Hi David!

I’m curious to know which Excel import you’re using?  Are you uploading an Excel file from your hard drive?  Or are you importing an Excel file from Office 365?

If you have access to Office 365, you would be able to use one source for the Excel spreadsheet and it would sync edits in both directions.  It would also update any other Lucid documents that are linked to it.
 

Thanks,
Melinda F.

Hi Melinda,

I am currently uploading from a local drive on my laptop.

We use M365 and it would be great to be able to sync edits in both directions. (I thought that was only possible with Google sheets).

I’ve just had a quick look and it seems that this is a beta release.

Could you provide detail of what needs to be setup in M365. By the way, the link on Link data to a Lucidchart document – Lucid took me to Lucid Microsoft 365 Excel Integration [Beta] but I couldn’t find information on how to enable the feature.

thanks

David

Hi David, 

When you get to the Lucid Microsoft 365 Excel Integration [Beta] page, you should select this Connect button. 
 

After you’ve connected there, you may have to refresh your browser if your Lucidchart document is already open.  Otherwise open your document and Excel Beta should show up in the import modal.  Due to this being a beta feature, there may be a small time delay for that option to show up upon first opening the doc. If you close out of the modal then open it again it will be available.

If you don’t have an admin 365 account, you may need to ask for admin approval.

If you want other people to be able to make changes in the Lucidchart document and have those sync up to the spreadsheet in O365, they will need to have edit access to that Excel spreadsheet.

Hi Melinda,

Thanks for the info. And thanks for the feature - it’s amazing!

I can’t believe how much time this will save.

For my existing documents containing a lot of shapes with data attached, there will be some work to add the new datasets and re-assign to each shape, so I was wondering if there is any news on when this feature may go GA, or anything I can subscribe to, to stay informed?

By the way, I’ve been using the Pull changes option - all working OK. This will remove the need to share uploaded files since that functionality is already handled by SharePoint Online.

David

Hi David,

I’m happy this is going to help you out!
And that you’re finding the selective sync modes useful.

I want to save you some work if I can.  I’m attaching a GIF to show replacing the dataset. This should keep your links intact.
You just want to make sure that the dataset you use in 365 matches the current dataset you’re using.  

Also, you’ll notice that the colors on my Excel 365 dataset don’t appear in Lucid’s spreadsheet panel.  That is an element that hasn’t been implemented yet.

I don’t have a date for when this will be out of beta.  But I’ll see if there is some place to keep informed and get back to you.

Hi Melinda,

This feature just got even better.

I think I may have been too eager when I first tried to replace a dataset immediately after enabling the feature and the Beta option didn’t show, so I tried a new data set by which time it did show. 

Thanks for your help

David