Importing & exporting cross-reference lookups
Last updated
Last updated
If you prefer to maintain cross-reference lookup values externally, you can easily cross-reference lookups from Patchworks, update values as required, then the updated file.
Cross-reference lookup exports are completed in CSV format, delimited ONLY with a single comma between fields.
The exported file includes two columns with left_value
and right_value
headers. For example:
When cross-reference lookup values are imported:
Existing values are checked and updated from the import file
Existing values are checked against both left and right values
New values are added
Import files cannot exceed 5MB.
To export/download a cross-reference lookup, follow the steps below.
Step 1 Log into the Patchworks dashboard, then select process flows | cross-reference lookups from the left-hand navigation bar.
Step 2 Click the download button associated with the cross-reference lookup that you want to export:
Step 3 The download job is added to a queue and a confirmation message is displayed:
Step 4 When your download is ready, you'll receive an email which includes a link to retrieve the file from the file downloads page. If you can't/don't want to use this link, you can access this page manually by selecting the settings option:
...followed by the file downloads option:
Step 5 On the file downloads page, you'll find any exports that have been completed for your company profile in the last hour.
Step 6 Click the download button for your job - the associated CSV file is saved to the default downloads folder for your browser.
To import cross-reference lookup values, follow the steps below.
Step 1 Log into the Patchworks dashboard, then select process flows | cross-reference lookups from the left-hand navigation bar.
Step 2 Click the name of the cross-reference lookup that you want to update:
Step 3 Move to the lower values panel and click the import values button:
Step 4 Navigate to the CSV file that you want to import and select it:
Step 5 The file is uploaded and displayed as a button - click this button to complete the import:
Step 6 The import is completed - existing values are updated and new values are added:
To import cross-reference lookup values, the import file must be in the same format as export files , with the same headers. I.e.:
This list may include exports from different parts of the dashboard, not just cross-reference lookups (for example, and are added here).
Existing values are always checked and updated if matched with your import file. If you don't want to update existing values, don't import them into an existing cross-reference lookup table. Instead, and import from there.