Batch import and export lookup tables

Permission description

Super administrators, data standard administrators, and import/export record operators can view import details and download export files.

Batch import lookup tables

1. Navigate to the Dataphin home page, select Administration > Standard from the top menu bar.

2. In the left-side navigation pane, choose Reference Data > Lookup Tables. On the Reference Tables list page, click Batch Import And Export and select Batch Import Lookup Tables.

3. In the Batch Import Lookup Tables dialog box, configure the relevant parameters.

   Parameter	Description
   Import Scenario	Choose a configuration template based on the import scenario. The template file for updates includes all selected lookup table information; modify the necessary details and re-import. Two scenarios are supported: Add and Update. The import scenario only affects template generation; whether a table is added or updated during import depends on whether the lookup table code already exists. The import scenario only determines how the configuration template is generated. During the actual import, the system decides whether to add or update based on the existence of the lookup table code.
   STEP 1 Download Configuration Template--Add
   Configuration Template	If no template exists, click the file name or the download icon to download the .xlsx file. If a template is already available, upload the configuration file and import directly. Note Importing lookup tables requires create or edit permissions. Without these permissions, the import fails permission verification.
   STEP 1 Download Configuration Template--Update
   Update Scope	Select the lookup tables to update. You can select up to 20 at a time.
   Configuration Template	Click Generate Template to generate a template based on the selected lookup tables. This creates a .xlsx file for download. Note If no template exists, click the file name or the download icon to download the .xlsx file. If a template is already available, upload the configuration file and import directly. Importing lookup tables requires create or edit permissions. Without these permissions, the import fails permission verification.
   STEP 2 Upload Configuration File
   Upload File	Each lookup table corresponds to a separate .xlsx file. Mismatched file types prevent import. You can upload up to 20 files at a time, with each file not exceeding 20 MB. Each lookup table can contain up to 10,000 code values. Follow the filling guidelines for each field in the template. Altering row or column positions, modifying column names, or adding or deleting rows and columns causes a parsing error and prevents import. Basic lookup table information is verified first during import. Only files that pass verification proceed to code value import. Lookup Table Name: Required. Must correspond one-to-one with the lookup table code and be unique within its directory, with a maximum of 128 characters. Only tables with operation permissions can be imported. Lookup Table Code: Required. A globally unique identifier for the lookup table, up to 128 case-sensitive characters. During import, if the code exists, the table is updated; otherwise, a new table is created. Lookup Table Directory: Optional. Fill in the format /first-level directory/second-level directory/.... If left blank or filled as /, it defaults to the root directory. Lookup Table Owner: Optional. Enter the username (available on the Member Management page). If left empty, the batch import operator is set as the owner for new tables; for updates, the existing owner is retained. Lookup Table Description: Optional. Up to 1,000 characters. Code Value Information: Each code value occupies one row. After the lookup table's basic information is verified, the code values are checked. Only files that pass verification are imported. Code Value: Required. Up to 64 characters, including Chinese characters, English letters, numbers, and special characters: -,_,(),space. Must be unique within the lookup table. Code Name: Required. Up to 64 characters, including Chinese characters, English letters, numbers, and special characters -,_,(),space. Code English Name: Optional. Up to 64 characters, including English letters, numbers, and half-width symbols. Code Description: Optional. Up to 256 characters.
   STEP 3 Conflict Resolution Policy
   Verification Field	Code value, unique within the lookup table, case-insensitive.
   Handling Policy	Select a handling policy for when an imported code value conflicts with an existing one. Choose between Skip If Conflict or Overwrite If Conflict. Skip If Conflict: If the imported code value matches an existing one, the record is skipped. Overwrite If Conflict: If the imported code value matches an existing one, the associated information (code name, description, etc.) is updated with the imported values.

4. Click Start Parsing to verify the file format and lookup table information for this import.

   File Format: Checks whether the imported file is empty, contains multiple sheets of code values or lookup tables, and whether the file format matches the template.

   Lookup Table Information: Checks whether the operator has the required permissions, the creation limit is exceeded, and the lookup table configuration is valid, including code, name, directory, duplicate names in the specified directory, owner, and description.

5. After successful parsing, verify the code value information. Once verified, the import results page opens.

   Code Value: Checks completeness of code value and name, adherence to input specifications for code value/name/English name/description, absence of duplicates, and compliance with system limits on the number of code values.

   Parameter	Description
   Import Result	View the import progress, results, and execution time.
   Abnormal Records	Lists records with code values that failed verification during import, including the code value, code name, English name, description, and error details from the original file. On the Abnormal Records tab, click Download Abnormal Records to download the problematic records. Fix them based on the error messages and re-import.
   Skipped Records	When the conflict policy is set to Skip If Conflict, existing code value records in the target lookup table are not overwritten. These records appear in the skipped records list, which includes the code value, code name, English name, description, and any error details from the original file. On the Skipped Records tab, click Download Skipped Records to download the original records as an Excel file.
   Execution Log	View and copy the execution log for the import process.

   After the import is completed, you can close the import configuration dialog box to quickly view the results. Closing the dialog box does not terminate the import task. Click Batch operation records in the lookup table list to view historical import records.

Batch export lookup tables

1. On the Reference Tables list page, click Batch Import And Export and select Batch Export Lookup Tables.

2. In the Batch Export Lookup Tables dialog box, set the export scope.

   Export Scope: Select the lookup tables to export. You can export all lookup tables or only selected ones.

   Note

   • You can export up to 1,000 lookup tables at a time.

   • Each lookup table is exported as a separate .xlsx file. Multiple tables exported simultaneously will be compressed into a .zip file.

3. Click OK to export the lookup tables. You can view export details and download files in Batch operation records.

Batch operation records of lookup tables

View detailed import and export operation records for each lookup table.

1. From the Reference Tables list page, click Batch Import And Export and choose Batch Operation Records.

2. In the Batch Operation Records Of Lookup Tables panel, view the import and export records.

   • Batch Import: View details of lookup table import records, including ordinal number, creator, import scenario, table name, status, creation time, and completion time. Click the View icon in the operation column for more details.

   • Batch Export: View details of lookup table export records, including ordinal number, creator, scope, status, creation time, and completion time. Click the Download icon in the operation column to save the export files locally.

     Note

     • Exported lookup table files are retained for 7 days and cannot be downloaded after this period.

     • Only records with a successful export status can be downloaded.

What to do next

After importing the lookup tables, you can manage them in the lookup table list. For more information, see the lookup table list.