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Idea

Automating Org Charts via direct connection to Smartsheet

Related products:Lucidchart

I am requesting a direct connection from Smartsheet to Lucid Chart to automate org charts.

I know about Zapier and have tried it however it doesn’t always work, plus you have to pay for it. 

I’ve done the whole uploading spreadsheet thing and that isn’t efficient either if you have updates often.

What would be really great is if Lucid could come up with a direct connection to Smartsheet for this particular purpose.

Please have your development team reach out, I’m happy to work with them. 

Micah
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  • Lucid community team
  • January 10, 2024

Hi @VEYERShell, thanks for your post! I understand how this would be useful, and we’re grateful for your feedback. I also wanted to make sure you’re aware of the ability to generate an org chart based on data stored in a Google Sheet. This should address the issue of needing regular updates - because it maintains a dynamic connection to the Google Sheet, your org chart can simply refresh the linked data and automatically update to include any changes. I hope this helps!


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Hi @Micah 

Thank you for the reply however my organization uses Microsoft, not google and we wouldn’t want to keep our HR data in a tool that isn’t approved by our IT department. This is why we need a Smartsheet connection. Thank you anyways, have a great day!


Micah
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  • Lucid community team
  • January 11, 2024

@VEYERShell, that makes sense. Appreciate your request, and likewise! 


Micah
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  • Lucid community team
  • May 6, 2024

Hi! Jumping in here to share about Lucid’s Data Trusted User Group. This group is made up of knowledgeable users who regularly analyze and visualize data in their work. As part of this group, you’ll have the opportunity to connect directly with Lucid’s product team, gain early access to beta features, and share insights about your needs, shaping the future of Lucid’s data solutions 🎉 You can learn more and request to join here. Thanks!