Choose which Lucidchart document to open.To import your Salesforce contacts and build an account map, follow these steps: Stay in the know on your prospects by importing your Salesforce contacts into Lucidchart ensuring your team talks to the right people at the right time. Build account maps from your Salesforce contactsīy building account maps with Lucidchart, you can collaborate and align your sales team in real time to close bigger deals faster. Automated org chart creation can save significant time and effort when it comes to keeping everyone on the same page. Once you’ve created or updated your org chart, you can also easily share it with the team, allowing anyone to access the information quickly and easily. Group View allows you to arrange your org chart by non-hierarchical factors to gain deeper insight into your people. While org charts are typically used to visualize company hierarchy, with Group View, you can store and visualize employee-specific information-like phone numbers, location, or scrum team. After you’ve finished formatting, click Finish.Once your data is added, you can format it as necessary using preset or custom fields. Choose a CSV, Google Sheets, Excel file to upload, or copy and paste data directly from a spreadsheet program like Google Sheets or Excel.Select Import Data from the org chart shape library, or click File > I mport Data > Org Chart.Lucidchart will automatically organize each role within a hierarchy. Instead, you can upload a Google Sheet, Excel file, or CSV or import data from apps like BambooHR directly into Lucidchart. Making an org chart does not have to be an exercise in patience like it used to be, especially when you have to rearrange an org chart after a round of promotions. Follow the prompts to select a Google Sheet, CSV, or Excel file.Īlong with data linking, Lucidchart also offers data overlay and data refresh so your data is always up to date.Click File > Import Data, or access data linking from the right Dock in the editor and click Link Data.With data linking in Lucidchart, you can connect data sets from Google Sheets, Excel, or a CSV file to specific shapes in your diagrams, effectively eliminating the double data entry.Ĭonnecting data to your diagram is simple: Eliminate duplicative data entry with data linking If you're currently a free user or haven't signed up yet, see our pricing page to start a free trial and automate your work now. Note: The features mentioned in this article will require a paid Lucidchart account. Let's dive into how Lucidchart can help you automate some of your work! With automated data linking, automated org chart generation, UML sequence markup, and ER diagram import/export, you can save time to focus on solving the problems you care about most. No matter your role, Lucidchart is the intelligent diagramming solution to help you automate and visualize your processes.
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