---
title: "Installation Guide to NavVis IVION Connector Setup for Autodesk Forma Data Management"
slug: "installation-guide-for-autodesk-forma"
updated: 2026-05-29T13:32:21Z
published: 2026-05-29T13:32:21Z
canonical: "knowledge.navvis.com/installation-guide-for-autodesk-forma"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.navvis.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Installation Guide to NavVis IVION Connector Setup for Autodesk Forma Data Management

This guide explains how to install, authorize, and configure the NavVis IVION Connector for Autodesk Forma Data Management. The connector links Points of Interest (POIs) in NavVis IVION with issues in Autodesk Construction Cloud (ACC) and keeps them synchronized, enabling combined workflows between high-accuracy NavVis reality capture and Autodesk’s issue/document management.

# 1. App Installation

1. To install the connector, navigate to your Account Admin settings in Autodesk Construction Cloud.

![Autodesk Forma dashboard showing project management options and user information for Ryan.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/image-1779974771719.png)

1. Open the Apps section and navigate to the NavVis IVION Connector for Autodesk Forma.

![Overview of Autodesk Hub Admin apps with highlighted NavVis IVION Connector for Autodesk.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/image-1779974837304.png)
2. Click **Install**. After installation, the **Open** button is enabled and the status will show as Activated.

![NavVis IVION Connector for Autodesk Forma, showing activation status and usage information.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 02 - Image 3.png)

# 2. Login and Authorization

### 1. Launch the connector

1. Open the connector and click **Start**.

![NavVis IVION Connector app interface for Autodesk Forma Data Management with a start button.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 04 - Image 1.png)

### 2. Provide your NavVis IVION instance URL

1. Enter your Instance URL when prompted.

![User prompted to enter IVION URL for Autodesk Form Data Management connection.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 04 - Image 3.png)

1. Your IVION instance must be pre-registered before it can be connected. If your instance has not yet been registered, refer to the appropriate Knowledge Base article for registration instructions.

> [!NOTE]
> **Note:** Access is restricted to pre-authorized IVION instances only.

### 3. Authorize access to NavVis IVION

1. Allow the connector to access your NavVis IVION instance.

![Authorization request screen for NavVis IVION app with next steps highlighted.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 05 - Image 1.png)

> [!NOTE]
> **Note:** Use credentials with Global Admin or Site Admin permissions to ensure adequate access.

1. Once the success confirmation appears, click **Next** to proceed to Autodesk authorization.

![Authorization request for NavVis-P01-Sync application with data permissions listed.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 05 - Image 3(1).png)

### 4. Authorize access to Forma

1. Allow the connector to access your Autodesk Forma projects.

![Authorization request for NavVis-POI-Sync application with user data permissions listed.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 06 - Image 1.png)

> [!NOTE]
> **Note:** It is recommended that you use credentials with Project Administrator permissions.

1. Depending on the size of your NavVis IVION instance and the number of Autodesk Forma projects, loading may take time. Allow the process to complete without interruption.

![Successful connection message for Autodesk account with IVION instance displayed on screen.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 06 - Image 2.png)
2. After authorization, you land on the Synchronization Profiles home page to view, delete, and create profiles.

![Synchronization profiles interface showing no active synchronizations and options to create one.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 06 - Image 3.png)

# 3. New Sync Profile Configuration

### 1. Start a new profile

1. On the Synchronization Profiles page, click the plus (+) icon in the top-right corner.

![Synchronization profiles interface showing no active synchronizations and options to create one.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/image-1779975873898.png)

### 2. Select your NavVis IVION site

Choose the NavVis IVION site to include in the sync profile and click **Next**.

![Setup a new synchronization profile by selecting the Aarhus Water Treatment Facility.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 08 - Image 2.png)

### 3. Select your Autodesk Forma project

Choose the Autodesk Forma Data Management project to link to your NavVis IVION site and click **Next**.

![Select the Autodesk project for mapping with your IVION site in this interface.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 08 - Image 3.png)

### 4. Select POI and Issue types

Select the POI type in NavVis IVION and the corresponding Issue category in Autodesk Forma. Click Next after each selection.

![Select Points of Interest type for synchronization in the NavVis application interface.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 09 - Image 1.png)

### 5. Choose a sync type

After initial configuration, choose between Basic Sync or Enhanced Sync. If 3D models are found in the chosen Autodesk Forma project, you will see the option to activate Enhanced Sync.

![Prompt to activate Enhanced Sync for 3D models in NavVis application interface.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 09 - Image 3.png)

- For **Basic Sync**, continue to Step 4.
- For **Enhanced Sync**, continue to Step 5.

# 4. Basic Sync Profile Setup

A Basic Sync links a single POI in IVION as the initial placement location for all incoming issues from Forma.

### 1. Select Basic Sync

1. Click **No, Continue with Basic Sync** on the sync type prompt.

![Prompt to activate Enhanced Sync for 3D models in NavVis application interface.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/image-1779976860535.png)

1. You will be asked to define an initial position for POIs created in NavVis IVION from an external source. Click **Proceed.**

![Screen displaying initial position setup for Points of Interest in IVION application.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 11 - Image 2.png)

### 2. Create the initial POI

1. In the NavVis IVION site that opens in a new tab, create a POI in the category you specified earlier. This POI defines the location where incoming Autodesk Forma issues will appear as NavVis IVION POIs.

![A workspace with laptops, documents, and a menu for creating points of interest.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/image-1779976964704.png)

### 3. Confirm placement

Close the NavVis IVION tab and click **Proceed** **After Placement** in the connector.

![Instructions for placing a point of interest in the IVION application interface.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/image-1779977069561.png)

### 4. Select the placement POI

From the dropdown, select the POI you just created and click **Save Profile**.

![Select the POI for initial positioning and save the profile in the application.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 13 - Image 1.png)

### 5. Save and activate

1. After the success confirmation, click **Save & Activate** to finalize and activate the sync profile.

![Configuration successful message for Aarhus Water Treatment Facility synchronization with Autodesk.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 13 - Image 2.png)

1. The profile will now appear on the Synchronization Profiles page with the Basic sync type.

![Synchronization profiles displayed with success message for profile creation in NavVis application.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 13 - Image 3.png)

# 5. Enhanced Sync Profile Setup

Enhanced Sync provides spatial alignment between a Autodesk Forma 3D model and an NavVis IVION site by using three pairs of alignment points to generate a transformation matrix.

**Prerequisite:** Complete the steps in Step 3 - New Sync Profile Configuration.

### 1. Activate Enhanced Sync

On the sync type prompt, click **Yes, Activate Enhanced Sync.**

![Prompt to activate Enhanced Sync for 3D models in NavVis application interface.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 15 - Image 1.png)

### 2. Select your 3D model

Select the Revit (.rvt) or Industry Foundation Class (.ifc) model in your Forma project to sync with your NavVis IVION site, then click **Next.**

![User interface for selecting a 3D model in the NavVis application.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 15 - Image 2.png)

### 3. Begin coordinate system alignment

The Enhanced Sync process uses three issues in Autodesk Forma and three POIs in NavVis IVION as alignment points. These point pairs generate the transformation matrix that maps the two coordinate systems.

> [!NOTE]
> **Note:** For Georeferenced Enhanced Sync, see Step 6.

1. Click **Proceed to Alignment.**

![Instructions for aligning 3D model with IVION site coordinate systems.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 15 - Image 3.png)

### 4. Place alignment issues in Forma

1. Click **Open 3D Model** to launch the Forma Data Management model in a new tab.

![Instructions for placing alignment issues in ACC with options to open a 3D model.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/image-1779978232562.png)

1. Create three alignment issues within the model.

**Guidelines:**
  - Give each issue a distinct, memorable name.
  - Place each issue at a location that clearly corresponds to an identifiable point in the NavVis IVION point cloud.
  - Distribute the issues across the X, Y, and Z axes to improve transformation accuracy.

![3D model of Aarhus Water Treatment Facility showing layout and alignment issues.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 16 - Image 3.png)

### 5. Confirm issue placement

After creating the three alignment issues, close the Autodesk Forma tab and click **Proceed After Placement.**

![Instructions for placing alignment issues in a 3D model within the application.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 17 - Image 2.png)

### 6. Place alignment POIs in NavVis IVION

1. Click **Open IVION Site** to launch your NavVis IVION site in a new tab.

![Instructions for placing alignment points in IVION for digital twin coordination.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/image-1779978549494.png)

1. Create the alignment POIs in the same locations as the issues you placed in the Autodesk Forma model.

![Overview of water treatment facility with highlighted alignment point and equipment.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 18 - Image 1.png)

> [!NOTE]
> **Note:**For greater accuracy, place POIs using the point cloud view rather than the panoramic view.

### 7. Map POIs to Issues

1. After creating the NavVis IVION POIs, close the tab and click **Proceed After Placement.**

![Instructions for placing alignment points in IVION for digital twin alignment.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/image-1779978750040.png)

1. On the linking screen, map each NavVis IVION POI to its corresponding Forma issue across the alignment pairs. Click **Save & Next.**

![Mapping alignment points to Autodesk issues in the integration application interface.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 19 - Image 3.png)
2. When all pairs are mapped, click **Calculate Transformation**.

![Configuration success message for synchronization between IVION and Autodesk Forma Data Management.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 20 - Image 1.png)

### 8. Review the RMS error and activate

1. After a successful transformation, the connector returns a confirmation message and an RMS error value. The RMS value is relative and unitless but indicates alignment quality. Use the reference below:

| RMS Value | Alignment Quality |
| --- | --- |
| 0.20 | Ok |
| 0.15 | Decent |
| 0.10 | Good |
| 0.05 | Great |
| 0.01 | Fantastic |

1. Click **Save & Activate** to finalize and activate the profile.

![Configuration success message for synchronization between IVION and Autodesk Forma Data Management.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 20 - Image 1(1).png)

> [!NOTE]
> **Note:**The alignment POIs and Issues can be deleted from their respective systems after the profile has been created.

# 6. Georeferenced Enhanced Sync Profile Setup

A Geo-referenced Enhanced Sync uses a shared coordinate reference system between the IFC model and the NavVis IVION site to streamline alignment without three manually placed alignment pairs.

### 1. Activate Enhanced Sync

On the sync type prompt, click **Yes, Activate Enhanced Sync.**

![Prompt to activate Enhanced Sync for 3D models in NavVis application.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 22 - Image 1.png)

### 2. Select your georeferenced IFC model

Select the georeferenced .ifc model within your Forma project to sync to your NavVis IVION site. Click **Next.**

![User interface for selecting a 3D model in the NavVis application.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 22 - Image 2.png)

### 3. Confirm shared reference system

You will see a Coordinate System Check prompt asking whether your IFC model and NavVis IVION site are configured in the same Shared Reference System (SRS) and use meters as the unit.

- If yes, click **Yes** to proceed.
- If unsure, see Step 7 - Georeferencing Requirements for IFC Models.

![Instructions for aligning 3D models with the digital twin in Autodesk software.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 22 - Image 3.png)

> [!NOTE]
> **Note:** Project units must be set to meters for this option to work.

### 4. Create a calibration issue in Autodesk Forma

The georeferenced workflow requires a single calibration issue in Autodesk Forma, used for calculation purposes related to the model viewer. It can be placed anywhere and deleted after setup.

1. Click **Open 3D Model**, place one issue of the category Design Coordination anywhere in the model. Return to the connector and click **Proceed.**

![Viewer calibration instructions for Autodesk Forma Data Management model with action buttons.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/image-1780058633055.png)

### 5. Select the calibration issue

From the dropdown, select the calibration issue you created and click **Finalize Configuration.**

![Select a calibration issue from the dropdown to finalize configuration settings.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 23 - Image 3.png)

### 6. Save and activate

1. After a successful transformation, you will receive a confirmation indicating that the Enhanced Geo configuration is complete and the system is calibrated.

![Configuration successful message for Aarhus Water Treatment Facility synchronization with Autodesk.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 24 - Image 1.png)

1. Click **Save & Activate** to save the profile.

![Synchronization profiles displayed with success message and options for managing data.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 24 - Image 2.png)

## 7. Georeferencing Requirements for IFC Models

Before configuring a Georeferenced Enhanced Sync, ensure your IFC model meets the following requirements.

### Project Units

In your authoring tool (e.g., Autodesk Revit), set the project units for Length to meters.

![Revit project settings showing units for length, area, and other parameters.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 26 - Image 1.png)

### Export Settings

For georeferenced IFC models, confirm the following before export:

- Project units are set to meters.
- The export uses the IFC4 schema.
- The model uses the same EPSG code as specified in NavVis IVION.

The EPSG code defines the projected coordinate reference system and must match between your authoring environment and your IVION site for georeferencing to work correctly.

![Editing site location with EPSG code and geographic reference details in software interface.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 27 - Image 1.png)

## 8. Verifying your Site and Model are Correctly Georeferenced

After configuring the Georeferenced Enhanced Sync, verify that the NaVVIS IVION site and the IFC model resolve to the same real-world coordinates.

### 1. Enable coordinate display in NavVis IVION

1. In NavVis IVION, open the measurement tool. Go to **Settings** and enable Cursor coordinates. Ensure that the correct Spatial reference system is selected.

![A 3D view of a mechanical space with measurement tools and settings options displayed.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 29 - Image 2.png)

1. You can now hover over points in the NavVis IVION viewer to see their coordinates.

![A view of industrial stairs and equipment with measurement tools displayed on the side.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 29 - Image 3.png)

### 2. Check coordinates in Autodesk Forma

1. Open the georeferenced IFC model in Autodesk Forma Data Management. Use the measurement tools to create a spot coordinate and set the Unit Type to meters.

![3D model of a water treatment facility with highlighted stairs and equipment locations.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 30 - Image 2.png)

### 3. Compare coordinates

1. Spot-check matching points across both systems. If the coordinate values in NavVis IVION and Autodesk Forma are within a few centimeters of each other, your NavVis IVION site and IFC model are correctly configured.

![3D model of a staircase with measurement tools and coordinates displayed on the side.](https://cdn.document360.io/bf174766-fa1a-4fe1-a4d7-b1db1e7cb996/Images/Documentation/Forma Connector Guide Slide 30 - Image 3.png)

1. For larger sites or models, verify several points spread across the site to confirm consistent accuracy.