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Is there a simple way to tie into the organization data that we see in Office365 (specifically Teams reporting Org) to make a dynamic version of an org chart at a certain level with all info and images etc?  Is this a special integration we need to work with Lucid on? 

I have reviewed the integration options and don’t see anything specific.

We also are looking for scripting to auto-format an org chart after this data is loaded based on level.  

Any guidance would be appreciated. 

Hi @aehrenwo 

I’m happy to assist you with integrating your Office365 (specifically Microsoft Teams) organizational data into Lucid to create dynamic org charts.

Currently, Lucidchart offers robust integration capabilities with various platforms, including Office365. While there isn't a direct, out-of-the-box integration specifically for pulling organizational data from Microsoft Teams' reporting structure, you can achieve this through the following methods:

  1. Data Import via CSV

    • Export Data - You can export your organizational data from Office365 or Microsoft Teams into a CSV file.
    • Import to Lucidchart - Use Lucidchart’s data import feature to upload the CSV file. This allows you to map your data fields to create an org chart automatically.
    • Dynamic Updates - Although this method requires manual updates, it provides a straightforward way to generate org charts with detailed information and images.
  2. Using Lucidchart’s API

    • Custom Integration - If you require a more automated and dynamic solution, leveraging Lucidchart’s API would be the recommended approach. This allows you to programmatically pull data from Office365 and generate or update org charts within Lucidchart.
    • Scripting for Auto-Formatting - With the API, you can develop scripts that automatically format the org chart based on hierarchical levels once the data is loaded. This ensures your org charts remain up-to-date with minimal manual intervention.
  3. Third-Party Integration Tools

    • Zapier or Microsoft Power Automate - These platforms can act as intermediaries to connect Office365 data with Lucidchart. You can set up automated workflows that transfer and format data between these services, facilitating the creation of dynamic org charts.

If the above methods do not fully meet your requirements, you can reach out to the support team for personalized assistance or to discuss custom integration solutions here: Submit a request – Lucid.

Hope this helps!

Regards, 

Ria

 


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