Importing & exporting cross-reference lookups
Introduction
If you prefer to maintain cross-reference lookup values externally, you can easily export cross-reference lookups from Patchworks, update values as required, then import the updated file.
Need to know
Export file format
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:
Imports
Import approach
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 file format
To import cross-reference lookup values, the import file must be in the same format as export files above, with the same headers. I.e.:
Import files cannot exceed 5MB.
Exporting a cross-reference lookup
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.
Importing cross-reference lookup values
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:
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