Can I Import Values from a File to a Lookup Field?

Only when the field that is specified as the "Key Field" is "prohibited from duplicating values", you can import values from a file to a lookup field.

Described below are the steps to import values from a file. In these steps, it is assumed that the Lookup is configured as follows.

  • "Datasource App": "Customer Database" app
  • "Key Field": "Company name" field

Prohibiting Duplicate Values

  1. Open the "Form" setting screen of the "Customer Database" app.
  2. Click Settings under the setting button " " on the upper right of the "Company name" field.
  3. Select "Prohibit duplicate values", and then click Save.
  4. Click "Save Form" on the upper left side of the screen.
  5. Click "Update App" on the upper right side of the screen.

Exporting Data to a File

  1. Open the app where Lookup has been set.
  2. Click Export to File under the option button " " on the right side of the screen.
  3. Select "Include header row".
  4. Select the items to export.
    In this example, the record number and the lookup field are exported.
  5. Click Export on the upper left of the screen.
  6. Click the file name that is displayed in the "Exported Files Ready for Download" section and save it.

Importing a File

  1. Open the app where Lookup has been set.
  2. Click Import from File under the option button " " on the right side of the screen.
  3. Click Browse, and select a file to import.
  4. Match the columns in the imported file to the fields in the app.
    • In this example, the Record number is specified as the "Key to Bulk Update".
      If the value specified as the key to bulk update (record number) and the value of "Column in File" match, the record is overwritten with the data of the row in the file.
    • For fields other than the Record number and the Lookup, select "(None)" from the drop-down list of "Column in File". This enables you to update only the Lookup field.
  5. Click "Import" on the upper left side of the screen.