Product documentation

Identifiers, Lookups, and Matching Rules

Most import failures are caused by lookup and matching issues, not system errors.

Most import failures are caused by lookup and matching issues, not system errors.

Identifiers

Administrate uses a combination of:

  • System IDs (internal identifiers).
  • Natural keys (such as email address or name combined with context).

Which identifier is valid depends on the object being imported and the action being performed.

Lookups

A lookup is a reference from one object to another.

Examples include:

  • Linking an Event to a Course Template.
  • Assigning an Instructor.
  • Associating a Location.

Lookup values must match existing records exactly.

Matching rules

  • Matching is typically case-sensitive.
  • Whitespace and formatting matter.
  • Values must already exist unless the import action explicitly creates them.

If a lookup value does not match an existing record, the import row will fail.

A lookup must also match exactly one record. If a value matches several records — for example a Course Template title shared by two templates — the row fails rather than picking one arbitrarily. Use a unique identifier such as a code or ID in that case.

Common causes of failure

  • Referenced records do not exist.
  • Names differ from system records.
  • Incorrect identifiers are used for the selected action.
  • Mixed identifier types are used in the same column.

Key principle

An import succeeds only when every lookup can be resolved unambiguously.

Understanding this principle prevents most import issues.