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→Importing a New Custom Lookup
# You will now access step 1 one of the '''Custom Lookup Options Import''' wizard. Upload a CSV containing your custom data. The first row of the CSV must include column headers. A sample of ''UniversityCourseLookup.csv'' is included in the appendix at the end of this article.
# Give your custom lookup a descriptive name under '''Lookup Name''' that will help you remember what it is for. For our example, we will call our lookup "UniversityCourseLookup".
# Select one of the columns for the '''Lookup Key'''. The lookup key is a non-unique identifier that is associated with ''one or more'' records rows in the table. In our example, our lookup key is the "University ID" because this number corresponds to the different universities in our dataset.# The '''Primary Key''' is optional. A primary key is a unique identifier that corresponds to a ''single'' record row in our table. For our example, the primary key is "Course ID" because each row in the table has a uniquely different Course ID that distinguishes it from every other row. Click '''Next''' to continue.
# Check over the sample of the uploaded data to ensure it has been processed as intended. Toggle which columns you want to include in the final import. Click '''Next''' to proceed.
# The last step will let you review the final changes. Click '''Next''' to complete the import process.
===Updating an Existing Custom Lookup===