Using an Entity Lookup

Published: Mar 14, 2023

Using an Entity Lookup

Published: Mar 14, 2023
  1. On the Integration tab click on Additional Columns tab.
  2. Click on the Add Additional Column button.

  1. The Additional Column window will open.
  2. Name – Enter a name for the column.
  3. Tab off the Name field to enable the Type field.
  4. Type – Select Entity Lookup from the Type dropdown list.

  1. Entity – Select the entity that the reference is for.
  2. If No Data – Select the required option if no data is found.
  • Continue – SmartConnect will continue with the integration even if no data is found.
  • Return failure for current integration line – SmartConnect will return a failure for that current line that didn’t find a value.
  • Stop processing integrations – SmartConnect will stop processing if no data has been returned from the lookup.
  1. Add Attribute – Click this button to add the matching details for the lookup.
  2. Click Save to save the column settings.

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