Hi! Jumping in here because I think others who might come across this post may be interested in Lucid’s Data Trusted User Group. This group is made up of knowledgeable users who regularly analyze and visualize data in their work. As part of this group, you’ll have the opportunity to connect directly with Lucid’s product team, gain early access to beta features, and share insights about your needs, shaping the future of Lucid’s data solutions You can learn more and request to join here. Thanks!

To piggy-back on this post, we are actively developing an Excel integration with Lucidchart. This feature will allow you to import spreadsheets from Office 365 business accounts, and have 2-way syncing between Lucid and your Excel spreadsheet. 

If anyone interested in trying this out shoot me a DM. I can get you onboarded to our Excel beta.  We’re actively looking for testers that can provide feedback and feature requests for this new capability.

 Writing with exciting news - the two-way Excel sync that Jimmy mentioned above is now available to all users in a public beta test! We’re still actively working on it and making improvements, so we’d love to hear your feedback. Learn more in this thread:

• Refresh Dataset (Google Sheets only): By default, your spreadsheet will automatically sync to Lucidchart every 30 seconds. You can also pull updates manually by clicking Refresh Dataset. To adjust your refresh settings, you can select Manage Refresh to choose your desired refresh frequency.

This is not true for us.  Our connection remains, but any updates to our Google sheet are not reflected in Lucid unless we click on the refresh dataset.  

Hi ​@spitfireAZ, thanks for adding to this thread! If your data is not automatically refreshing, I would recommend re-uploading your data using "replace data set," to then see if the automatic refresh occurs as expected. To confirm, the manual refresh does reflect those changes for you, correct? 

Hi,

Where is the ‘Manage Refresh’ option? I don't see it.

Thanks

Hi ​@Melina Tomassi, would you mind clarifying whether you are linking data from Google Sheets or Excel? The process may slightly differ depending on which you are using. 

If you are using Google Sheets, you can select Manage Data > then in the dropdown select Manage Refresh. 

If you are using Excel, you will use the Manage sync settings instead. To do so, you can follow the steps below: 

1. Click  the Data icon from the Primary Toolbar to the far left-hand side.
2. Select the dataset you want to update sync settings for from the dropdown menu at the top-left of the Data panel.
3. Click Two-way sync, Pull changes, or Manual sync at the top-left of your dataset in the Data panel.
   • This button will be different depending on what sync setting is currently selected for your data.
     
4. At the bottom of the panel that appears, click Manage sync settings.
5. Select a sync option:
   • Two-way sync: Lucid and Excel are automatically synced to each other. Changes in one update the data in the other.
   • Pull changes: Lucid updates automatically with changes made in Excel, but changes in Lucid don’t affect your original Excel workbook.
   • Manual sync: Lucid only updates when you manually refresh the data. Changes in Lucid don’t affect your dataset in Excel even when the data is refreshed.
6. Click Save.

For additional detail on managing sync and refresh settings, I recommend checking out this article!