--- title: Simple Guide to Record Lookups description: This article applies to Team and Legacy editions.  Record lookups are similar to data packages in that they make targeted Centercode data available to external systems securely. More specifically, rec --- [Skip to content](https://help.centercode.com/en/guide-to-simple-record-lookup#main-content) [![New\_Centercode\_Logo.png\]](https://help.centercode.com/hs-fs/hubfs/New_Centercode_Logo.png?height=35&name=New_Centercode_Logo.png)](https://centercode.com/) - [Help Center Home](https://help.centercode.com/) - [Starter & Delta Edition Help](https://learn.centercode.com/) Open main navigation Close main navigation - [Help Center Home](https://help.centercode.com/) - [Starter & Delta Edition Help](https://learn.centercode.com/) - [Report an Issue](https://centercode.com/issue) [Report an Issue](https://centercode.com/issue) How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.centercode.com/en?hsLang=en) 2. [Dashboards & Reporting](https://help.centercode.com/en/dashboards-reporting?hsLang=en) 3. [Guides](https://help.centercode.com/en/dashboards-reporting?hsLang=en#guides) # Simple Guide to Record Lookups This article applies to**Team** and **Legacy** editions.  Record lookups are similar to [data packages](https://help.centercode.com/en/centercode-guide-to-simple-data-packages?hsLang=en) in that they make targeted Centercode data available to external systems securely. More specifically, record lookups allow authorized third-party systems to query Centercode for a specific record (user, feedback ticket, or project) and return the data included in the lookup. Once configured, you can test the results directly within the reporting interface. **Note**: While Centercode’s integration features are intended to be approachable by a Customer Validation Professional, you might need to enlist help from an internal technical resource and refer to our [vocabulary and troubleshooting documentation](https://help.centercode.com/en/guide-to-integration-terms-and-status-codes?hsLang=en). #### Common use cases for record lookups - Appending your existing Centercode user or feedback data into your CRM to enrich your records - Implement an “access check” within your beta product to verify that a user is authorized #### Prerequisite criteria - Enhanced integrations enabled - Community-level API key ([click here](https://help.centercode.com/en/api-key-management-overview?hsLang=en)) - Community or project manager access ![](https://help.centercode.com/hubfs/Knowledge%20Base%20Resources/Knowledge%20Base%20Import/downloads_intercomcdn_comio703917849f97112577e66cb132d4012cJeNoT5qGAu-dM1tmCXZgDqEeFy9vWmlze3kgSZOiZNRHMsZnAkF0YKcc3LYeyoxTl1da8EYpv-bIzFnWTruoH.png) #### Creating your record lookup within Centercode Record lookups are located within reporting and are available in the **Style** section after your data is selected. You’re essentially providing a report for a third-party system to query. ![](https://help.centercode.com/hubfs/Knowledge%20Base%20Resources/Knowledge%20Base%20Import/7fd4129cff3ae6ecf55395c37aa14e61.jpg) #### From community or project reporting: 1. Click Create a report element 2. Using the **Choose a data source** drop-down, select from Feedback, User, or Project Elements 3. **Select your data**, adding any relevant fields by double-clicking them or click the **Add X** button to add multiple data points at the same time 4. From the **Pick a style** section, click **Record** l**ookup** 5. *(optional)* Set a custom **Key** to identify this report 6. *(optional)* Add **Notes**, and/or **Usage** **instructions** 7. Select a **Return** f**ormat** (JSON or CSV) 8. Select the appropriate community **API** k**ey** 9. Copy / save the **API endpoint** URL to be used by your external system 10. Check **Save this to a report** to add the element to either an existing or new report You’ve just created your record lookup! #### Notes - Record lookups are incompatible with filters. Adding a filter removes the record lookup style option - The Notes and usage instructions field allows you to provide guidance to other admins who may need to use this record lookup. - API reports like data packages and record lookups are only available for use after they’ve been saved. They’ll appear in a special “API Reports” section in your reports interface. - Record lookups pull the most recent data any time the endpoint is accessed. - [Centercode Basics](https://help.centercode.com/en/centercode-basics?hsLang=en#main-content) - [Overviews](https://help.centercode.com/en/centercode-basics?hsLang=en#overviews) - [Guides](https://help.centercode.com/en/centercode-basics?hsLang=en#guides) - [FAQs](https://help.centercode.com/en/centercode-basics?hsLang=en#faqs) - [Community Administration](https://help.centercode.com/en/community-administration?hsLang=en#main-content) - [Community Administration](https://help.centercode.com/en/community-administration?hsLang=en#community-administration) - [Overviews](https://help.centercode.com/en/community-administration?hsLang=en#overviews) - [Guides](https://help.centercode.com/en/community-administration?hsLang=en#guides) - [FAQs](https://help.centercode.com/en/community-administration?hsLang=en#faqs) - [Project Administration](https://help.centercode.com/en/project-administration?hsLang=en#main-content) - [Overviews](https://help.centercode.com/en/project-administration?hsLang=en#overviews) - [Guides](https://help.centercode.com/en/project-administration?hsLang=en#guides) - [FAQs](https://help.centercode.com/en/project-administration?hsLang=en#faqs) - [Features & Test Planning](https://help.centercode.com/en/features-test-planning?hsLang=en#main-content) - [Overviews](https://help.centercode.com/en/features-test-planning?hsLang=en#overviews) - [Guides](https://help.centercode.com/en/features-test-planning?hsLang=en#guides) - [FAQs](https://help.centercode.com/en/features-test-planning?hsLang=en#faqs) - [Resources & Surveys](https://help.centercode.com/en/resources-surveys?hsLang=en#main-content) - [Overviews](https://help.centercode.com/en/resources-surveys?hsLang=en#overviews) - [Guides](https://help.centercode.com/en/resources-surveys?hsLang=en#guides) - [FAQs](https://help.centercode.com/en/resources-surveys?hsLang=en#faqs) - [Recruiting](https://help.centercode.com/en/recruiting?hsLang=en#main-content) - [Overviews](https://help.centercode.com/en/recruiting?hsLang=en#overviews) - [Guides](https://help.centercode.com/en/recruiting?hsLang=en#guides) - [FAQs](https://help.centercode.com/en/recruiting?hsLang=en#faqs) - [Feedback](https://help.centercode.com/en/feedback?hsLang=en#main-content) - [Overviews](https://help.centercode.com/en/feedback?hsLang=en#overviews) - [Guides](https://help.centercode.com/en/feedback?hsLang=en#guides) - [FAQs](https://help.centercode.com/en/feedback?hsLang=en#faqs) - [Dashboards & Reporting](https://help.centercode.com/en/dashboards-reporting?hsLang=en#main-content) - [Overviews](https://help.centercode.com/en/dashboards-reporting?hsLang=en#overviews) - [Guides](https://help.centercode.com/en/dashboards-reporting?hsLang=en#guides) - [FAQs](https://help.centercode.com/en/dashboards-reporting?hsLang=en#faqs) - [Integrations](https://help.centercode.com/en/integrations?hsLang=en#main-content) - [Overviews](https://help.centercode.com/en/integrations?hsLang=en#overviews) - [Guides](https://help.centercode.com/en/integrations?hsLang=en#guides) - [FAQs](https://help.centercode.com/en/integrations?hsLang=en#faqs) - [What's New?](https://whatsnew.centercode.com/) - [System Status](https://status.centercode.com/) - [Starter & Delta Edition Help Center](https://learn.centercode.com/) - [Report an Issue](https://centercode.com/issue) [![Centercode logo](https://help.centercode.com/hubfs/images/logos/Centercode-Logo.svg "Centercode logo")](https://centercode.com) Copyright © 2027, Centercode