You connect InEight to your other common data environments (CDEs) with an integration that moves documents, models, transmittals and metadata between InEight and platforms such as Autodesk Forma, Bentley ProjectWise, Oracle Aconex and Microsoft SharePoint. CDE Sync™ links InEight through a dedicated service account, maps its fields to each connected platform and keeps the chosen folders in step, with every transfer logged.
Why InEight rarely runs alone
InEight is widely used on major capital works and infrastructure programmes, often by owners or principal contractors. The contractors and consultants delivering the work almost always run a second CDE for design and construction, which leaves someone reconciling documents and metadata between InEight and that platform by hand.
That reconciliation is slow and error-prone. Documents are exported, renumbered to suit InEight, attributes are re-keyed and transmittals rebuilt. When the owner responds, the result has to be carried back into the delivery team's platform. On a programme with several delivery partners, the same work happens in parallel across each of them.
What the integration carries
CDE Sync™ synchronises documents, models and metadata between InEight and every other connected CDE. Metadata fields are mapped against each platform's schema, and transmittal and version history are preserved across the sync. Every transfer is logged for audit and compliance. CDE Sync™ can connect InEight to one other platform or to several at once, so a programme with partners on Forma, ProjectWise and SharePoint can be configured in one place.
The InEight integration page and CDE Sync for InEight describe the connector in more detail.
How to connect InEight, step by step
List every platform that needs to exchange information with InEight, and agree the document types and direction for each.
Obtain InEight's document numbering, mandatory fields and transmittal requirements from the owner's document control team.
Request a dedicated InEight service account and service accounts for each connected platform.
Connect each platform in the CDE Sync™ wizard alongside your InEight administrator.
Select the folders, map metadata fields between InEight and each platform, and set the schedule.
Run a pilot exchange and check documents, transmittals and audit entries on both sides.
Extend to further partners or document types once the first exchange is confirmed.
Working across many delivery partners
Large programmes often have several packages, each delivered by a different contractor or joint venture with its own CDE. Connecting each one to the owner's InEight environment through the same tool gives the owner a consistent record and gives each partner a predictable submission process. It also means the owner can apply the same mapping rules across every package, which keeps metadata consistent for later use in operations and asset management. Our article on supply chain CDE integration covers this pattern in more depth.
Preserving transmittals and history
Transmittals matter on major programmes because they record what was formally issued, to whom and when. When documents are moved between InEight and another platform by hand, the transmittal record is usually rebuilt, which takes time and introduces differences between what each party believes was sent. CDE Sync™ preserves transmittal and version history across the sync, so the record in InEight matches the record in the delivery team's platform. That consistency is useful during delivery, and it becomes important later when the owner relies on the record for commissioning, handover and any dispute about what was provided.
Security for major programmes
Major programmes often carry Security of Critical Infrastructure (SOCI) obligations and strict data residency rules. CDE Sync™ streams files directly between InEight and each connected platform without storing them, encrypts data in transit and processes it in the Azure region you choose. Utopia Digital holds SOC 2 Type II and Cyber Essentials. See the Security Trust Portal and the global data region map.
InEight and the Utopiaverse™
Connecting InEight brings it into the Utopiaverse™, the connected record Utopia Digital builds across your platforms. CDE Sync™ keeps InEight aligned with every other CDE, CDE Backup™ keeps an independent copy in your own Azure, CDE Migrate™ handles platform changes, including issues and RFIs, and CDE Archive™ captures the record at completion. AI Insights then searches InEight content alongside every other platform. Read How Do I Connect My CDE Platforms? for the wider picture.
See InEight connected in the monthly live demo, or talk to the team about your programme.
