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Data syncing using Excel/Microsoft 365 in Lucid

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  • Data syncing using Excel/Microsoft 365 in Lucid

    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:
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    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.
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    How do I get Lucidchart to allow me to upload a Microsoft 365 spreadsheet so I can have syncing?​

  • #2
    To clarify - are you updating an existing chart that already has data from Excel? Have you previously uploaded data from Excel to Lucid successfully, or are you having trouble with your initial upload?

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    • #3
      I've found that connecting with local implementation partners can be really beneficial for solving syncing issues. You might want to check out Top Dynamics Partners to find someone experienced with Microsoft Dynamics 365 in your region. They could offer more tailored support and might even be able to help with those permission hurdles.

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