Importing and Exporting Reference Tables
Accolade provides Administrators and Process Designers the ability to export reference tables configuration from one Accolade environment and import them into another Accolade environment. For example, your company may have separate test and production environments or company branches hosted in separate Accolade instances. Instead of having to recreate reference tables in each environment, download the information and import into a different environment.
The download exports the reference tables configuration into a spreadsheet file with the information grouped into the following tabs within the file:
To download reference table settings:
- From the System menu, select Content Sources > Reference Tables.
- Select the reference tables you want to download.
To narrow the list by reference table name or system name, add the criteria to filter by in the appropriate filter text box. These filters are case insensitive.
To narrow the list by category, select a category to display in the Category list. To download all reference tables, select All.
- Click Download in the top right corner of the page.
Accolade downloads the reference tables into a zip file which contains a workbook file with all of the reference table system details, as well as an individual file folder containing each reference table spreadsheet, and saves it to a temporary internet files directory. Save the file to a more accessible location.
Note: The individual reference table spreadsheets ONLY contain column information required for the table configuration. The reference table data files must be downloaded and moved to the new environment manually.
To import reference table settings into Accolade:
- Ensure the data within the spreadsheet meets the requirements for a successful import.
- Remove any reference tables that you do not want to include in the upload from the spreadsheet and save the file.
- From the System menu, select Content Sources > Reference Tables.
- Click Upload in the top right corner of the page.
- Click Load File and select the spreadsheet file to load.
- Click Upload File.
Accolade uploads the changes to the existing reference tables in the spreadsheet, and adds any new reference tables with unique system names.
- (Optional) Click Print to print the import results for your records.
Reference Table Settings Included in the Spreadsheet File
The columns in the downloaded spreadsheet include the system settings for each reference table in the order listed below. For a description of each reference table setting, see
Important! Using the import and export tools to update configuration can result in unintended changes if information is missing or creates an error during the import process. Sopheon recommends reviewing
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Reference Table
Column Name Accepted Values on Upload* Additional Notes Reference Table System Name
Alphanumeric characters, underscore**
Used for matching in the upload.
If a reference table exists, its settings are changed with the values in the uploaded file.
If a new, unique system name exists in the file when uploaded, a new reference table is created.
Reference Table Display Name
Any
If blank, the reference table does not upload.
Unique Values in First Column
Yes, Y, True, 1, X*
All other values are treated as No on upload.
Description
Any
Can be blank.
Category
Alphanumeric characters
If a new, unique category name exists in the file when uploaded, a new category is created.
If left blank, the reference table is placed in the Default category.
Owner
Valid user system ID
Use the format with which the user accessed Accolade, such as domain\username or username@domain.com.
If blank, the owner defaults to None.
Access Group
Valid access group system name
Include a separate row for each access group.
Available to Metrics
Yes, Y, True, 1, X*
All other values are treated as No on upload.
Available to Reporting
Yes, Y, True, 1, X*
All other values are treated as No on upload.
Available to Portfolio Optimizer
Yes, Y, True, 1, X*
All other values are treated as No on upload.
Maximum Number of Versions
Any number
If blank, defaults to unlimited.
Enable Automatic Loading
Yes, Y, True, 1, X*
All other values are treated as No on upload.
Automatic Load Schedule Hours
Valid hour in 24-hour time format
If Enable Automatic Loading is defined as Yes, a value can be entered or this field can be left blank. If blank, defaults to Load immediately.
If Enable Automatic Loading is defined as No, leave blank.
Automatic Load Schedule Minutes
Valid minutes in 24-hour time format
If Enable Automatic Loading is defined as Yes, a value can be entered or this field can be left blank. If blank, defaults to Load immediately.
If Enable Automatic Loading is defined as No, leave blank.
Delete
Yes, Y, True, 1, X*
All other values are treated as No on upload.
* For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.
** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).
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Column Definition
Column Name Accepted Values on Upload Additional Notes Reference Table System Name
Alphanumeric characters, underscore**
Used for matching in the upload.
If a reference table exists, its settings are changed with the values in the uploaded file.
Column System Name
Alphanumeric characters, underscore**
Used for matching in the upload.
If a column exists, its settings are changed with the values in the uploaded file.
If a new, unique system name exists in the file when uploaded, a new reference table is created.
Column Display Name
Any
Used for matching in the upload.
Number Format
Alphanumeric characters
Can be blank.
** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).
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Access Groups
Column Name Accepted Values on Upload Additional Notes Reference Table System Name
Alphanumeric characters, underscore**
Used for matching in the upload.
If a reference table exists, its settings are changed with the values in the uploaded file.
Access Group
Valid access group system name
Include a separate row for each access group.
** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).
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