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:

  1. From the System menu, select Content Sources > Reference Tables.
  2. 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.

  1. 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:

  1. Ensure the data within the spreadsheet meets the requirements for a successful import.
  2. Remove any reference tables that you do not want to include in the upload from the spreadsheet and save the file.
  3. From the System menu, select Content Sources > Reference Tables.
  4. Click Upload in the top right corner of the page.
  5. Click Load File and select the spreadsheet file to load.
  6. 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.

  1. (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 Adding Reference Tables.

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 Importing and Exporting Configuration Components Best Practices before making changes in a production environment.