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Excel two-way sync is now available!

Related products:LucidchartLucidspark
  • November 4, 2024
  • 9 replies
  • 319 views
Cameron G
jimmy
Eric Padron
  • Cameron G
    Cameron G
  • jimmy
    jimmy
  • Eric Padron
    Eric Padron

jimmy
  • Lucid product team
  • 56 replies

I am excited to share that we have released two-way data syncing with Excel for enterprise accounts!
Your board and excel files will sync to show the most up-to-date information, no matter where you made changes!

 

We are excited to share this advanced functionality with you and your teams.  Try it now!

Pinned reply

March 4, 2025

@Cameron G  and I worked out a solution for his particular case

 

The issue: Excel’s “Format as Table ” action created a 2+ million row table that borked our document sync.  

 

If this issue is affecting you, here’s an immediate fix in Cameron’s own words:

 the moral of the story is: do NOT select all the columns and click “Format as Table”. And if you do, Edit > Clear Formats and then recreate the table.

 

Easiest Solution (provided you want to keep using the original Excel file):

  1. Copy ONLY the data you want to keep into new Excel file
  2. In original Excel file, select Edit > Clear > Formats
  3. Copy and Paste ONLY data you want to keep from temporary Excel document back to original.
  4. Save
  5. Lucid: Replace Dataset
  6. Party because it now works!

 

We’ve updated our sync capability to check for overly large tables at import, which will correct this bug.

Micah
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  • Lucid community team
  • November 4, 2024
IdeaBeta

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Hi ,

I tried to coonect through link button, but no working.

Could I fix this problem?


Kelsey Gaag
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  • Lucid community team
  • February 13, 2025

Hi ​@KyraChen

Are you logged into Lucid when clicking the link above? You can also go to lucid.app > Integrations  > and search “Excel.”

 


Cameron G
Lucid Legend Level 3
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  • Lucid Legend Level 3
  • February 26, 2025

I’ve been using the “Lucid Microsoft 365 Excel Integration [Beta]” for the past few weeks. It’s AWESOME!…. well, until it stops working.

Anyone else run into a problem where two-way syncing works just fine and then just dies? I’ve even tried “Replace the Dataset”, refreshing, etc. I’ve even deleted the dataset, replaced it and still refuses to work. It loads the data, but syncing is completely borked. 

Thoughts?


Kelsey Gaag
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  • Lucid community team
  • February 27, 2025

Hi ​@Cameron G

Could you try disconnecting and reconnecting the integration in the marketplace?

 


jimmy
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  • Lucid product team
  • February 27, 2025

Thanks for your feedback, ​@Cameron G !  I’m the product manager with the team that brought this integration to market. If you’re willing,  I’d love to know the details behind how and when it stops working.  Maybe do some troubleshooting to see if we can’t figure out a fix.  Thank you!


Cameron G
Lucid Legend Level 3
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  • Lucid Legend Level 3
  • February 27, 2025

@jimmy - I sent you an email. Would love to chat when you have a minute!


Cameron G
Lucid Legend Level 3
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  • Lucid Legend Level 3
  • February 27, 2025
Kelsey Gaag :

Hi ​@Cameron G

Could you try disconnecting and reconnecting the integration in the marketplace?

 

@Kelsey Gaag : I did try that but sadly that didn’t resolve the issue. Thanks for pitching in!


jimmy
Forum|alt.badge.img+8
  • Lucid product team
  • March 4, 2025

@Cameron G  and I worked out a solution for his particular case

 

The issue: Excel’s “Format as Table ” action created a 2+ million row table that borked our document sync.  

 

If this issue is affecting you, here’s an immediate fix in Cameron’s own words:

 the moral of the story is: do NOT select all the columns and click “Format as Table”. And if you do, Edit > Clear Formats and then recreate the table.

 

Easiest Solution (provided you want to keep using the original Excel file):

  1. Copy ONLY the data you want to keep into new Excel file
  2. In original Excel file, select Edit > Clear > Formats
  3. Copy and Paste ONLY data you want to keep from temporary Excel document back to original.
  4. Save
  5. Lucid: Replace Dataset
  6. Party because it now works!

 

We’ve updated our sync capability to check for overly large tables at import, which will correct this bug.