Establishing the shell of a Custom Lookup marks the initial stage in making it operational. When that’s completed, you must configure the data within the tables so that the application has a reference when searching for rate values.
There are two options for populating the data: manually through the user interface or in bulk using a standard upload connector.
For manual entry, each record is inputted through a single row, and every cell must contain a valid value; no blank cells are permitted within a single record.
Alternatively, when using standard connectors, a template is employed to standardize data entry. A record is entered via a single row, with segments separated by the chosen delimiter.