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
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.
- Open your file in Lucidpress
- If you want to populate a certain text box, select the text box first
- Choose the data icon in the left content pane
- Search for the row you’re looking for
- 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.
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.
In addition, make sure to fufill these requirements:
- have the full path starting with http://
- comma-delimit multiple values
- Double check that your dataset is set to display in the editor.
- 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.
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.
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 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).