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

Step 1. Upload a file

Step 1. Upload a file

To import data into
Reference 360
, upload a CSV file with code values or value mappings.
Review your CSV file and note from which line data in the CSV file starts. In the
Import Data Starting From Line
field, enter the line number from where you want to import data.
  1. From the
    Explore
    page, search and open the code list, crosswalk, or hierarchy.
  2. Click the
    Import Values
    icon.
    The
    Upload File
    page of the
    Import Values
    wizard appears.
  3. To select a file to upload, drag a CSV source file, or click
    Browse
    and select the source file.
    The first 10 rows of records appear in the preview section.
  4. In the
    File Import Settings
    section, verify the system suggested settings based on your data, and update any incorrect settings.
    The following table describes the available import settings:
    Field
    Description
    Delimiter
    A character that represents the break between data values in the import file. Select a predefined delimiter or select
    Other
    to define a custom delimiter.
    Text Qualifier
    Symbols used in the file to enclose a string.
    Encoding Type
    Unicode encoding type.
    Import Data Starting From Line
    Line number in the file from where you want to import data. Use this field to exclude headers. Default is 2.
    Contains column headers
    Indicates whether the source file includes column headers.
    Column Header Row
    Header row number in the file.
    Regional settings
    Indicates whether you want to configure date and time formats.
    Date Pattern
    Format of the date fields in the file.
    Date Time Pattern
    Format of the date and time fields in the file. The supported time zone is in UTC (Coordinated Universal Time).
    Decimal Separator
    A character used as a decimal separator. Default is period (.).
    Thousand Separator
    A character used as a thousand separator. Default is comma (,).
  5. Click
    Next
    .
    The
    Map Fields
    page appears.

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