Confluence Integrations

Lucidchart’s integration with Confluence Cloud and Confluence Server allows you to directly insert your diagrams into Confluence articles. Read on for more information on how to set up your Confluence instance.

Lucidchart integrates with Confluence Cloud so you can insert and edit diagrams from your wiki pages. Watch this video to get started with Lucidchart.

A Lucidchart Team or Enterprise account is needed to integrate with Confluence. Note that Personal, Professional, and Free accounts cannot be integrated with Confluence.

  • If you do not have a Lucidchart account, a free team trial is available on the pricing page or contact our sales team.
  • If you have already completed a trial and currently have a Free, Personal, or Professional account, go to the Subscription Level page within your account and select the appropriate team license tier.
  1. Log into your Confluence instance as an Admin, and open the Administrative menu.
  2. Click Add-ons, then Find New Add-ons on the left sidebar.
  3. Search the Atlassian Marketplace for Lucidchart and click “Install.”
  4. Click Accept & Install, wait for the download, and close the dialogue box.
  1. After installing, click “Manage.” Select "Manage add-ons" from the left sidebar and expand the Lucidchart listing.
  2. Select "Configure” to grant Lucidchart access to Confluence.
  3. From the Configuration page, you will be prompted to connect your existing Lucidchart Team account with your Confluence Cloud instance.
  4. If you are logged into your Lucidchart Admin account, click “Link to Lucidchart Team,” and wait for the link to finish.
  5. Once your account is configured, easily invite other users onto your team. Visit your team management page where you can manage what users have full access as licensed users and who has view-only access as an unlicensed user. Your team can have an unlimited number of unlicensed users.
  1. Begin editing a Confluence page.
  2. Click “+” from the menu at the top of the page and select “Add Lucidchart Diagram.”
  3. You will see the Lucidchart documents list. Choose to begin a new Lucidchart document, open an existing Lucidchart document, or directly import a Visio file.
  4. To create a new diagram, click the orange "Create" button and start a new document from the template chooser. If you haven't used Lucidchart before, this short tutorial explains the basic components of drawing your diagram in the Editor.
  5. When you are finished editing your document in the Lucidchart editor, click the "Return to Confluence" button in the upper right corner to return to the wiki. Your wiki entry will be automatically added or updated.
  1. Click “Edit” in the right-hand corner of the Confluence page.
  2. Select your diagram and click the “Edit” button that appears.
  3. You’ll see a window titled “Edit Macro Settings.” From here, you can enter a page range, alter the width, height, and alignment of your diagram, and update the diagram.
  4. Click “Update embedded diagram” to sync changes already made to your diagram. Or you can select “Edit diagram” to open the document in the Lucidchart editor and modify it (if you have ownership or sharing permissions to do so).
  5. To delete a diagram, select it and click “Remove.”

Note: Everyone is able to view the files inserted inside the wiki, but only those who have been invited to collaborate can edit them. You can invite collaborators from the Lucidchart documents list or editor.

Lucidchart integrates with Confluence Server so you can create and share your diagrams on Confluence. Watch this video to learn how to install, configure, and customize your experience.

Note: Lucidchart only supports Confluence Server versions 5.8 and up. We highly recommend updating to the most recent version of Confluence.

A Lucidchart Team or Enterprise account is needed to integrate with Confluence. Note that Personal, Professional, and Free accounts cannot be integrated with Confluence.

  • If you do not have a Lucidchart account, a free team trial is available on the pricing page or contact our sales team.
  • If you have already completed a trial and currently have a Free, Personal, or Professional account, go to the Subscription Level page within your account and select the appropriate team license tier.
  1. Log into your Confluence instance as an Admin, and open the Administrative menu.
  2. Click Add-ons, then Find New Add-ons on the left sidebar.
  3. Search the Atlassian Marketplace for Lucidchart and click “Install.”
  4. Click Accept & Install, wait for the download, and close the dialogue box.

To integrate the add-on, you must be an Admin or Team Admin for your Lucidchart account.

  1. After installing, you’ll need to click “Manage” and “Configure” to grant Lucidchart access to Confluence.
  2. On this page, you will either see a login page or, if you are already logged into Lucidchart, your Team's account. If prompted, enter your user credentials.
  3. Once you are logged in, select "Link Account" to connect your Confluence instance to your Lucidchart Team account.

Lucidchart's plugin for Confluence includes new features to manage your team from the admin dashboard inside Confluence. Visit the General Configuration page to ensure that your account is linked. Then click the User Management tab. You will see three sections:

Lucidchart Team Management

This table is a list of users that are currently on your Lucidchart team and indicates whether they have connected their Lucidchart account with Confluence. Users that appear in this table are on a paid Team account and will have access to all features and functionality of Lucidchart. You can manage additional team settings from your Lucidchart account on the Subscription Level, or using the second table on the User Management page.

Non-Lucidchart Team Management

This table is a list of all users from your instance who have clicked “Add Lucidchart Diagram” from inside Confluence and were auto-provisioned accounts but were not automatically placed on the paid Team subscription. They are not on the Team subscription because either the team is full or the checkbox below the table is unchecked. Simply click “Add to team” to place them on the paid Team subscription so they can enjoy the full functionality of Lucidchart.

Auto-provision Settings

This checkbox at the bottom of the page makes it easy to control how users from Confluence are able to join Lucidchart. Check the box if you want the Team subscription to fill up on a first-come-first-serve basis. Uncheck the box to be able to individually select which users will join the team.

Use the information in these tables to determine which Lucidchart team users are connected to Confluence and which Lucidchart users have connected their accounts to this Confluence instance but are not yet on your team.

  1. Click the blue “Add to Team” link to start managing these users. Choose “automatically add new users to your Lucidchart Team.”
  2. If you don’t have licenses available, click the blue link to go to your Lucidchart Team Management Page and reassign licenses. Or, visit your Lucidchart Subscription Level page to upgrade to the next license tier.

Now, you’re ready to use the add-on!

Insert a diagram

  1. Begin editing a Confluence page.
  2. Click “+” from the menu at the top of the page and select “Add Lucidchart Diagram.”
  3. You will see the Lucidchart documents list, where you can begin a new Lucidchart document, open an existing Lucidchart document, or directly import a Visio file.
  4. To create a new diagram, click the orange "Create" button and start a new document from the template chooser. If you haven't used Lucidchart before, this short tutorial explains the basic components of creating a diagram in the editor.
  5. When you are finished editing your document in the Lucidchart editor, click the "Return to Confluence" button in the upper right corner to return to the wiki. Your wiki entry will be automatically added or updated.

Make changes to the diagram before inserting

  1. IIf you decide you want to make changes to the diagram before inserting it, click “Edit” to be redirected to the Lucidchart editor.
  2. When you’re finished editing, click “Return to Confluence” in the top right corner.

Change viewer properties

  1. If you want to change characteristics of the viewer, click “properties,” and enter changes in width, height, alignment, update method, visible page-range, or viewer type.
  2. “Save” your changes, click the blue “Save” button, and your diagram will load to the Confluence page.

Basic Viewer

If you did not enable the Rich Viewer by default, or downgraded, your diagram will load in a basic viewer. The basic viewer provides a static PNG image of your diagram, hosted on Confluence Servers. You'll see 6 controls:

  1. Edit document in Lucidchart.
  2. Remove document from Confluence space.
  3. Upgrade to the Lucidchart rich viewer (requires connection to Lucidchart servers).
  4. Update to the latest version of the diagram.
  5. Zoom out.
  6. Zoom in.

To navigate between different tabs/pages of a document, click the arrow buttons that appear when you hover on the right or left side of the Lucidchart document viewer.

Dynamic Viewer

The dynamic viewer requires access to the internet and our servers but preserves all the interactivity of your document. If you enable the rich viewer during configuration, you'll be able to zoom, pan, switch between pages, and use links, hotspots, and layers. The control bar will appear across the entire width of the diagram. You have the ability to do the following:

  1. Open our homepage in a new tab.
  2. Edit the diagram in Lucidchart.
  3. Remove document from Confluence space.
  4. Switch to the Basic Viewer.
  5. Update to the latest version of the diagram.
  6. Zoom to fit.
  7. Go back to actual size.
  8. Zoom out.
  9. Zoom in.

Notes:

  1. Master pages are not viewable in the rich viewer but can be in the basic.
  2. The rich viewer is available in Chrome, Firefox and Safari, but Internet Explorer will always use the basic viewer.
  3. A Confluence Admin can set the rich viewer as the default from the configuration page.

From the Confluence page

  1. If you have Lucidchart's "Editor" or "Owner" permissions, click on the "Edit" link to visit the Lucidchart editor.
  2. Click "Remove" to remove the diagram from Confluence. The button does not delete the document from your Lucidchart Documents list.

Within the Confluence Editor

  1. Edit the Confluence page.
  2. Click on the diagram.
  3. Click "Edit" to open the diagram in the Lucidchart Editor.
  4. Click "Remove," to delete the document from Confluence. The button does not delete the document from your Lucidchart Documents list.