Google sheets connection

 
The Google Sheets connection is available to business subscriptions. 
 

 

If you are connecting to a Google Sheet, you should format your Google Sheet with columns as your headers and each row will be your data. Each column will be its own smart field in your document.

 

 

 

How to use data automation

Once your data is connected to Lucidpress, you will need to convert plain text in your templates and documents to smart fields. Smart fields allow information to auto-fill an entire document. If your document already has custom smart fields, you may need to replace them with smart fields from your new data source.

To add a smart field, highlight or place your cursor where you want to insert the smart field. Go to the top menu and click “Insert > Smart Field” and then choose your data source and add the correct column. A placeholder will be added to your document.

To learn more about smart fields, click here.
  1. Open your file in Lucidpress
  2. If you want to populate a certain text box, select the text box first
  3. Choose the data icon in the left content pane
  4. Search for the row you’re looking for
  5. Select the row and click, “Apply to Object” or "Apply to Document" if you want it to be applied to the entire document. Your document auto-fills with the information.

To update a row, edit your Google Sheet. If you are using your MLS or Zillow, the list will automatically update with new listings.

 

 

 

Additional features


Allow only certain users to see data items from your data source. Do this by creating a column called "User Data Restrictions" in your dataset and input the emails of the users who can access the data separated by a semicolon. Then, go to your data automation manager in Lucidpress and click the three dots next to the data set. Click "enable data restrictions". Click OK to confirm.

 

Note: leave a data row empty to allow all users to access the data. If you put any emails in the data restriction column, only the users who have their email placed in the row will see that data in Lucidpress.
To set up image paths in your Google Sheet, create a column with this name in your Sheet: externalImageUrls

In addition, make sure to fufill these requirements:
  • have the full path starting with http://
  • comma-delimit multiple values
 

 

FAQ

  1. Double check that your dataset is set to display in the editor.
  2. Navigate to the Lucidpress home page. Click the “Data Automation” tab in the left panel. A window will open. Make sure the option “Show tab in editor” is enabled.
This depends on what data source you have connected. Google Sheets will sync with Lucidpress at least once or more per day.

MLS and Zillow will vary depending on when they push their data. Lucidpress will attempt to sync once a day, but it depends on their system when the data can be retrieved.
If you click the "Update Dataset Button" and get an error, it might mean that the Google Sheet is not shared with you. You must have access to the Google Sheet in order to update it in Lucidpress. You must also be an admin on the Lucidpress account.
This is a great idea! We want to add more icons in the future. Please reach out to support@lucidpress.com with ideas of icons to add.
Yes, you can add more than one data source to one dataset. However, all the columns must be the exact same in every data source for it to work. Also, it is important to note that all sources will be combined when you view the data in Lucidpress.

Having more than one data source can be useful. For example, you can have a Google Sheet for each office. They can add additonal data to the Google Sheet, but they don't need to see all the info from the other offices. In Lucidpress, the data would then combine.
You should be extra careful before deleting datasets. If you delete a dataset, all your smart fields will be disconnected (they won't work anymore). Even if you connect the same Google Sheet or XML feed, the smart fields will not work and you'll need to reconnect them.

You can delete data sources. For example, if you connected the wrong Google Sheet/XML feed, you can remove it without affecting your smart fields (as long as the columns are the exact same as your smart fields).

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