Import and Export SOLIDWORKS Hole Wizard Data with Excel

You can now import and export Hole Wizard data with Excel files in the Configuration tool with SOLIDWORKS 2018.  Previously this could only be done with SOLIDWORKS Toolbox Hardware.  This provides an easier way to add custom Hole Wizard sizes within the Excel interface.

The Hole Wizard/Toolbox Configuration tool is found under Tools > Options > System Options tab > Hole Wizard/Toolbox.  Select the ‘Configure’ button.  The tab “1 – Hole Wizard” defines available Hole Wizard hole sizes.

SOLIDWORKS 2018 Import and Export Hole Wizard Data

An Excel file can be exported first to obtain the proper setup and existing sizes.  This Excel file has 3 tabs at the bottom, corresponding to the Standard Properties of each Hole Wizard type:

• Sizes
• Thread Data (except for Straight Holes)
• Screw Clearances (except for Tapped Holes)

Once you have customized the exported Excel file, save as a separate filename (so you have a copy of the original Excel setup) and then use Import Hole Data Tables.

SOLIDWORKS 2018 Hole Wizard Export – Sizes

SOLIDWORKS 2018 Hole Wizard Export – Thread Data

SOLIDWORKS 2018 Hole Wizard Export – Screw Clearances

For Thread Data, be sure to have a matching “full-size” to the “size” in the Sizes tab.  This is shown in the blog article Hole Wizard Thread Data Not Found When Using Newly Created Hole