Is it possible to import values in a file into a Lookup field?

Article Number:040206

You can import values in a file into a Lookup field only when "Prohibit duplicate values" is enabled for the field specified as "Key Field" for the Lookup field.

Described below are the steps to import values from a file. The steps are described on the assumption that the Lookup field is configured as follows:

  • The "Customer Database" app is specified as "Datasource App"
  • The "Company name" field is specified as "Key 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 the Prohibit duplicate values check box 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 for which the Lookup field is set.
  2. Click the option button " " on the right side of the screen and then click Export to File.
  3. Select the Include header row check box.
  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 name of the exported CSV file and download the file.

Importing a File

  1. Open the app for which the Lookup field is set.
  2. Click the option button " " on the right side of the screen and then click Import from File.
  3. Click Browse and select a file for import.
  4. Associate the columns in the file for import with the fields in the app.
    • In this example,the Record number is specified as "Key to Bulk Update."
      When a value of the field specified as "Key to Bulk Update" (Record number) matches the value of the corresponding column in the file, the data of the record with a matching value is replaced with the data in the row of that particular cell in the file.
    • For fields other than the Record number and the Lookup fields, 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.