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Hi team, 
I want to automate the process of resetting data set in lucid chart and as document format we are using csv, I have found in official documentation that data connector in extension api might help in this case but not sure,  kindly confirm if it is possible that we can fully automate this process for csv type data set and if yes then let me know how we can connect it and achieve it.

Hey ​@Ritvik,

Glad to be of help here. Can you confirm what you mean by “resetting data set in Lucidchart”? I suspect you are asking for an automatic sync of your CSV to keep your data in your Lucid documents up to date. Is that correct?

If so, I have a couple questions. Where does this CSV live? Is it getting updated (just contents changed) or fully replaced? It might be easiest to just manually re-upload the CSV into your Lucid documents as needed.

If your CSV file does live on some remote server, a data-connector could work for polling the CSV for updates and propagating that update to a Lucid document.

Best,
Chase


 


Hi ​@chasefreeman ,
let me explain the process which we are following in lucid chart, 
we are lucid rest apis to upload, read and write on lucid chart as csv and by saying that we want to replace the data set of existed doc in lucid chart is like
lets say there is old doc in lucid chart and some changes done by from our side/services or in our db then we will update it in lucid db then ideally it should reflect on current doc on lucid chart and which it does and then we have to update the related data set in data linking panel manually with updated document in csv format from data hub, so this process we want to do automatically, I hope it would help to understand our use case.
I have attached a short video, please refer it.
https://docs.google.com/videos/d/1EnsdrxgzDiqlqVRKNBrBWQW1g_IvGMmmRoNT9tAi9JU/edit?usp=sharing


Thanks for the thorough explanation.

A data connector via the extension API is definitely your best option here. A couple things you may want to be aware of. Unfortunately, the extension can only run when a document is open so any updates to the data set will have to happen when the document is opened. The data connector will also have to reach out to your server and query for changes to the data set directly. If this CSV or related data is not available through an API of some kind, the data connector will not be able to communicate with it properly.

Let me know if you have any other questions and best of luck


will poll data action help even document is closed to update automatically !!, 
if yes can you please share the implementation, I have tried by using documentation but still not working.
Thanks,


You are talking about the poll data action from within the extension correct? If so, the answer is no. Extensions can only run from within an open document.


Got it, it will be okay for my use case even when doc is open and it can be done by poll action, 
so can you please share the complete implementation step by step for poll action !!


I would recommend looking at our data connector documentation found here. That should get you started on building the data connector. For registering the data action for polling, use this documentation.

We also have a public repository found here with different sample extensions you could look through for real world examples of poll actions.

Please let me know if you have any other questions