Managing Lookup Tables in Kantata Connect

Learn about managing lookup tables in Kantata Connect.

Overview

A Lookup Table—similar to a cross-reference or mapping table—allows you to review and compare recipe data as well as map integration data between two systems.

Lookup tables are used to pair different points or sets of data between two systems. For example, if a user in System A has a different name from the user in System B, the lookup table will link System A user's data to the specified user in System B.

Click Lookup Tables in Kantata Connect’s top bar to open the Lookup tables page and view a list of your current tables. From here, you can create or import a new table, or click an existing table to open the Lookup Table Details page.

On the Lookup Table Details page, you can view and edit the table as needed.

The left side of the page’s top bar contains the table’s location, title, last updated date, and the number of entries—or rows—the table has. In this area, you can update the title by clicking in the Title field or change the table’s location by clicking on the Available in link.

On the right side of the top bar are the following actions:

• Import a CSV file.
• Add a new entry.
• Download the table.
• Delete the table.

Underneath the top bar you’ll find the table’s columns, rows, and data. Click the More (“   ”) icon on the right side of the column header to edit column names, add or remove columns, or delete all of the table’s data.

To edit the data for a specific row, hover over the row’s far-right column and then select the Edit (“   ”) icon.

How to Import a Lookup Table

1. Log in to Kantata Connect.
2. In the top bar menu, select Lookup Tables.
   
3. On the Lookup tables page, click + New table. The New Lookup Table page opens.
4. In the top bar, click into the Title field and enter a new title.
5. Below the top bar, select Import CSV. The Import CSV modal opens.
   
6. Drag and drop your file into the modal or click the upload from device link to select a file from your computer.
7. Click Import CSV. The file imports and the mapping table is created.
   

How to Manually Create a Lookup Table

1. Log in to Kantata Connect.
2. In the top bar menu, select Lookup Tables.
   
3. On the Lookup tables page, click + New table. The New Lookup Table page opens.
4. In the top bar, click into the Title field and enter a new title.
5. Below the top bar, select Add entries manually. The table column title fields appear.
   
6. Enter your column titles in the corresponding fields and then click the checkmark (“   ”) icon to the right of the row to save it to the table.
   
7. Click the Add entry button in the top bar. A new row appears in the table.
8. Enter the value for each row field and then click the checkmark (“   ”) icon to the right of the row to save it to the table.
9. Repeat steps 7-8 for each entry row you want to add to the table.