Making org chart updates more efficient

Question

Hi Community,

I oversee the org charts for our organization and I’m finding that updating them every quarter is a lot of work and time. I see that I can import Excel files into Lucid and I’ve tested it and it works. My challenge is that every time I upload revised data, I have to reformat all the pages to get the org chart looking how I want it. Is there a way to automate it? Specifically, I’d like to upload my revised Excel spreadsheet and have it pull the info and put it into my template. I’ve tried creating a Master sheet and applying the formatting to all, but that doesn’t seem to work. I’ve also created a template to try to open my data with the saved template, but that also doesn’t work. Thanks!

Ambar D · Answer

Hi ​@LeahK,Thank you for posting in the Lucid Community!When replacing your dataset to update your org chart, you should be given the option to keep any manual changes you made or revert to the original data. Here is what each option means:Keep your Lucidchart changes: This option tells Lucidchart to keep manual changes you've made to your org chart since your last import. This means changes made to the data source such as name, role, or contact information will be updated, but manual updates you’ve made in Lucidchart will not be overwritten.Revert to the original data source: With this option, your org chart will reflect exactly what is in the data source. If you’ve made manual changes in Lucidchart, they will be overwritten if they differ from the data source.Note that any new shapes added from the data will have default formatting or will adhere to any conditional formatting rules that have been set up.Are you seeing the two options when replacing your dataset? Would you mind letting me know what you experience if you select the option to keep your changes?

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