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Trial to show automated import of data (.xls) to generate a PERT diagram in Lucid

  • February 12, 2026
  • 5 replies
  • 22 views

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I am looking to see if i can use a trial account to determine if i can import xls data in to Lucid for it to automatically generate a network PERT diagram, so I do not need to manually create or update.
Also what level of trial will be needed. 

Any help gratefully received.

Best answer by Zuzia S

Hi ​@dmd08, thank you for posting in the Community and thank you ​@aparrish for chiming in!

To clarify, one-time static data import for specific diagram types, like Org Charts, ERDs, or Mind Maps is available to all subscription types. This allows to automatically build a diagram, but not to refresh the data. 

The Data Linking feature (via the left-hand panel) is exclusive to Enterprise subscriptions. This allows you to:

  • Link data to any shape or group of shapes on the canvas.

  • Refresh the data so the diagram updates automatically.

  • Use data overlays to track metrics.

More information on this feature can be found in our Help Center article on Data Linking to a Lucidchart document.

I hope this is helpful! Please let me know if you have any additional questions or concerns.

Comments

aparrish
Lucid Legend Level 7
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  • Lucid Legend Level 7
  • February 13, 2026

@dmd08 here’s a link to the official Lucid article detailing plan types, with the focus on Lucidchart: https://help.lucid.co/hc/en-us/articles/360056903132-Lucid-Plans#lucidchart-features. When you’re finished with the trial, you can submit a ticket to our Billing Support team so that you aren’t charged.


Zuzia S
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  • Lucid community team
  • Answer
  • February 16, 2026

Hi ​@dmd08, thank you for posting in the Community and thank you ​@aparrish for chiming in!

To clarify, one-time static data import for specific diagram types, like Org Charts, ERDs, or Mind Maps is available to all subscription types. This allows to automatically build a diagram, but not to refresh the data. 

The Data Linking feature (via the left-hand panel) is exclusive to Enterprise subscriptions. This allows you to:

  • Link data to any shape or group of shapes on the canvas.

  • Refresh the data so the diagram updates automatically.

  • Use data overlays to track metrics.

More information on this feature can be found in our Help Center article on Data Linking to a Lucidchart document.

I hope this is helpful! Please let me know if you have any additional questions or concerns.


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  • Author
  • February 18, 2026

Thank you ​@aparrish and ​@Zuzia S . My trial has expired do you know if there is a way to extend it for a period? I think the one time static import may suffice, or at least it will prove the tool meets my needs, and if we need dynamic update we can move to the enterprise edition in the future.
thanks.


Zuzia S
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  • Lucid community team
  • February 18, 2026

Thanks for following up ​@dmd08! If your trial regards an Enterprise subscription, please contact our sales team. For any other subscription-related questions, please fill out this form to reach the billing department. 

Cheers!


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  • Author
  • February 18, 2026

Thanks ​@Zuzia S .