Importing Data into Easyfile Lookup Tables

In addition to adding data manually to lookup tables, CSV files can also be used to populate lookup tables.

In this article we will go through the steps to populate a lookup table with a CSV file.

At this point, there are two options.

1, Adding to/Replacing values in an existing lookup table. You must know the lookup table name.

Log into the Easyadmin site and click Cabinets. Click the cabinet where the data will be added. On the Cabinet Field Page, click the field that has the lookup table attached to it. Scroll down and find the lookup table name. It will usually be LU_XXX where XXX = a number.

2. Adding data to a new lookup table.

The important consideration in a scenario where the data is to be added to a new lookup table, is that the table needs to exist first. Therefore you will need to create the lookup table and add one entry before importing the data. Please refer to https://casoinc.atlassian.net/wiki/spaces/CHD/pages/2304016411/Create+a+List+Field for instructions on creating Lookup tables.

Log into the Easyadmin site and click Cabinets. Click the cabinet where the data will be added. On the Cabinet Field Page, click Import Lookup Table.

Click the Browse Lookup Table button. A listing of existing lookup tables will appear. Find the lookup table needed and click it. The lookup table name will be

Click the Upload CSV button and browse out to the CSV file that contains the data. The entries in the CSV file will appear. Click the checkbox above the entries and click the down arrow to choose the column where the data is to be placed. This is usually the COL1 column.

Click the checkbox for the data to be imported or click the top checkbox to select all.

Choose Append or Replace Data and click the Import button. The data will be appear in the lookup table.