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How to: Import Items into a lookup
How to: Import Items into a lookup
Step-by-step guide
- Download the Import template/Example spreadsheet (or Export the existing list to serve as a template).
- Populate the spreadsheet:
- Each column in the spreadsheet is matched to the fields in the lookup by the column header.
- The example only has Name and Description, but you can add other columns.
- The Name column acts as a unique key--if an existing lookup matches by Name, it will be updated.
- When import data is prepared, decide whether you want to:
- Add Records: Keep existing records and add the newly imported records
- Replace Records: Replace all existing records with the newly imported records
- After the file is processed, the lookup information will show in a grid, click the Import button to start the import (to the left above the grid).
- If the import fails, an explanation will show in the grid.
- If there are no issues, the rows will be imported, and when finished, the application will show the updated lookup list.
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