Reference Data in the Builder

Reference Data pre-populates fields quickly and accurately, saving time and reducing manual tasks for users in the field.

Reference Data

Located in the left panel of the Builder of relevant fields, you can add reference data by importing comma separated value (also called CSV) files or using the Google Sheets integration. Fields will have a stacked circles icon to indicate that it has reference data attached.

Additionally, all field types that support reference data are available to test in the interactive preview. 

The image below shows how to map a Parent Field to the reference data file and a how to map one field to automatically populate based on the parent field. Visit the Help Center article, "Map Reference Data to your Fields in the Builder" for step-by-step instructions.