Step 1: Login to Lucidchart and SmartDraw

Open Chrome (or Microsoft Edge) and login to both your Lucidchart and SmartDraw accounts in two separate tabs.

In SmartDraw, find the "Import" section on the right side of your template browser and click on "Lucidchart File".

Step 2: Install the SmartDraw File Helper App

You'll be prompted to add the SmartDraw File Helper Chrome extension to your Chrome browser. This also works in Microsoft Edge, just click the blue bar at the top that says "Allow extensions from other stores". Once you've done that, SmartDraw will be ready to retrieve your Lucidchart documents.

Step 3: Select the Destination Folder for Your Files

SmartDraw will retrieve a list of all your Lucidchart documents and folders and display them in a dialog.

By default, files will be imported into the root of your SmartDraw account.

SmartDraw gives you the option to choose a different destination if you want.

Click on "Select Destination Folder" at the top of the dialog and you'll be able to select a different folder.

You can also choose to import directly to a linked third party storage option like Google Drive^™ or OneDrive^®.

Step 4: Choose the Files You Want to Import

Once you selected both your destination folder and the files you want to import, click "Import Selected Files".

SmartDraw will convert your Lucidchart files and move them to your selected folder. If you didn't select a folder, your files will be at the root level and any folders you chose to import will appear as they were in Lucidchart. It's that easy.

The steps above describe importing Lucidchart documents each individual has access to. To migrate your entire organization, you could ask everyone to follow the steps outlined above to move their own documents over.

As an administrator, you can do the migration for your entire team by following these steps:

Step 1: Have Users Move Their Documents to Shared Folders

In Lucidchart, have your team move all the documents they want to migrate into a folder named after their user name so it can easily be tied back to them. Next, make sure they share that folder with you, the adminsitrator.

Step 2: Import All Lucidchart Files from User Shared Folders

If your team has shared their files with you using shared folders, you can now import all their documents in one go. Simply, select the folders that your users shared with you and click "Import Selected Files".

SmartDraw will recreate your entire folder structure in SmartDraw. This is the fastest way to move over everyone's files and folders.

If you want to recreate your entire folder strucutre in a third-party storage option like Google Drive or OneDrive, click the "Select Destination Folder" button at the top of the dialog and choose a linked third party storage option. Your folder tree will be imported and recreated at that destination instead of the SmartDraw root.

In the import dialog, you can also choose to import folders individually.

For example, you can specify which folder from Lucidchart goes to which folder in SmartDraw using the "Select Destination Folder" option at the top of the dialog.

Once you see your list of folders available from Lucidchart, select the folder you want to import and then click on "Select Destination Folder" to choose a folder in SmartDraw.

You'll see the destination folder path at the top of the dialog.

The import will take you longer, but this option gives you more control over where your files will end up.

Step 3: Share Folders with the Original Users

Share the imported folders with their original owners by right-clicking on each folder and choosing "Share".

In the share dialog that comes up, make sure you set the permissions to "View and Edit" in the drop-down menu and copy the link to share via email or your organization's chat application.

If your organization already stores all its diagrams in shared folders and users don't have any private files, you can skip the step of making users create shared folders and then redistributing those folders after migration.

Step 1: Create Matching Shared Folders in SmartDraw

In this scenario, we assume your organization has shared folders that correspond to teams and departments. For example, you may have a UX team folder, QA team folder, a Marketing team folder, and so on.

As an administrator, you can create these folders in SmartDraw and share them with the appropriate groups.

Login to your Account, click on "Licenses & Subscriptions", choose a license, and go to "Create Shared Folders".

Click the "Add Folder" button and create the folders that match your current Lucidchart structure.

Once your folders are created you can assign permissions and share them with the appropriate SSO groups.

Click here to learn more about creating shared folders.

Step 2: Import Your Lucidchart Folders

Follow the steps outlined at the top of this page to import all your Lucidchart files and folders. You can choose which folder from Lucidchart goes to which folder in SmartDraw. Or you can simply select all your Lucidchart folders and SmartDraw will automatically move the files from each folder to the corresponding SmartDraw folder.

You don't have to do anything else. The files are now automatically shared in SmartDraw using the permissions you set up.