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Connect Ledgerbeam to Lucidcharts to export data and create diagrams and charts, helping you visualize your data insights in professional diagrams.

Features

  • Export data to Lucidcharts diagrams
  • Create data-driven charts and visualizations
  • Generate diagrams from query results
  • Share insights through Lucidcharts

Setup Instructions

  1. Navigate to the Integrations page in your Ledgerbeam dashboard
  2. Click on the Lucidcharts integration card
  3. Click “Connect to Lucidcharts” to authorize Ledgerbeam
  4. Sign in with your Lucidcharts account
  5. Grant Ledgerbeam access to your Lucidcharts documents
  6. Click “Allow” to complete the connection

Usage

Once connected, you can export data to Lucidcharts:
  1. Run a query in Ledgerbeam
  2. Click the “Export to Lucidcharts” option
  3. Select an existing document or create a new one
  4. Choose the diagram type (flowchart, org chart, etc.)
  5. Your data will be transformed into a Lucidcharts diagram

Diagram Types

  • Flowcharts
  • Organizational charts
  • Process diagrams
  • Data flow diagrams
  • Network diagrams

Permissions

The Lucidcharts integration requires:
  • Read access to view documents
  • Write access to create and edit diagrams
  • Access to your Lucidcharts workspace

Troubleshooting

If you’re having issues:
  • Verify your Lucidcharts account connection is active
  • Check that Ledgerbeam has the necessary document permissions
  • Ensure the target document exists and is accessible
  • Review the export logs in your Ledgerbeam dashboard

Need Help?

For additional support, contact us at [email protected].