Hi, I'm trying to import data using Excel through a Microsoft 365 and I’m not seeing the syncing option that’s available through Microsoft 365.
When I try to import a dataset, I am given these options:
If I select Excel, then it just prompts me to upload a file and I’m not given these sync options that are shown in the help center article.
How do I get Lucidchart to allow me to upload a Microsoft 365 spreadsheet so I can have syncing?
Hi
Dynamic data linking with automatic refresh is only available on the Enterprise plan, Free, Individual, and Team plans don’t have it. Also, Lucidchart yet to support true two-way syncing with Microsoft 365 Excel, you can link and pull updates one-way, but direct uploads are static snapshots with no ongoing sync.
To learn more - Lucid Microsoft 365 Excel Integration aBeta]
Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards
Hi Huma - I am on the Enterprise plan. Do I need to contact support to get this feature in my account? I’m not as concerned with the two-way sync, I just want my chart to automatically refresh regularly, or at least be able to manually refresh without uploading a new Excel doc.
Hi Shannon! It looks like you currently don’t have access to beta features, which is why are unable to see the Excel two way sync option. I am converting your post to a ticket so our support team can help you further.
Hi Kelsey - I am not interested in the two-way sync option right now. I just want my Microsoft 365 Excel to update my Lucidchart as the knowledgebase says it should be able to do (the Pull Changes option). Right now, I don’t even see a Microsoft 365 option for uploading data, just “Excel”. The knowledgebase article gives the impression these are two different things (Excel is a static one-time upload and Microsoft 365 allows for automated syncing to Lucidchart).
If that is also still in beta, the knowledgebase article should state that.
Hi
Thank you for the feedback. I will pass this a long to our Help Center team.! You can still export data from Excel online to a .xlsx file and then import it through Lucid as a workaround.
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