What is a Lookup Table?

Definition

A Lookup Table in Simplify is a configurable reference table that maps an input value (from a source data file) to a corresponding output value (written to the destination file).

Lookup tables can be applied within Validation Rules or directly in a Map. Entries can be managed manually, imported via CSV, or maintained through an API call.

Account Level & Inheritance

• Reseller-level tables — available to all Customers and Partners under that Reseller.
• Customer-level tables — available to all Partners under that Customer.
• Partner-level tables — private to that specific partner configuration.

By default, a Customer account only sees tables it created. To view inherited tables from the Reseller or Host, enable Display Settings → View all lookup tables (see section below).

Table Structure

Each lookup table entry consists of four columns:

• Name — the input (lookup) value used as a key.
• Value — the output value returned when the name is matched.
• Description — an optional context note.
• Default Value — when checked, this entry is the fallback returned if no matching name is found.

Where to Find It

Navigate to: Advance Config → Lookup Tables in the left navigation menu.

Lookup Tables — list view (Name, Case Sensitive columns)

Click + Add LookupTable to create a new table:

Add Lookup Table dialog — enter Name

Add Lookup Table dialog — Case Sensitive option

Add Lookup Table — Save button

After saving, click the table name to open its entries page:

Manage Lookup Values — entry list (Name, Value, Description, Default Value)

How to Import Lookup Values

You can bulk-import entries using a CSV file. Click Import on the entries page:

Manage Lookup Values — empty table, Import button highlighted

Import Lookup Values — select a CSV file

The Append option controls how the import behaves:

Import dialog — Append tooltip: checked = add to existing list; unchecked = overwrite entire list

Import dialog — click Import to confirm

After a successful import, the entries appear in the table:

Manage Lookup Values — populated list after import

How to Set a Default Value

Check the Default Value box on any entry to make it the fallback when no match is found:

Lookup Values — Default Value checkbox (U1 row checked)

How to Edit or Delete an Entry

Click ··· on any row to open the actions menu:

Lookup Values — actions menu (Edit / Delete)

Select Edit to modify the Name, Value, or Description:

Edit Lookup Value dialog — Name, Value, Description fields

How to Download Lookup Values

Click Download to export the current table entries as a CSV file:

Manage Lookup Values — Download button highlighted

Save As dialog — save exported CSV to local machine

How to Add a Single Entry

Click + Add lookup value to manually add one entry at a time:

Manage Lookup Values — + Add lookup value button

Add Lookup Value dialog — enter Name and Value (required fields)

Add Lookup Value dialog — click Save

The new entry appears at the top of the list:

Manage Lookup Values — newly added entry (S3 / TEST) at top of list

Viewing Inherited Tables (Display Settings)

When logged in as a Customer, the Lookup Tables page initially shows only tables created by that Customer:

Lookup Tables — Customer account view (No Results — own tables only)

To also view tables created by the Reseller or Host, open Display Settings from the top-right user menu:

User menu — Display Settings option

Enable the "View all lookup tables" toggle:

Display Settings — View all lookup tables toggle (ON)

The list now shows all inherited tables. The ⓘ icon on each row shows which account level created it:

Lookup Tables — all inherited tables visible; tooltip shows "Created by Le Vy - Reseller"

How to Use Lookup Tables

Lookup Tables can be used in two ways inside Simplify:

• In a Map — use the built-in function getXrefValue(lkTableName, valueToCheck) to look up a value from the table and return the corresponding output.
• In a Validation Rule — use the LookupTable rule type to check whether an incoming value exists in a specified table.

Related Articles

For more details, refer to the following articles in the Knowledge Center: