Excel two-way sync is now available!

​@KyraChen and ​@kraakwg , could you share any screenshots or descriptions of what happens when you click the link?  

Do you not see the excel beta as an option during the data import process?

I’ve started using the Excel sync, for now it’s configured to pull changes only. All seems to be working well.

This is really amazing, it’s going to save so much time.

Not only does it make the data integration simpler, it also avoids the need to manage Excel files within Lucid. Storing the Excel files on SharePoint Online means I can version control the data. At some point, I’ll test restoring a previous version to see how that is handled.

Hi ​@David Wilson, thank you for your comment here! We’re very interested in your feedback and appreciate the time you took to let us know what you think about this. I’m happy to hear this is working well for you so far! 

I’ve increased the use of this across approx 20 documents, each being used by multiple people from a small team of 6. Initially, it looked to be working as expected. Unfortunately, there are two issues.

The first is the sync stops working. Usually, clicking the sync buttons (Pull the latest data from Excel & Push local edits to Excel 365…) did work and synced changes in both directions. I confirmed that all users have setup the Integrations Marketplace.

The second issue is the sync settings not being honoured. I have one dataset that is configured as Pull changes, but updating the data in Lucid causes an update in Excel. On the positive side, the sync works very quickly. I tested updating the same cell in both Lucid and Excel and the sync did work as expected, using the timestamp to work out which was the latest update. I noticed that if I perform repeated changes of the same cells, the sync stops working and subsequent updates are not synced. Clicking the manual sync button updates correctly and appears to ‘restart’ the automatic sync.  

This isn’t the case for all datasets, some work as expected, only pulling changes from Excel, but they do seem to be affected by multiple changes stopping the automatic sync.

Hi ​@David Wilson, thanks for chiming in! 

Could you let us know whether these issues persist in a private or incognito window to help us narrow down the potential cause? Could you also try connecting to a different network or disconnecting from your VPN (if applicable)? Sometimes account performance issues can be related to internet security/speed or browser issues. These steps will help us eliminate that possibility. For help with opening an incognito window, please see this community post.

I appreciate your help and patience!

I found this thread and am trying to use a data set in Microsoft Excel 365 to have a two way linkage. I added the beta, but when I go to connect it says it cannot find my microsoft account, can you please assist?

​@DocBrown,

I responded to your question in this thread here:

Thank you for posting in this thread, and we are happy to take a closer look!

Hi David, I’d be interested in how you set this up. I’m struggling to make this integration. How did Lucid handle the restoring historical versions?