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Enhancement ex import#3022

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jmcouffin merged 9 commits intopyrevitlabs:developfrom
Wurschdhaud:enhancement-ex-import
Feb 1, 2026
Merged

Enhancement ex import#3022
jmcouffin merged 9 commits intopyrevitlabs:developfrom
Wurschdhaud:enhancement-ex-import

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@Wurschdhaud
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@Wurschdhaud Wurschdhaud commented Jan 17, 2026 •
edited by jmcouffin
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Description

  • keeps field format overrides for schedule exports
  • keeps order for schedule exports
  • added support for ElementId and workset import via name comparison

Checklist

  • Code follows the PEP 8 style guide.
  • Code has been formatted with Black using the command:
  • Changes are tested and verified to work as expected.

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@jmcouffin jmcouffin requested a review from Copilot January 17, 2026 19:56
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Pull request overview

This PR enhances the Excel import/export functionality for Revit schedules by adding several improvements to data handling and field formatting.

Changes:

  • Preserves field format overrides when exporting schedules to Excel, ensuring units and formatting match the schedule's display settings
  • Maintains column order from schedules during export by respecting the schedule's field order
  • Adds support for importing ElementId parameters via name comparison to match elements by name rather than ID
  • Adds support for importing Workset parameters via name comparison to assign worksets by name

Reviewed changes

Copilot reviewed 2 out of 2 changed files in this pull request and generated no comments.

File Description
XLS Export.pushbutton/script.py Enhanced to preserve schedule field format overrides and maintain field order during export; added metadata sheet to store format information
XLS Import.pushbutton/script.py Added ElementId and Workset import support via name-based matching; enhanced to use exported metadata for proper unit conversions

@jmcouffin
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jmcouffin commented Jan 17, 2026 •
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Reviewed the code quickly, it looks fine.
I haven't tested it, would you happen to have a test file, if so, that would expedite the review. @Wurschdhaud

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jmcouffin commented Jan 22, 2026

How to Test

Setup

  1. Check out the PR branch:

    git fetch origin pull/3022/head:enhancement-ex-import
git checkout enhancement-ex-import

    Or download from: https://github.com/Wurschdhaud/pyRevit/tree/enhancement-ex-import

  2. Reload pyRevit after checking out the branch

Test 1: Schedule Field Format Overrides

  1. Open a Revit project
  2. Create or open a schedule with custom field formatting (e.g., override units for specific columns)
  3. Run pyRevit tab → Modify → Edit → XLS Export
  4. Select the schedule and export
  5. Verify:
    • Check the exported Excel file has a hidden _metadata sheet
    • Columns should show the schedule-specific unit overrides (not just project units)
    • Re-import the file and verify units are correctly converted back

Test 2: Schedule Field Order

  1. Create a schedule with columns in a specific order
  2. Export using XLS Export
  3. Verify: Column order in Excel matches the schedule field order

Test 3: Workset Import

  1. In a workshared project, export elements with the "Workset" parameter
  2. Edit workset names in the Excel file
  3. Run pyRevit tab → Modify → Edit → XLS Import
  4. Verify: Workset assignments update based on workset names

Test 4: ElementId Import

  1. Export elements with ElementId parameters (e.g., material, type references)
  2. In Excel, change the ElementId parameter values to different element names
  3. Import the file
  4. Verify: ElementId parameters are updated by matching element names

Test 5: General Export/Import

Test other export scopes to ensure nothing broke:

  • Document (all elements)
  • Document - types only
  • Document - instances only
  • Current View
  • Selection

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jmcouffin commented Feb 1, 2026

@Wurschdhaud since testing it doesn't seem to interest the community, would you mind testing it with the above?
I want it to make it in the release.
Pressing the button in a bit.

@Wurschdhaud
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Wurschdhaud commented Feb 1, 2026

I did so constantly during developing it, I think I'm blind for errors now, if there are any

@jmcouffin
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jmcouffin commented Feb 1, 2026

I'll trust you on that.

@jmcouffin jmcouffin merged commit ae103fc into pyrevitlabs:develop Feb 1, 2026
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github-actions bot commented Feb 1, 2026

📦 New work-in-progress (wip) builds are available for 5.3.1.26032+1937-wip

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📦 New work-in-progress (wip) builds are available for 6.0.0.26032+1956-wip

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📦 New work-in-progress (wip) builds are available for 6.0.0.26032+2005-wip

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📦 New work-in-progress (wip) builds are available for 6.0.0.26032+2008-wip

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github-actions bot commented Feb 1, 2026

📦 New public release are available for 6.0.0.26032+2040

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📦 New public release are available for 6.0.0.26032+2040

@Wurschdhaud Wurschdhaud deleted the enhancement-ex-import branch February 4, 2026 15:35
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Excel Export Import - Unit check per Parameter - (review schedule column settings)

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@Wurschdhaud @jmcouffin