Table of Contents

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  1. Preface
  2. Introducing Reference 360
  3. Getting started with Reference 360
  4. Manage system reference data
  5. Manage reference data sets
  6. Manage code lists
  7. Manage code values
  8. Manage crosswalks
  9. Import data
  10. Manage hierarchies
  11. Manage attributes
  12. Manage workflows
  13. Manage jobs
  14. Reference 360 REST API
  15. Glossary

Reference 360

Reference 360

Import process

Import process

Your user role must have permission to import data.
To import data, perform the following tasks:
  1. Upload a CSV file to import.
  2. Verify the automatically mapped fields. Manually map the fields that have incorrect mapping to ensure that the columns of the source file match the target fields.
    When you import hierarchies, map the source columns with the required target fields. The automatically mapped fields display confidence indicators to indicate the accuracy of the mappings. If fields have low confidence scores or incorrect mappings, manually map the source columns with the required target fields.
  3. Preview and verify the field mapping and import the file.

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