Duplicate Filenames
Duplicates can cause confusion and errors when transferring data to ERP systems.
→ Solution: Clean up or consolidate files and use tools like Sovelia Vault to detect conflicts before export.
How to Prepare Autodesk Vault for a Successful ERP Integration
This blog breaks down the biggest challenges in Autodesk Vault–ERP integration, including duplicate files, scattered properties, unresolved models, uncategorised data, poor planning, and limited Vault expertise. Read the blog to discover how using the right tools and expert support, you can overcome these barriers and set your project up for success.
How to Prepare Your Autodesk Vault for Seamless ERP Integration
Integrating your CAD data with an ERP system can unlock powerful efficiencies—but only if your data is clean, consistent, and well-structured. Autodesk Vault and Sovelia Vault offer robust tools to support this process; however, several common barriers can slow down or complicate the integration.
In this guide, we’ll break down the most common challenges and show you how to overcome them, ensuring a smooth ERP integration.
Common Barriers to ERP Integration
Inconsistent Metadata
Scattered properties make mapping to ERP difficult.
→ Solution: Standardise metadata fields and create a mapping table early in the project.
Unresolved CAD Models
Drag-and-drop moves can break references, preventing successful exports.
→ Solution: Ensure all models are complete and train users to manage references properly.
Limited User Knowledge
An outdated understanding of Vault and ERP processes can lead to errors.
→ Solution: Provide regular training, clear workflows, and guidance on best practices.
Preparing Autodesk Vault for ERP Integration
With the right tools and expertise, transitioning from manual data entry to automated ERP workflows is achievable. Here’s how to prepare:
Step 1: Plan Metadata Mapping
Start by defining what data needs to be sent to ERP. Use a metadata mapping table to align file properties with ERP fields.
Step 2: Add Metadata Early
Once the mapping is defined, begin populating metadata in Vault. This ensures consistency and reduces manual work later.
Step 3: Clean Up Vault Data
Export existing data, clean it, fill in missing metadata, and re-import it. While the process is straightforward, it often requires manual effort.
Step 4: Define and Document Workflows
Create clear workflows for CAD users and document them in a user manual. This helps maintain consistency and supports long-term success.
|
Filetypes |
File Property |
Drawing Title Block |
To ERP |
|
ipt |
Part Number |
Drawing Number |
Item Number |
|
ipt |
Title |
Title |
Title |
|
ipt |
Description |
- |
- |
|
iam |
Part Number |
Drawing Number |
Item Number |
|
iam |
Title |
Title |
Title |
|
iam |
Description |
- |
- |
|
ipn |
- |
- |
- |
|
idw |
Part Number |
Drawing Number |
Item Number |
|
idw |
Title |
Title |
Title |
|
idw |
Description |
- |
- |
|
dwg |
Part Number |
Drawing Number |
Item Number |
|
AutoCAD dwg |
Part Number |
Drawing Number |
Item Number |
Collaboration is Key
Successful ERP integration requires collaboration between your team, the ERP supplier, and experts in CAD and PDM systems. Sovelia Vault simplifies the process by allowing direct exports from the CAD BOM, eliminating the need for Vault’s Item Master in many cases.
For example, triggering data export when a file is released ensures the BOM is validated and compliant—preventing incomplete data from entering the ERP system.
Final Thoughts
ERP integration with Autodesk Vault doesn’t have to be overwhelming. With Sovelia Vault, expert guidance, and a methodical approach, you can streamline your workflows and eliminate manual data entry.
Need help getting started? Contact us today to find out how Symetri can support your ERP integration journey—from planning to execution!
Sovelia Vault: The Smarter Way to Manage Design Data
If you are an Autodesk Vault user in the mechanical engineering and manufacturing industry, you are likely familiar with the challenges of managing design data. While Vault provides a solid foundation for storing and organising design data, it falls short in some critical areas. You might have noticed this if you ever wanted to automate workflows or configure company-specific rules and processes in Vault. Let’s dive into these challenges and possible solutions.
5 Tips to Work Smarter in Autodesk Vault
Sovelia Vault is an automation platform for Autodesk Vault, providing enhanced flexibility, control, and customisation. Discover 5 tips to work smarter and streamline your Autodesk Vault workflows with Sovelia Vault.
Cybersecurity Starts with Awareness
Discover the hidden cybersecurity risks many businesses overlook—from improper data disposal and insecure API integrations to forgotten digital footprints left by former employees. Learn practical steps to reduce your exposure and protect sensitive data. Plus, get expert insights and register for our upcoming webinar on data security and compliance in Autodesk’s new regional hubs.
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