How-to Import Data to a Lookup Table

  1. Navigate to the desired Lookup Table for which you wish to import the data.
  2. Click the "Data" button, located at the top-right corner of the Lookup Table tile.
  3. Next, select the "Import" button, located above the Lookup Table
  4. Copy the data without the column headers from either an Excel or a CSV file and paste it to the provided "Data Import" area. (Note: Your data should be in the same field order as the columns defined within the Lookup Table).
  5. Click the "Save" button upon completion.


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If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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