Integrate Lucid Cards with airfocus

Install the airfocus integration

To install the airfocus integration:

1. Go to the Lucid Integration Marketplace.
2. Search “airfocus”.
3. Select the “Lucid Cards for airfocus” tile.
4. Click Connect in the top-right corner.

Once you complete these steps, the airfocus integration has now been added to the Primary Toolbar in Lucidspark. Now it’s time to set up the link between airfocus and Lucid. Continue to the next section for step-by-step instructions.

Link Lucidspark with airfocus

To authenticate Lucidspark in airfocus, follow these steps:

1. Select the airfocus icon from the Primary Toolbar on the left-hand side.
   • If you don’t see the airfocus icon, select the More tools icon and find airfocus from the menu that appears.
2. Click Settings.
3. Select the three dot icon to the right of airfocus under the “Data source” section.
4. Click Link.
5. In the window that appears, click Authorize.
6. At the bottom of the airfocus login page, click Select another team.
7. From the data region dropdown, ensure the appropriate option is selected (either US or EU).
8. Type in your airfocus team name.
9. Click Select team.
10. Log in with your airfocus username and password.
11. Click Log me in.

You will be redirected back to Lucidspark. If you click the three dot icon from step 3 above, it will now say “Unlink” which indicates that the connection is properly set up. You can now proceed to the next section to import existing airfocus items.

Add airfocus items to Lucidspark

Import existing airfocus items to a board

1. Create and save an item in airfocus.
2. Open a Lucidspark board.
3. Select the airfocus icon from the Primary Toolbar on the left-hand side.
   • If you don’t see it, click the More tools icon and search for and select airfocus.
4. Click Import airfocus items.
5. Choose which items to import.
6. Select Import airfocus items.

Your item will be imported into Lucidspark and added as a card on your board.

Add a new airfocus item from Lucidspark

1. Open your Lucidspark board.
2. Select the airfocus icon from the Primary Toolbar on the left-hand side.
   • If you don’t see it, click the More tools icon and search for and select airfocus.
3. Select New airfocus item.
4. Follow the prompts to enter required fields for the item.
5. Click Create.

Your item will be created in airfocus and imported onto the canvas.

Convert a sticky note into an airfocus item

As you move from brainstorming to planning, you can convert sticky notes into airfocus items. Here’s how:

1. Right-click either an individual sticky note or a group of sticky notes and hover your cursor over "Convert to card".
2. Select airfocus item.
3. Fill out the required fields.
   • You can edit more information after you convert your sticky note.
4. Click Create.

Your sticky note will be converted into a new airfocus item.

Manage sync settings

You can determine how data is synced between airfocus and Lucid: manually, automatically one-way from airfocus to Lucid, or automatically both ways.

To change how your data is synced, follow these steps:

1. Select the airfocus icon from the Primary Toolbar to the left of the canvas.
2. Click Settings in the top-right corner of the panel that appears.
3. Under “Sync settings”, click Two-way sync, Pull changes, or Manual sync.
   • This button is different depending on what sync setting is currently selected.
4. At the bottom of the panel that appears, click Manage sync settings.
5. Select a sync option:
   • Two-way sync: Lucid and airfocus are automatically synced to each other. Changes in one update the data in the other.
   • Pull changes: Lucid updates automatically with changes made in Excel, but changes in Lucid don’t affect items in airfocus.
   • Manual sync: Lucid and airfocus only update when you manually sync the data.
6. Click Save.

If you have two-way sync enabled, you can temporarily pause the connection between airfocus and Lucid by clicking the Pause syncing icon under “Sync settings”. Click the Resume syncing icon when you want Lucid and airfocus to resume their connection.

Recommended features

Here are more ways to get the most out of Lucid Cards in airfocus:

• Gather and Sort to organize brainstorming sessions then distill the best ideas to convert into airfocus items.
• Use Dependency mapping to visualize links between airfocus items.
• Leverage Timelines to organize airfocus items.
• Organize airfocus items into Dynamic Tables.

FAQ

Are airfocus cards in Lucid bi-directionally synced? 
Yes. Changes made in Lucidspark will be reflected in airfocus and vice versa. 

Can I copy cards between Lucid documents? 
Yes, the card will copy, but the data will not. If you need the data included, we recommend re-importing the cards on a new document. To request this functionality, share your thoughts with our Product team in the Lucid community. 

Can I import airfocus data from multiple instances onto the same board? 
No. Lucidspark only supports data from one airfocus instance per document. To request this functionality, share your thoughts with our Product team in the Lucid community. 

Does Lucid support custom fields for airfocus?
In addition to supporting the import of a standard set of fields, we also offer a variety of custom fields.

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