login succeed you should see the Primary Component Identifier & Secondary Component Identifier listed
• Once your Inventor assembly is ready, click on the Export Bom button which will automatically export the Bom to SharpSync by opening a new web browser page
• The addin supports exporting any Inventor Assembly Model State, make sure that the appropriate Model State' is active before clicking on the Export Bom` button