Atlassia User Guide

Atlassia turns a CAD assembly into an interactive 3D parts catalog that your customers can browse, search and request quotes from on any device. You drop in a STEP file, connect your parts list, and publish a link or an embed for your website.

This guide covers everything you can do in the app at app.atlassia.de.

Quick start

What you get: your customers turn the machine in 3D, find the exact part they need, and send you a quote request with the right part number and quantity. No more photos of "the round thing next to the motor". You see which parts they look for, and improve the catalog where they get stuck.

What you need: a STEP file of your assembly (or STL and 3MF files), and optionally your parts list as CSV or Excel. Have both in one ZIP with photos and PDFs? Drop the ZIP.

1. Drop your files on app.atlassia.de. The model is read in your browser; your files are never uploaded. → Importing
2. Check the parts. Without a parts list, Atlassia builds one from the model and links every part for you. With your own list, confirm the columns and the matches it suggests. → Parts lists
3. Decide what customers see. Add descriptions, photos, PDFs or prices where they help; show, box or hide each part. → Part connections
4. Save and publish. Sign in and Save. The Project panel then shows 4 · Customer catalog with Publish link. Switch on the quote basket in its Settings. → Publishing
5. Share it. Send the link or paste the embed code into your website. Quote requests arrive in the Customers panel, and by email, Slack or Teams if you like. → Quote requests

What do you want to do?

Key ideas in one minute

• Project — your editable work: the 3D structure from your CAD file, your parts list, how each part is linked to geometry, branding and settings. Projects are saved privately to your account.
• Catalog — the published, read-only version of a project that customers see. It contains only what you approved for publishing.
• Part (service item) — a row customers can find and order: part number, description, quantity, optional order link, images and PDFs.
• 3D part — a piece of geometry from your CAD file. A part is linked to one or more 3D parts so customers can see exactly where it sits.
• Floor — the viewer stacks an assembly into levels: the full product on one floor, its sub-assemblies and parts on the floors below.

Privacy at a glance

• CAD files are read in your browser. The original STEP/IGES/BREP file is never uploaded.
• When you save a project, Atlassia stores the project data and the generated 3D models privately in your account.
• When you publish, only the sanitized catalog is made public: approved parts, their details and media, and the 3D models you chose to show. Raw BOM rows, file names, hashes and internal identifiers stay private.

The details are in the privacy policy and on the security page.

Questions or feedback: contact us.

01Getting started

What you need

• A recent desktop browser. Chrome and Edge give the best results (they use WebGPU); other browsers with WebGL 2 also work. If your browser supports neither, Atlassia shows a message instead of the 3D view.
• A CAD assembly as STEP (.step, .stp), IGES (.iges, .igs) or BREP (.brep); or mesh files as STL, 3MF or OBJ; or all of it, with a parts list and photos, in one ZIP. Ready-made 3D models as GLB (.glb) open for viewing.
• Optional: a parts list (bill of materials) as CSV or Excel (.xlsx).
• To save projects and publish catalogs: an Atlassia account with beta access (see Your account). Viewing and trying the app needs no account.

The home screen

When you open app.atlassia.de you see:

• The drop zone — drag files anywhere onto the page, or click browse. Accepted: STEP, IGES, BREP, STL, 3MF, OBJ, ZIP, GLB.
• An example assembly beside it, the OpenTorque Actuator by Gabrael Levine (CC BY-SA 4.0): drag to turn it, scroll to zoom. To see a full catalog, open the live example on atlassia.de.
• Top-right buttons — account, this user guide (?), contact (opens a short form to reach us), and light/dark mode.

Once you are signed in, the home screen becomes your workspace: your latest saved project, other projects, and your catalogs with a Copy link button for each live one. See Your account.

While your account has no projects yet, the workspace shows Your first catalog in three steps (drop your CAD, check the parts, publish a link) and Open the sample project, which opens the actuator as a project of your own to try every step on.

Your first catalog

The five steps from file to published catalog are in the Quick start at the top of this guide.

Screen layout of the editor

On phones the details appear as a bottom sheet you can drag up and down.

Unsaved changes

Atlassia warns you with Unsaved changes will be lost before anything would replace your open project — opening a different file or project, or going back to the home screen. You can save first, discard, or cancel.

02Importing CAD and 3D models

Supported files

Open one CAD file at a time. Several mesh files, or several GLB files, can be opened together, but not CAD, mesh and GLB files mixed in one go.

How to import

• Home screen: drag the files onto the page or click browse.
• Editor: drag the files onto the page, or open the Project panel and use Choose CAD file (or Replace CAD once a project is open).

Your files are read entirely in your browser: CAD files with OpenCASCADE, mesh files directly. They are never uploaded to Atlassia. OpenCASCADE is open-source software; see the third-party notices.

Mesh files

STL, 3MF and OBJ files become a project like a CAD file does, so you can link a parts list, publish, take quote requests and explode the model.

• Parts. Each file, and each object in a 3MF or OBJ file, becomes a part. A file that holds a whole model, as files from model sites often do, is split into its separate bodies, and identical bodies (four wheels, a dozen screws) are counted as one part with a quantity. A file of more than 200 separate bodies stays in one piece, as that is usually a scan or a broken mesh. Pieces split from one file are named after it, numbered from the largest.
• Placement. A 3MF keeps its build plate layout. Several files modelled each at their own origin, as print files are, are set out side by side; files exported from an assembly keep their places.
• Colours. A 3MF keeps the colour of its materials.
• Look. Mesh models are shaded flat, facet by facet. An OBJ that brings its own smooth normals keeps them.

One ZIP for the whole project

Drop one ZIP and Atlassia builds the whole project from it:

1. The model — a STEP, IGES or BREP file, or the STL, 3MF and OBJ files. When both are in the ZIP, the CAD file is used.
2. The parts list — a CSV or XLSX file opens in the usual column mapping.
3. Photos and PDFs — each is attached to the part whose part number appears in its file name, for example A-1023.jpg or A-1023 datasheet.pdf for part A-1023. A longer part number wins over a shorter one it contains.

Everything else in the ZIP (READMEs, licences, folders of other files) is left out. The import summary lists the photos and PDFs that matched no part number; attach those by hand in the parts panel.

Files Atlassia can't read

Drop a file from Fusion, SolidWorks, Inventor, Solid Edge, CATIA, Creo, FreeCAD, Rhino, Blender, SketchUp, OpenSCAD and similar programs and Atlassia tells you how to export a STEP or STL file from that program instead. For SolidWorks, see Exporting from your CAD.

File size and large assemblies

Several mesh files count together, and a ZIP counts by the size of the model inside it, not by the ZIP's own size.

While the files are processed you see Preparing your assembly with the current stage. The work runs in the background, so you can keep using the tab, and Cancel import is always safe.

Geometry complexity matters more than file size: an assembly with many curved faces can take tens of seconds even when the file is small.

The import summary

When the import finishes, a CAD ready card (Model ready for mesh files and ZIPs) shows what was found:

• Parts — unique part definitions
• Instances — how many times parts are placed in total
• Levels — how deep the assembly tree is
• Triangles and Mesh data — the size of the generated 3D geometry

After a ZIP it also lists what was attached and what was left for you. Dismiss it when you are done. The assembly is now on screen and the Project panel shows CAD assembly as complete.

Importing a new CAD revision

If your design changes, you don't need to start over. With a project open, drop the new file (or use Replace CAD in the Project panel); mesh files and ZIPs work too. Atlassia processes it locally and opens CAD revision review before changing anything:

• Each part definition is marked Added, Changed (Geometry changed), Removed, Unchanged or Uncertain.
• For uncertain matches, choose which definition in the new revision it corresponds to, or Keep pending to decide later.
• Enter a name for the New revision (for example R2).
• Choose Use new CAD revision to apply it, or Keep current project to leave everything as it was.

Your parts list, part links, details and media carry over. Parts whose geometry needs a new decision are flagged, and the part connections review opens so you can finish them.

Units

STEP and IGES files carry their length unit, and STL and 3MF files are in millimetres, so parts imported from them can be measured in real dimensions. BREP and OBJ files carry no unit, so the measuring tool is not offered for them.

The unit your customers see first is set in Share & publish → Publishing settings → Measurement unit (millimetres by default, or centimetres, metres or inches). See Measuring.

Importing through an AI assistant

An assistant connected to your account can find or prepare model files and send them to you as an import link. See Bringing files in through the assistant.

03Navigating the 3D viewer

Mouse, trackpad and touch

Floors: how an assembly is laid out

Atlassia stands your assembly on a stack of floors. The complete product sits on one floor; each sub-assembly gets its own floor below with its parts laid out around it. Lines connect each part to where it is used.

The breadcrumb at the bottom of the screen lists the floors:

• Overview shows the whole stack.
• Click a floor name to fly to that floor. Hovering a floor name highlights it in the scene.

Choosing an item that is itself a sub-assembly takes you to that sub-assembly's floor. Back (top right) retraces your steps, and Reset (top left) returns the page to how it first loaded.

Selecting a part

Click any part to select it. The camera glides to it and the product details card opens (bottom sheet on phones):

• the part name, and part number and details where available;
• Also used in — when the same part appears in several places, step through each place with the arrows;
• Show product details for the full description;
• View in AR on supported phones (see below);
• Explode object for assemblies.

Exploded views

Select an assembly and choose Explode object to pull its parts apart so you can see inside. Choose Assemble object to put it back together.

In the explode panel:

• Explode amount slider — from Assembled (0%) to Exploded (100%).
• Expand sub-assemblies / Collapse sub-assemblies — open nested assemblies too, so every part is reachable.
• Show all labels / Hide all labels — label every exploded part.
• Flip direction — offered when the assembly comes apart along a shaft; takes the parts off the other end.

Guide lines in the exploded view (explained in the panel's legend) trace each part back to its exact CAD position and to its host component, so you never lose track of where a part belongs.

Refining the explosion by hand

If a part ends up in an awkward spot, drag it to a better place. Each drag is remembered:

• Undo — take back the last move (also undoes a Flip).
• Reset part — put the selected part back to its automatic position.
• Reset all — clear every manual adjustment.

Your adjustments are saved with the project and appear in the published catalog once you publish or update its link. Until then, 4 · Customer catalog in the Project panel says This project has changes customers don't see yet.

Grid view

Browse parts in a 3D grid (toolbar) lays every part out in a scrollable grid instead of the assembly floors — handy for scanning all the pieces of a large product. When the complete product has its own model, the grid opens on it — assembled, on a floor of its own — and the parts follow below. Scroll or use the floor ruler at the side to jump between grid floors. Selecting a part works as usual. Choose Return to assembly view to go back.

Measuring

Measure (ruler icon) is available when the assembly has a known length unit (STEP and IGES imports).

1. Select a part. Its overall size (width × height × depth) is shown.
2. Click a point on the part, then a second point. The distance appears.
3. Click again to start another measurement.

Change the unit (mm, cm, m, in) in the measuring bar. Clear all removes your measurements. Press Esc to step back, or close the bar to stop measuring.

Camera and display

Augmented reality (AR)

On an iPhone/iPad (Quick Look) or an Android phone (Scene Viewer), a selected part with a 3D model shows View in AR. Tap it to place the part in your room at real scale. AR is not offered on desktop browsers.

Models with animations

A GLB that carries animation clips gets Play model animation / Pause animation in its details card.

04Parts lists and part connections

A catalog is only useful if customers can find the part they need and order it by the right number. This chapter covers bringing in your parts list (BOM), checking it against the CAD model, and linking each part to its 3D geometry.

No parts list? You can skip the import. Atlassia generates a parts list from the CAD structure (the panel then reads Review generated parts), and Download generated CSV gives you a starting file to complete in Excel and import later.

Step 1 — Import the parts list

Import the CAD assembly first; a parts list always belongs to an open project.

1. Open the Project panel (left rail).
2. Under Parts list, choose Choose parts list (or Replace list). You can also drop the file onto the page.
3. Accepted: CSV and Excel .xlsx, up to 16 MB, one file at a time.

For an Excel workbook with several sheets, Choose a worksheet first. Atlassia reads saved cell values; formula cells without a saved result are left blank and reported.

Step 2 — Map the columns

The Parts list import dialog detects the header row and suggests which column feeds which field:

Prices are read as people type them: 12.50, 12,50, 1.234,50, € 12.50. A value that could mean two things, such as 12.500 (twelve and a half, or twelve thousand five hundred?), is flagged on its row instead of guessed: write it as 12.50 or 12.500,00. Prices are shown to customers only when you switch them on in the publishing settings.

• Check the Detected header. Use Change header row only if the detected column names are wrong (for example when the export has a title block above the table).
• Fix any field shown as (not mapped).
• The summary shows Rows ready and Rows skipped with the reasons.

A CAD name column makes matching far more reliable: it should contain the component name as it appears in the CAD file.

Step 3 — Compare the BOM with the CAD parts

Next, Compare BOM with generated CAD parts shows how your list lines up with the model. Nothing changes until you apply it.

Use Accept all exact matches, review the rest, then Apply reconciliation. If almost nothing matches, Atlassia warns that the files may describe different products.

Reviewing part connections

Connect parts to CAD (Project panel → Review part connections) is where every part gets its final decision. The project panel shows how many are still pending; publishing needs all of them decided.

For each part:

• Link a Suggested match, or Choose 3D part and search for the geometry yourself. A part can be linked to several 3D parts.
• List without a 3D part — keep it in the catalog as text only (status Text only), for things like screws you don't model or service kits.
• Switch the part off the list — it is left out of the customer catalog (status Not listed).

Use the filter to see Needs review or All parts. When everything has a decision you'll see All parts have a reviewed decision. At the bottom, 3D parts that no list entry links to are listed so nothing is forgotten.

Part details

Choose Edit details on a part to change:

• Part number and Description
• Order link — optional, must start with https://. Shown to customers as a link to your shop.
• Price — optional, in the catalog currency. Leave it empty for no price.

Then Save details.

Once a list entry is linked, the 3D scene, the floor labels and the published catalog name that geometry after it: the Description, or the part number when there is none, instead of the name it had in the CAD file. The whole product takes the project name.

Images and PDFs

Attach image or PDF adds photos, drawings or datasheets to a part (JPEG, PNG or WebP images up to 4 MB; PDFs up to 16 MB). Reorder them with the arrows (customers see them in this order). Remove one with its remove button.

3D visibility: protecting confidential geometry

Each linked 3D part has a visibility switch:

Use Box or Hide for proprietary components. The part can still be listed and ordered.

Searching parts in the editor

Once a project has parts, the Parts button in the left rail opens a search by part number or description. Choose a result to locate it in the 3D scene; parts used in several places list each location.

View in 3D (the turning-cube icon on a row, and on the card of a selected part) opens the part on its own, in a window over the editor: solid where it sits, the rest of the product see-through, slightly pulled apart so a part inside an assembly shows at once. It shows the project as customers would see it if you published now: hidden parts stay hidden, boxed parts show as boxes, and nothing is uploaded. The icon is greyed out for a part that is not connected to the 3D model yet, or hidden from customers.

In that window:

• Alone / In assembly switch between the part by itself and the part in place.
• A part used in several places shows 1 of 4 with arrows; each step frames the next place. Opened from a picked part, it starts at that place.
• The bar at the bottom shows the part's size (width × height × depth); the unit follows the dimensions tool.
• Explode, dimensions and Frame view work as in the 3D viewer.

05Publishing and sharing

Publishing turns your project into a hosted, read-only catalog with its own link. You can send the link to customers or embed the catalog in your website. Publishing needs a signed-in account with beta access.

The Project panel walks through your project as steps: 1 · Model, 2 · Parts, 3 · Machines (optional), 4 · Customer catalog and Quote requests. One button is highlighted at a time: the next step.

4 · Customer catalog shows what customers see:

• Not published yet, with Publish link.
• Live, with the link (Copy link), what it includes (machine links, passcode, quote requests), and either This project matches the live catalog or This project has changes customers don't see yet with Update link. The check covers parts, 3D (including your exploded-view adjustments), prices, and what you set in Settings: name, brand, quote basket, ruler unit and embedding sites, and your machine lists: new machines, re-imported lists and removed machines each get a line and ask for an update.
• Quote requests on/off is what the live link does, read from it. A change in Settings reaches customers with your next update.
• Hidden, when the link exists but customers can't open it.

Preview, Settings and Manage links sit under the step. Manage links opens Share & publish, which is also behind the share icon at the top right of the editor: every link of the project, with hide, revoke, passcode and embed code. It appears once the project has a parts list (imported or generated).

Publishing settings

Choose Settings under 4 · Customer catalog in the Project panel to set how the catalog looks and behaves. Catalog settings in the Share panel opens the same settings. Changes are saved to the project; Save & preview shows the result straight away.

Colors — five colours (Primary: header, Secondary: side panel, Accent: buttons and links, Light and Dark neutrals: cards and background). Pick a ready-made set with the palette button, or reset to the defaults.

Brand identity

Catalog behavior

• Catalog language — English (the default) or Deutsch: the language of everything Atlassia writes for your customers in the catalog, the 3D view and the quote form. Your own words (product name, part descriptions, your machine question, update notes) stay as you typed them. Changing it counts as a change, so 4 · Customer catalog asks for an update.
• Measurement unit — the unit customers measure in first (millimetres by default, or centimetres, metres, inches).
• Prices — Don't show prices (the default), Show prices, or Price on request. With prices shown, choose the Currency (one per catalog) and a Tax label: Prices include VAT, Prices exclude VAT · business customers only (also shows that the offer is for business customers only, the usual way to show net prices in Germany), or no label. Atlassia calculates no VAT: enter the price you mean. Anyone with the link sees the prices, so use Price on request or a passcode for dealer prices.
• Shop link pattern (under Shop connection) — a link to your shop with {partNumber} in it, for example https://shop.example.com/p/{partNumber}. Every part without its own order link gets one, with its part number filled in.
• Shop websites (under Shop connection) — the web addresses where you embed the catalog, one per line. An embedded catalog then tells those pages what visitors add to the basket (see Connect the basket to your shop).
• Enable quote basket — lets customers pick parts and quantities and send you a quote request.

Quote request (when the quote basket is on)

• RFQ email — where the prepared email goes if a customer chooses to send the request by email.
• Email subject — defaults to Quote request for followed by the product name.
• Ask which machine — adds a question to the quote form, so you know which version a customer owns: Don't ask (the default), Ask, answer optional or Ask, answer required. Question is what the form asks, Machine or serial number unless you change it (for example to Serial number). The answer arrives with the request.

Quote requests sent from the catalog are stored in your Customers panel. Customers can also download their cart as CSV or use the prepared email.

Preview before you publish

Preview opens the catalog exactly as customers will see it, with your branding and only the approved parts — without publishing anything. Close it to return to the editor.

Publish a link

1. All parts need a decision first. If you see Review the remaining part connections before publishing, finish them in Review part connections.
2. Choose Publish link. The Publish review opens:
   • Published records — how many parts customers will see, and what is Excluded, Kept private (Box) or hidden.
   • The number and size of the 3D models that will be published.
   • Anything you must Fix before export, and warnings to consider.
3. Choose Publish new link. When it finishes you'll see Unlisted catalog published with the Share link and an Embed this catalog snippet.

What "unlisted" means: anyone who has the link can open the catalog and download the 3D models you chose to show. The link is not advertised or indexed on purpose. Add a passcode (below) if you need more control.

What is published: the searchable parts list, the interactive assembly, exact part locations, approved part details, order links and media.

What stays private: raw BOM rows, your STEP and CSV file names, file hashes, mapping diagnostics and internal identifiers. The original CAD file is never uploaded at all.

Embed the catalog in your website

Copy the embed code from the publish result or with Copy embed in the Share panel. It is a standard iframe:

<iframe src="https://catalog.atlassia.de/catalog/…" title="Interactive 3D parts catalog"
        width="100%" height="640" loading="lazy" style="border:0"></iframe>

Paste it into any page builder or CMS that accepts HTML. Adjust height to fit your page.

Connect the basket to your shop

List your site under Shop websites and the embedded catalog sends your page two messages:

• atlassia:add-to-cart — a part was added: partNumber, quantity (how many were added), and unitPrice and currency when the catalog shows prices.
• atlassia:basket — the whole basket, whenever it changes: lines and, when every line has a price, a subtotal.

A few lines on your page put them into your own cart:

<script>
  window.addEventListener('message', (event) => {
    if (event.origin !== 'https://catalog.atlassia.de') return;
    if (event.data?.type === 'atlassia:add-to-cart') {
      // Your shop's own cart call, for example:
      addToCart(event.data.partNumber, event.data.quantity);
    }
  });
</script>

Messages go only to the sites you listed; the browser does not deliver them anywhere else.

To see the messages without a shop of your own, add https://app.atlassia.de under Shop websites, update the link, and open app.atlassia.de/embed-test.html: paste the catalog link, add parts to the basket, and each message appears beside the catalog.

Parts feed

Parts feed for your shop: CSV · JSON in the Share panel downloads the catalog's parts with part number, description, price, currency and link — exactly what the published catalog shows, for importing into a shop or a price feed.

Managing published links

The Share panel lists every link published from this project, with its status (live or hidden):

Publish new link creates an additional, separate link instead of updating an existing one.

Updating a catalog and announcing the change

When you choose Update, Atlassia compares your project with the live catalog and drafts a Note for visitors, for example "Clearer details: NUT-M8, ROD-2 · 2 parts added". Edit it or clear it to update quietly (up to 280 characters). A part whose number or description you changed counts as one changed part under Clearer details, not as one removed and one added.

Visitors then see "Updated 20 Oct 2026: …" in About this catalog, and the info button carries a small dot for 14 days. The Activity tab shows whether the changed parts get more views and requests since the update — see Catalog activity.

Passcodes

A passcode asks visitors to type it once per visit before the catalog opens. It is stored securely and cannot be shown again, so note it down. Changing it locks out everyone using the old one: the new passcode works at once, while a visitor who unlocked with the old one can keep viewing for up to 10 minutes. Removing the passcode opens the catalog at once.

Limits

• Default: up to 10 live catalogs per account (revoked ones don't count). Updating an existing catalog is always allowed.
• Up to 250 MB per publication.
• Up to 5 new publications per hour from the same network.

Contact us if you need more.

06The published catalog (what your customers see)

This chapter describes the catalog page your customers open from your link or your website. You can share it with them as a quick how-to. It needs no account and no installation, and it works on phones, tablets and desktops.

Language

The catalog speaks the language you chose in the publishing settings, German or English. The passcode screen and loading messages appear before the catalog is known, so they follow the visitor's browser language.

Opening the catalog

Open the link you received (or the catalog embedded in the seller's website). If the catalog is protected, This catalog is protected. appears — type the passcode and choose Open catalog. You only need to enter it once per visit.

Exploring the 3D model

• Drag to rotate, scroll or pinch to zoom.
• Click a part to select it and see its details.
• Use the floor buttons at the bottom to move between the complete product and its sub-assemblies.
• Explode object pulls an assembly apart so you can reach parts inside. Use the slider to control how far.
• On iPhone, iPad and Android phones, View in AR places a part in your room at real size.
• Measure (where available) shows a part's size and the distance between two points you click.

See Navigating the 3D viewer for all controls.

Finding a part

The Parts catalog opens on the left on larger screens. On phones it starts closed so the model has the screen; tap Parts to open it, and it closes again when you choose a part so you can see where it sits.

• Search parts by part number or description.
• Filter: All parts, Orderable, In quote, Assemblies.
• Sort: Assembly order, Part number A–Z, Highest quantity.

Choose a part to see its details: part number, description, quantity in the assembly, images and PDFs, how many places it is used (Locations), and an Order link to the seller's shop when there is one.

Each part shows a small picture of its 3D model; click it to see the part on its own, turning, in a larger view. Assemblies have no picture: use locate to see them in the 3D view.

Use the locate button on a result to have the 3D view fly to exactly where that part sits — even inside a closed assembly, which opens automatically. A part used in several places lists each location.

View in 3D (the turning-cube icon next to it, and on the card of a selected part) opens that part on its own in a larger view: solid in its place, the rest of the product see-through, slightly pulled apart. A part used in several places shows 1 of 4 with arrows to step through them, and the bar at the bottom gives its size.

Requesting a quote

When the seller has enabled the quote basket:

1. Choose Add to quote on any part. The cart icon (top right) shows how many items you have. If the seller shows prices, each part shows its price, or Price on request.
2. Open the Quote cart to change quantities with + / − or Remove items. With prices shown, each line has its total and the cart an indicative subtotal; the seller's quote is what counts. Download CSV saves the list for your own records.
3. Choose Request a quote and fill in the form: Name and Email are required; Company, Phone and Message are optional. If the seller asks which machine the parts are for (for example its serial number), answer that too; the seller decides whether it is required.
4. Send request. You'll see Request sent, and the seller receives it with your exact part list.

Prefer email? Email instead opens a prepared message to the seller with your parts listed.

Your cart is kept in your browser while you browse, so you can close the page and come back to it.

About this catalog

The i button (top right) opens About this catalog: the product name and revision, the seller's website and privacy policy, and — after the seller updated the catalog — the date and a short note about what changed. A small dot on the button means the catalog was updated in the last 14 days. How to use this catalog opens this chapter of the guide.

Privacy for visitors

The catalog records anonymous usage counts (catalog opens, part views, items added to the cart, AR starts) so the seller can improve it. No personal data is recorded unless you send a quote request, which goes to the seller with the contact details you enter. Links to the seller's and Atlassia's privacy policies are in About this catalog and on the quote form.

07Quote requests and catalog activity

Once a project has a published catalog, the editor's left rail shows a Customers button. It opens two tabs: Requests and Activity. A number on the button tells you how many new requests are waiting.

The Project panel shows both too: Quote requests at the bottom, and under 4 · Customer catalog a summary such as 84 opens · 312 part views in the last 30 days with View activity, which opens this panel on Activity. Opens and views count visits, not people.

Quote requests

Requests arrive when a customer sends their cart from a published catalog with the quote basket enabled (see Publishing settings). Each request shows the contact details the customer entered, their message, the machine they named if the catalog asks for one, and the parts and quantities they asked for.

Working with requests

• Search by name, company, email, machine or content.
• Filter by status: Open (New + Answered), New, Answered, Won, Lost, Archived, All.
• Sort: Newest, Oldest, Most parts.

For each request:

Getting notified

Choose Notify me to be alerted about new requests from all your catalogs.

By email — switch on Email me at your sign-in address. Atlassia sends a test email first and turns notifications on once it is sent. Each request arrives with the customer's details and the parts they asked for, and replying to the email answers the customer directly.

When the catalog shows prices, every request keeps the prices the customer saw — each line's price and total, and an indicative subtotal — in the Customers panel, the email and the Slack or Teams message, even if you change a price later.

In Slack, Teams or another tool — paste a webhook URL:

• a Slack incoming webhook,
• a Microsoft Teams Workflows webhook, or
• any https:// endpoint (Zapier, Make, n8n, your CRM).

Test & save sends a test message first and saves the webhook only if it works. Remove turns the webhook off.

You can use email and a webhook together. A notification that fails never loses the request: it is always stored in the Customers panel first.

Catalog activity

The Activity tab shows how customers use the live catalogs published from this project over the last 30 days:

• Opens, Part views, Added to basket, Quote requests and AR starts.
• The most-viewed parts, with views, basket adds and requests per part.
• Viewed often, never requested — parts customers look at but don't order. Worth a look: a clearer description, a price or a photo may help.

Counts are anonymous. Nothing is counted in the editor or in previews — only real visits to the published link.

Improve a part in one click

Next to a part in the Activity tab, Edit part opens that part's details editor directly (part number, description, order link, media). Then update the catalog.

Did the update help?

After you update a catalog, the Activity tab adds a section named after the update's date, for example Since the update on 20 Oct. For each part you changed it compares:

Before (30 days): 31 views, 0 requests · Since (5 days): 12 views, 2 requests

The number of days is always shown so short periods are not misread.

08Your account and projects

Signing in

Atlassia uses passwordless sign-in by email.

1. Choose the account button (person icon) on the home screen or in the editor toolbar.
2. Enter your Email address and choose Send sign-in link.
3. Open the email and click the link. You return to Atlassia signed in.

Sign out is at the bottom of the account panel.

Private beta

Anyone can sign in and use the viewer. Saving projects to the cloud and publishing catalogs require beta access. If your account does not have it yet, you'll see Request access. It opens a short form: tell us a little about your company and we reply by email.

Default allowances per account: 20 cloud projects and 10 live catalogs. Ask us if you need more.

Saving projects

Projects are saved privately to your account. In the Project panel:

• Edit name (under the project name, or in the ⋯ menu) — name your project and give it an optional revision (for example R1).
• Save (top right of the panel, with a dot while there are unsaved changes) — saves the project to your account. The status reads Saved to account, Unsaved changes or Not saved to account.

What is saved: the project structure, your parts list and part links, details, media, branding, and the generated 3D models. The original CAD file is never uploaded; it stays on your computer. Unchanged models are not uploaded again, so later saves are quick.

Each saved file (a generated model, image or PDF) can be up to 50 MB.

Saving to your account is the only way to keep a project. If you close the tab without saving, your changes are lost — Atlassia warns you before anything would discard them.

Duplicating a project

Duplicate project (Project panel → ⋯) opens a copy of the open project: the same model, parts list, attachments, explosion and publishing settings, named … (copy). Rename it (Edit name) and Save; it is saved as a separate project and publishes to its own link. The original and its published links stay as they are.

Use it to start a related product from an existing one. For delivered machines that differ only in which parts they have, you don't need copies: give each machine its own link instead (Machine catalogs). Unsaved changes in the open project go with the copy, so save first if the original should keep them.

Exporting a project

Export project (Project panel → ⋯, or Export next to a project in the account panel) downloads a ZIP with everything Atlassia keeps for it:

The export is a copy for your records or for other tools. Atlassia projects open from your account, not from the ZIP. The original CAD file is not in it, because it was never uploaded.

Your workspace

When you are signed in, the home screen becomes your workspace:

• Latest saved project — one click to continue where you left off.
• Other projects — your next most recent projects.
• Catalogs — live and hidden catalogs with Copy link, and Show history for revoked ones.
• Manage all — opens the full account panel.

Inside the editor, the switcher at the top right lists your projects and catalogs, so you can jump between them. Manage projects and catalogs at its bottom opens the account panel.

Each place has one job: Home starts a session, the switcher moves between projects, and the account panel is where you manage them.

The account panel

Projects — open, export or delete any saved project. To save the open project, use Save in its Project panel.

Catalogs — every catalog you have published:

Import from this browser — adds catalogs published from this browser before you had an account, so you can manage them from any device.

Connected apps — AI assistants and other apps you allowed to read your account (see Connecting an AI assistant). Revoke removes an app's access immediately.

Deleting your account

At the bottom of the account panel, Delete account… removes everything Atlassia holds for you:

• your saved projects and their files;
• your catalogs, live, hidden or revoked — their links and embeds stop working;
• quote requests and catalog activity;
• your notification settings and connected apps;
• the account itself and your beta access.

Type your email address to confirm, then choose Delete my account permanently. This cannot be undone, so export any project you want to keep first. If something fails part-way, nothing is lost that you could still need: try again and it finishes the job.

09Connecting an AI assistant

You can connect Claude, or another AI assistant that supports remote MCP connectors, to your Atlassia account. The assistant can then answer questions about your projects, catalogs and quote requests, and show a catalog in 3D right in the chat.

An assistant can never edit projects, publish, hide or delete catalogs. The one thing it can do is send you files for a new import (see below).

Connect

1. In your assistant, add a custom connector with this URL:

   https://app.atlassia.de/mcp
   

   (In Claude: Settings → Connectors → Add custom connector.)

2. A browser window opens Connect an AI assistant. Sign in to Atlassia if asked (you'll receive a sign-in link by email), then choose Allow access.

3. You're returned to the assistant. The connector is ready.

To disconnect, open the account panel in Atlassia → Connected apps → Revoke.

What you can ask

Bringing files in through the assistant

Ask the assistant to find or prepare model files (STEP, IGES, BREP, STL, 3MF, OBJ, a ZIP, a CSV or XLSX parts list, images and PDFs) and send them to Atlassia. It puts them into a private, one-time inbox and gives you a link. Open the link while signed in: the files are imported in your browser exactly as if you had dropped them, and the inbox is deleted. Inboxes nobody opens are deleted after 24 hours. An inbox holds up to 20 files and 50 MB.

The assistant adds a file either from a public download link, which Atlassia fetches, or by uploading it. In claude.ai, uploads come from Claude's sandbox, which reaches only the hosts you allow: if Claude reports the upload was blocked, allow the host it names under Settings → Capabilities, or ask for a public download link instead.

The 3D viewer in the chat

On a computer, drag to turn the model, scroll to zoom and click a part to select it. On a phone, the viewer in the chat is a preview: swipe sideways to turn it, pinch to zoom, tap a part, and scroll the chat as usual. Choose Explore in 3D for the full viewer, with tilting, explode and dimensions.

Privacy

The assistant sees only what your own account can see, and only while the connection is allowed. Revoking it ends its active sessions immediately. Files it sends wait in your inbox until you open the link, at most 24 hours; only you can open it.

10Troubleshooting and FAQ

Common messages

The import is very slow or the tab runs out of memory

Geometry complexity, not file size alone, decides how long an import takes. Things that help:

• Close other heavy tabs and applications.
• Export without hidden bodies, construction geometry or very fine tessellation.
• Leave out standard fasteners from the CAD export and list them in the parts list as text only instead.
• You can always Cancel import safely.

My parts don't match the CAD automatically

Add a CAD name column to your parts list containing the component names exactly as they appear in the CAD file. Matching then becomes exact. Anything still unmatched can be linked by hand in Review part connections.

FAQ

Is my CAD file uploaded? No. CAD and mesh files are read in your browser and never uploaded. The one exception is files you ask a connected AI assistant to send: they wait in a private import inbox until you open its link, at most 24 hours. Saving stores the generated 3D models and your project data privately in your account. Publishing makes only the approved catalog public.

Can customers download my 3D models? Anyone who can open a catalog can technically download the 3D models shown in it. Use Box or Hide for confidential parts (see 3D visibility) and a passcode for restricted catalogs.

Will my website embed break when I change the catalog? No. Use Update on the existing link — the URL and embed code stay the same and always show the latest version. Only Revoke or Delete stop a link from working.

What's the difference between Hide and Revoke? Hide takes the catalog offline temporarily; Show brings it back on the same link. Revoke deletes the published files for good.

Can I keep a local copy of my project? Yes. Export project downloads a ZIP with your parts list as CSV, the 3D models, attachments and the project data (see Exporting a project). Projects are edited from your account; the ZIP is a copy, not something Atlassia opens again.

Do my customers need an account? No. The catalog, the quote cart and quote requests work without any account.

Does Atlassia email me about quote requests? If you switch it on. Requests always appear in the Customers panel; under Notify me you can also get each one by email, or in Slack, Teams or another tool.

Where are the terms, privacy policy and data processing agreement? On atlassia.de: Terms, Privacy policy, Data processing agreement and Security, which describes how your data is protected and how to report a vulnerability.

Contact

Found a bug or need help? Use the contact form (the envelope button on the home screen) and choose Problem. Tell us what you did and what you expected. We reply by email.

11Machine catalogs

You sell one model in many configurations: with or without the feeder, with a 3 kW or a 5 kW motor. A technician who opens the full catalog has to work out which version they have, and a wrong guess becomes a wrong order.

A machine catalog fixes that. Each delivered machine gets its own link and QR code. It opens your published catalog showing only the parts that machine was built with, at its quantities, and the 3D model without the options it doesn't have.

You need one project for the model, with every option in the CAD and the parts list, plus a list of what each delivered machine contains. Any ERP can export that list as Excel or CSV.

Step 1 — Export the machine list

One row per part of one machine:

• Serial number and Part number are required. A file without a serial-number column counts as one machine's list; you type its serial number during the import.
• Quantity is optional. Left empty, the parts list's quantity applies.
• Machine name is optional, for example the customer or the line. It shows next to the serial number.
• Column names are recognised in German and English (Seriennummer, Artikelnummer, Menge, Maschine).
• The part numbers must be the ones in your parts list.

Step 2 — Import it

1. Open the Project panel. Step 3 · Machines (Optional · give each delivered machine its own catalog link) appears once the project has parts.
2. Choose Import machines and pick the file. For an Excel workbook with several sheets, choose the worksheet first.
3. Check the columns, then read the summary: how many machines, how many are New, how many are Replaced, and how many Parts not in your parts list it found.
4. Choose Import.

Importing again is safe. A machine whose serial number is already in the project is replaced, and keeps its link, so QR codes you already printed keep working. Machines not in the file stay as they are. Serial numbers that differ only in spacing or capital letters (SN-117, sn-117) count as the same machine. A re-imported list reaches customers with your next update: 4 · Customer catalog says how many machine lists changed and asks for it.

Step 3 — Check your machines

Manage machines opens the list of delivered machines. Two things are flagged:

• Parts not in your parts list: the machine lists a part number your parts list doesn't have. That line is left out of the machine's catalog until the part number matches.
• Part number matches several parts: your parts list has more than one part with that number (a list generated from CAD keeps same-named parts of different shape apart). The machine's catalog shows all of them, each with its own parts-list quantity, so no part goes missing.

Preview shows the draft catalog exactly as that machine's link will. Remove asks first; the machine's link stops working after the next publish.

Step 4 — Publish, then hand out the links

Machine links exist once the catalog is published (Share → Publish link, or Update an existing link). The Share panel then says how many machine links the publish includes. In Manage machines:

• Copy link or QR code for one machine.
• Download links (CSV): serial number, name and link for every machine, ready for a mail merge into delivery notes or manuals.
• Download QR codes (ZIP): one SVG per machine, named after its serial number, for the type plate or the documentation.

Links stay the same across updates, new CAD revisions and new parts lists.

Machines you add after publishing get their link with your next update. Until then, Manage machines marks them Goes live with your next update and offers no link or QR code for them, so you never print a code that doesn't work yet. The downloads contain only live machines.

What your customer sees

The catalog opens with Catalog for machine SN-2024-117 · Line A. The parts list, the 3D model and the "View in 3D" views show only that machine. The quote form starts with the serial number filled in. A shared parts list from that page keeps the machine, so purchasing sees the same catalog.

AR shows the machine too. On an iPhone or iPad every part and assembly works. On Android, AR needs a file it can download, so it isn't offered for an assembly the machine leaves options out of; single parts and complete assemblies work as usual.

View full catalog shows every part. A link to a machine you removed opens the full catalog with the note This machine link is no longer valid.

Privacy

• Your machine lists stay private. They are published with the catalog but never handed out as a file: a machine link reveals only its own machine. Nobody can list your serial numbers or see what other machines contain.
• Each link carries a random code, not the serial number, so links can't be guessed by counting serial numbers.
• A machine link does not restrict who sees the catalog. It is a filtered way in. Anyone with it can choose View full catalog, just as anyone with your catalog link can. To limit who can open the catalog at all, set a passcode (Publishing).
• The self-hosted website export doesn't include machines: only a hosted link can keep the lists private.

Limits

• 2,000 machines per project, 2,000 parts per machine. A file with more machines, or with a machine that lists more parts, can't be imported at all: Atlassia never imports part of it, because a cut-short list would replace a complete one. The import says which limit the file is over. Importing it would also be refused if it takes the project's total past 2,000 machines.
• Serial numbers: up to 120 characters. A row with a longer one is skipped, and the import lists it.
• Machine names: up to 120 characters. A longer name (often a whole customer address) is shortened, and the import notes it.
• A publication holds at most 1,000 files, and the machine list takes one. If your catalog already needs all 1,000 (models, images, PDFs), publishing asks you to remove a part image or document, or the machines.

12Exporting from your CAD

Atlassia reads the files your CAD program exports, not its own project files. A SolidWorks assembly (.sldasm) or part (.sldprt) can't be imported; a STEP, STL or 3MF export of it can. This chapter shows how to make that export, and how to keep it small enough to import.

These menu paths are written for current SolidWorks versions. Names can differ slightly in yours; the options themselves are standard.

SolidWorks: STEP (recommended)

STEP keeps the assembly tree, so the catalog shows the same structure as your CAD and the parts list can match part by part.

1. Open the assembly (or the module you want to publish).
2. File › Save As.
3. Choose STEP AP214 (*.step; *.stp) as the file type.
4. Save, then drop the .step file into Atlassia.

Keep it under 150 MB

Atlassia reads the file in your browser. Files from 25 MB ask you to confirm, from 50 MB they are very large, and 150 MB or more can't be imported (see File size and large assemblies). A whole production line is often bigger than that. To make it smaller:

• Export one module at a time. A feeder, a press unit or a conveyor is a catalog of its own and usually what a technician orders from anyway.
• Leave out standard fasteners. Suppress the Toolbox screws, nuts and washers in a configuration and save that configuration. You can still list them in the parts list as text-only parts.
• Simplify bought-in parts. Motors, gearboxes and cylinders from a supplier often carry far more detail than a spare-parts catalog needs. A simplified (defeatured) version of the part is enough.

SolidWorks: STL or 3MF (when STEP is too large)

A mesh export is smaller but loses the assembly tree: the catalog then shows one model, and parts are linked by hand.

1. File › Save As, choose STL (*.stl) or 3MF (*.3mf).
2. In Options, set the resolution to Coarse (or a custom, coarser setting).
3. Turn on Save all components of an assembly in a single file.

Check before you import

Size is only half of it: what costs the browser memory is the geometry inside. While a STEP reads, Atlassia counts its faces. A model with more than about 20,000 faces (or over a million STEP entities) gets a warning at the start of the import: reading it may take over 10 minutes or fail, even at a moderate file size. Cancel and export one module at a time, or leave out fasteners and bought-in parts as described above. If a read runs out of memory, Atlassia says so instead of opening an empty model.

Other CAD programs (Inventor, Solid Edge, Creo, CATIA, Fusion): when you drop one of their files, Atlassia tells you how to export a STEP or STL from that program.