Lookups

Get additional data from any database by adding a Lookup in database block. You can lookup data from PostgreSQL, mySQL, MsSQL and a .CSV file. Follow the steps below:

How to add a Lookup block:

1. Click on Add Action.
2. A modal will appear. Search for "Lookup" in the search bar on top to see database options.
3. Select the database type you want to add (CSV, PostgreSQL, mySQL, MariaDB, msSQL)
4. A configuration block will be added to your workflow.
5. Follow the next steps to setup the Lookup.

How to setup a database:
If you have not added a database of that type to your Nanonets account, follow the steps below.

1. Complete the setup steps based on the type of database you have selected.
2. Name the database added (optional)
3. Click on Add Database.
4. Continue to setup the Lookup.

Set up the Lookup block:
If you have connected a database to your Nanonets account, follow the steps below.

1. Select the database to use for the lookup.
2. Select the Table in the database that contains the Column you want to lookup.
3. Select the Column that contains the list of values you want to see on the Nanonets interface. You can pick one or more columns here.
4. The selected columns will be shown on your Nanonets interface (as shown under New field settings). You can rename the fields or toggle them on or off.
5. Continue to Matching conditions.

Set up matching conditions (at least one is required)
Once you have selected which data you want to pick up from your database, you will need to specify some criteria based on which Nanonets will pick up the correct value. E.g: seller_name on the invoice should match the Vendor name in your Vendor CSV. Follow the steps below to set up matching conditions:

1. From the Nanonets field dropdown select the field that should match in your database.
2. In the same row, select the database column that corresponds to the Nanonets field you just selected.
3. The default matching type is Exact._(1)
4. You can add another condition if required._(2)
5. Click on Done when all of the steps above are complete.

*(1) Matching types:

• Exact match: You can add multiple matching conditions with an exact match
• Fuzzy match (close match): You can only add one matching condition to do a fuzzy match

*(2) Multiple matching conditions:

• You can add multiple matching conditions if required. The file will be passed only if all matching conditions were met.

Test Lookup in database:

1. Go to the Extract data screen of your model.
2. Upload a new file > open the expanded view.
3. If a match was found, the value will be shown on the right hand side.
4. If the match was not found and you set up an Approval rule > an error flag will be shown.