Integrate Lucid with Confluence Cloud

For admins: installation and configuration instructions

Only the account owner or account admins on a Team or Enterprise account can install and configure the Lucidchart, Lucidspark, or Lucidscale app in Confluence Cloud.

Follow these steps:

1. Log in to your Confluence instance as an admin.
2. Open Settings.
3. Click Find new apps to navigate to your App Marketplace.
4. Search “Lucidchart”, “Lucidspark”, or “Lucidscale”. 
5. Select the Lucidchart Diagrams Connector tile, Lucidspark Boards Connector tile, or Lucidscale Models Connector tile.
6. Click Get app.
7. In the window that pops up, click Get it now.
8. In the confirmation message that pops up to let you know you have successfully added the app, click Configure.
9. Log in to your existing Lucid account, if you are not already logged in.
10. In the next page of the dialog, click Grant Access to allow Confluence to access your Lucid account.

You will see a confirmation message stating that you have successfully configured the app.

Add a Lucid document to a Confluence page

To add a Lucidchart document, Lucidspark board, or Lucidscale document to a Confluence page, follow these steps:

1. Log in to Confluence.
2. Open the page you want to add a Lucid document to.
3. Click Edit from the upper-right corner.
4. Click the + icon from the formatting bar at the top of the page.
5. In the menu that appears, type “Lucid” in the search bar.
   
6. Select Lucidchart Diagrams, Lucidscale Models, or Lucidspark Boards.
   • If the document you are adding is in a repository, you need to open that repository before moving to the next step. Click Repositories from the navigation on the left side, then select the specific repository.
7. Select the thumbnail of the document you want to insert and click Continue.
   • You can also create a new document from the Docs list by clicking + New in the top-left corner. If you create a new document, it will open in the Lucid editor before displaying on your Confluence page.
8. Choose from the following access settings that will be available directly in Confluence:
   • Edit: Users can edit the embedded Lucid document. 
   • Comment only: Users can view and comment on the embedded Lucid document.
   • View only: Users can only view the embedded Lucid document.
9. Click Insert in the bottom-right corner of your Confluence page.
10. Click Update in the top-right corner of your Confluence page.

Manage embedded Lucid documents

Edit a document by opening it in Lucid

To open an embedded document in Lucid, follow these steps:

1. In Confluence, open the page with the inserted Lucid document.
2. Hover your cursor over the embedded Lucid document.
3. Click Open with Lucidchart, Open with Lucidspark, or Open with Lucidscale from the top-left corner of the frame.
4. Edit the document as needed.

If you have Auto Update enabled, the changes will be reflected in Confluence automatically. If you don't have Auto Update enabled, you will need to open the macro settings and select Update now.

Delete a document from a Confluence page

To delete a document or board that has already been added to a Confluence page, follow these steps:

1. In Confluence, open the page with the inserted Lucid document.
2. Click Edit from the upper-right corner.
3. Select the top-left corner of the embedded Lucid document. 
4. Click the trash icon in the menu that appears below the diagram. 
5. The diagram will be removed from the page.
6. Click Update in the top-right corner of your Confluence page.

Edit macro settings

Access macro settings
To edit the macro settings of an embedded document, follow these steps:

1. In Confluence, open the page with the inserted Lucid document.
2. Click Edit from the upper-right corner.
3. Select the top-left corner of the embedded Lucid document. 
4. Click the pencil icon in the menu that appears below the embedded diagram.
5. Adjust settings as needed.
6. Click Save after making any changes to the macro settings.

Update macro settings
In the “Edit Macro Settings” window, you'll see the following options depending on your access settings:

Edit or Comment only

• Access settings: Change the permissions for anyone accessing the document via Confluence.
• Settings for this app: Determine the size and alignment of the embed frame.

View only

• Access settings: Change the permissions for anyone accessing the document via Confluence.
• Pages to display: Determine what Lucidchart pages appear in the embedded version of the document.
• Viewer type: Toggle between the rich and simple viewers.
• Auto Update: Updates made in Lucid will automatically be reflected in the embedded version in Confluence when this is enabled.
  • When Auto Update is disabled, an Update Now button appears for manual syncs.
• Settings for this app: Determine the size and alignment of the embed frame.

Viewer type: simple or rich

When a Lucid document is embedded into Confluence with View only permissions, there are two viewer options: simple and rich. The simple viewer provides a static PNG of the diagram, while the rich viewer provides full interactivity with Lucid.

You can switch between the simple and rich viewers for a specific document in the macro settings modal.

Simple viewer
When viewing a diagram displayed with the simple viewer, you will be able to zoom in and out of it using the magnifying glass icons in the bottom-right, and pan through it by clicking and dragging your cursor over the embedded diagram. 

If it is a Lucidchart diagram that contains multiple pages, you can scroll through them by clicking on the arrows that appear on the sides.

Rich viewer
In addition to the functionality associated with the simple viewer, the rich viewer allows you to see and interact with any pages, hotspots, and notes associated with the embedded diagram (offerings will differ depending on the Lucid app you are using). 

You can disable these features from the viewer by clicking on the gear icon in the bottom-right of the diagram and unchecking the option.

FAQ

Who can view and edit Lucid documents that have been embedded onto a Confluence Cloud page?
Viewing and editing permissions are set up when a Lucid document is embedded into Confluence (see step 8 in the Add a Lucid document to a Confluence page section above). The permissions apply to anyone accessing the Lucid document via Confluence.

If a Confluence user doesn't have a Lucid account, they will only be able to view the embedded Lucid document from the Confluence page, even if the embed permissions are set to Edit or Comment.

Why am I seeing white margins around my embedded Lucid documents in Confluence?
Some white space around your document can be normal when inserting documents in Confluence. Refer to this White space on inserted diagrams community post (in English) for instructions on how to optimize the appearance of your embedded documents.

Why am I stuck in a login loop when trying to access the integration?
If you experience a login loop where you are continuously prompted to log in to Lucid when using this integration, it is most likely due to 3rd party cookies being blocked for your browser. Reference our Troubleshooting: Enable third-party cookies article for details on how to change that setting so they are no longer blocked. 

Why am I receiving a “You are not on a team associated with this instance” error?
This error means your specific user is likely connected to the incorrect Lucid account. To fix this, follow these steps:

1. Log in to your Lucid account that is currently incorrectly linked to Confluence. 
2. Click your profile image or initials in the top-right corner of your Lucid account.
3. Select Account Settings.
4. Select Apps & Integrations from the left-side menu.
5. Check the box next to “Confluence”.
6. Click the Remove button. This will disconnect the account.
7. To re-establish the correct connection, log out of Lucid. 
8. Insert any Lucid document into a Confluence page. 
9. When prompted to log in to Lucid, make sure you are logging in with the email associated with your organization's Lucid account.

Why am I receiving a "We were unable to locate your Atlassian app info" error?
This error occurs if you install the plugin, but you do not link a Lucid account in the plugin configuration for over 24 hours. After un-installing and re-installing the Lucid plugin as directed, configure your Lucid account immediately after. The configuraton steps can be found in steps 8-10 of the For admins: installation and configuration section.

What if my diagram is not displaying correctly?
If you are having issues with the diagram viewer displaying or the documents list displaying when trying to insert a diagram, check the following:

• Your Confluence instance may be being blocked by some sort of extension. Try opening Confluence in an incognito or private window to verify if this is the case.
• You may need to enable third party cookies, as explained in our Troubleshooting: Enable third-party cookies article.
• If you recently migrated to Confluence Cloud from another Cloud instance, you will need to re-insert your previously inserted documents in order to have them display correctly. 
• If you are looking to convert from Confluence Data Center to Confluence Cloud, refer to our Integrate Lucid with Confluence Data Center article for instructions.

What happens to the account wide Confluence connection if the admin who initially set it up leaves?
If your admin leaves, the connection will remain active, as it is established at the account level. Admin permissions are only required during the initial setup process to create the connection. 

What happens if I uninstall and then reinstall the Confluence Cloud integration using the same account?
If you reinstall and reconfigure the Confluence Cloud integration using the same account, all of your previously created diagrams will remain intact. They will display and function exactly as they did before the uninstallation.

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