Reference Data allows admins to provide data to their users in the field that reduces errors and saves time by automatically populating multiple fields after a single selection.

Reference Data

Imagine simply selecting a customer name from a list and having that customer's phone number, street address, email, and other details automatically appear. 

Here is what Reference Data looks like in action: 

Reference Data files can be uploaded using a variety of methods, including a .csv file, our Google Sheets integration, or even integrating with other database software like Procore. 

Some of our favorite uses of Reference Data include: 

• Select from a list of parts and autofill price, manufacturer, warehouse location, and item number;
• Enter the property name and autofill floors, rooms, and items to be inspected; 
• Scan a barcode and use Reference Data to populate all of the info about that item or product. 

Reference Data is available in the Advanced and Basic Form Builders. To get started using this feature, you will need to properly format your spreadsheet first.