Hi @JoseMoncada
I understand you're looking to import an Excel spreadsheet to create an organizational chart using your Lucidchart Teams account. I'd be happy to clarify the available options for your license.
You are correct that the direct Excel import feature for organizational charts is exclusive to Enterprise licenses. However, there are alternative ways you can build your org chart within your Teams account:
Manual Entry Using the Org Chart Shape Library
- Open Lucidchart and create a new document.
- Enable the Org Chart Shape Library from the left panel.
- Manually add names, titles, and reporting structures.
Copy-Paste from Excel into Lucidchart Shapes
- Copy relevant data from your Excel spreadsheet (e.g., names, positions, departments).
- Paste it into Lucidchart and manually arrange the hierarchy using connectors.
CSV Import via Workaround (Limited Automation)
- Convert your Excel sheet to a CSV format with clearly defined columns (e.g., Name, Title, Reports To).
- Manually create an Org Chart structure in Lucidchart and use Data Linking to update it as needed.
Consider an Enterprise Upgrade for Full Import Capabilities
- If you require seamless integration and auto-updating from your Excel file, upgrading to an Enterprise license would unlock the full data import functionality, allowing you to quickly generate and refresh org charts directly from your spreadsheet.
I hope this helps clarify your options! If you need further assistance, feel free to reach out.
So the only way to import an existing spreadsheet its to get the Enterprise account?
How much does it cost? We already paid for 3 user with our Teams license...