Solidworks PDM to Boltline

Establish an automated data sync

Sync data from Solidworks PDMto Boltline by following the instructions below:

1

Connect Boltline and create an integration

First, connect Boltline and create your integration (instructions here). You can specify things like:

• the types of data you want to fetch into Violet (parts, purchase orders, work orders, etc.)

• how often data should be fetched (up to every 10 minutes)

2

Connect Solidworks PDM and create an integration

Next, connect Solidworks PDM and create your integration (instructions here).

Violet fetches part and assembly data from Solidworks PDM by connecting directly to your PDM server's SQL database. Alternatively, you can manually upload a BOM in .csv format that's been exported from Solidworks.

3

Configure data sync

Last, configure how data should be synced to Boltline by specifying:

• the types of data you want to sync to Boltline

• any specific rules for what should be synced (for example, by release status, prefix/suffix, etc.)

• any custom fields or attributes

When you have finished configuring the sync, click SAVE.

One-time data syncs

Alternatively, you can push assemblies to Boltline on a one-off basis.

1. Navigate to the desired Solidworks PDM assembly in Violet. Under Automations, select your target app and click Push.

2. Once successful, you will now see this assembly in both Violet and Boltline. Any future pushes will update existing parts and/or create new parts intelligently (it will not duplicate data).