--- title: Simple Guide to Record Lookups description: Unlock Record Lookups with Centercode. Enrich CRM records, verify user authorization, and access secure data easily with this guide. --- [Skip to content](https://learn2.centercode.com/en/centercode-guide-to-simple-record-lookup#main-content) English Show submenu for translations [Report an Issue](https://learn2.centercode.com/en/kb-tickets/new?hsLang=en) [Customer portal](https://help.centercode.com/admin-portal?hsLang=en) ![New\_Centercode\_Logo.png\]](https://learn2.centercode.com/hs-fs/hubfs/New_Centercode_Logo.png?height=35&name=New_Centercode_Logo.png) - [Centercode Blog](https://www.centercode.com/blog) Open main navigation Close main navigation - [Centercode Blog](https://www.centercode.com/blog) - English Show submenu for translations - [Report an Issue](https://learn2.centercode.com/en/kb-tickets/new) - [Customer portal](https://help.centercode.com/admin-portal) - Starter & Delta Edition Help Starter & Delta Edition Help How can we help? - There are no suggestions because the search field is empty. 1. [Legacy Help Center](https://learn2.centercode.com/en?hsLang=en) 2. [Enhanced Integrations & APIs](https://learn2.centercode.com/en/enhanced-integrations-apis?hsLang=en) 3. [Centercode Guides to Simple API Integrations](https://learn2.centercode.com/en/enhanced-integrations-apis?hsLang=en#centercode-guides-to-simple-api-integrations) # 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 that 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/understanding-integration-terms-and-troubleshooting-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/creating-your-community-level-api-key?hsLang=en)) - Community or Project Manager access ![](https://learn2.centercode.com/hubfs/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://t.gyazo.com/teams/centercode/7fd4129cff3ae6ecf55395c37aa14e61.jpg) #### From Community or Project Reporting: 1. Click Create a Report Element 2. Select **Datasource** from Feedback, User, or Project Elements 3. Select your **Data**, adding any relevant fields via the **Add** **to** **view** button 4. Select the **Record** l**ookup** style 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. Save this report element to an existing or new report to make the Record Lookup available via integrations 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 fields allow you to provide guidance to those who need to use the [Data Packages](https://help.centercode.com/en/centercode-guide-to-simple-data-packages?hsLang=en) created. - API reports like [Data Packages](https://help.centercode.com/en/centercode-guide-to-simple-data-packages?hsLang=en) 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. - [Customer Training & Centercode Basics](https://learn2.centercode.com/en/customer-training-centercode-basics?hsLang=en#main-content) - [Customer Video Training](https://learn2.centercode.com/en/customer-training-centercode-basics?hsLang=en#customer-video-training) - [Centercode FAQs](https://learn2.centercode.com/en/customer-training-centercode-basics?hsLang=en#centercode-faqs) - [Centercode Basics](https://learn2.centercode.com/en/customer-training-centercode-basics?hsLang=en#centercode-basics) - [Community Administration](https://learn2.centercode.com/en/community-administration?hsLang=en#main-content) - [Initial Configuration](https://learn2.centercode.com/en/community-administration?hsLang=en#initial-configuration) - [Community Administration](https://learn2.centercode.com/en/community-administration?hsLang=en#community-administration) - [Project Setup & Administration](https://learn2.centercode.com/en/project-setup-administration?hsLang=en#main-content) - [Project Creation](https://learn2.centercode.com/en/project-setup-administration?hsLang=en#project-creation) - [Recruiting](https://learn2.centercode.com/en/project-setup-administration?hsLang=en#recruiting) - [Project Administration](https://learn2.centercode.com/en/project-setup-administration?hsLang=en#project-administration) - [Macros and Automation](https://learn2.centercode.com/en/project-setup-administration?hsLang=en#macros-and-automation) - [User Management](https://learn2.centercode.com/en/user-management?hsLang=en#main-content) - [Surveys](https://learn2.centercode.com/en/user-management?hsLang=en#surveys) - [Content & Resources](https://learn2.centercode.com/en/user-management?hsLang=en#content-resources) - [Tester & User Management](https://learn2.centercode.com/en/user-management?hsLang=en#tester-user-management) - [Feedback Management](https://learn2.centercode.com/en/feedback-management?hsLang=en#main-content) - [Feedback Collection](https://learn2.centercode.com/en/feedback-management?hsLang=en#feedback-collection) - [Feedback Triage & Moderation](https://learn2.centercode.com/en/feedback-management?hsLang=en#feedback-triage-moderation) - [Reporting](https://learn2.centercode.com/en/reporting?hsLang=en#main-content) - [Delta Dashboards](https://learn2.centercode.com/en/reporting?hsLang=en#delta-dashboards) - [Custom Reports](https://learn2.centercode.com/en/reporting?hsLang=en#custom-reports) - [Enhanced Integrations & APIs](https://learn2.centercode.com/en/enhanced-integrations-apis?hsLang=en#main-content) - [Integration Center Endpoints](https://learn2.centercode.com/en/enhanced-integrations-apis?hsLang=en#integration-center-endpoints) - [Single Sign-On Integrations](https://learn2.centercode.com/en/enhanced-integrations-apis?hsLang=en#single-sign-on-integrations) - [Centercode Guides to Simple API Integrations](https://learn2.centercode.com/en/enhanced-integrations-apis?hsLang=en#centercode-guides-to-simple-api-integrations) - [Centercode Guides to Endpoint Specific Systems](https://learn2.centercode.com/en/enhanced-integrations-apis?hsLang=en#centercode-guides-to-endpoint-specific-systems) - [Enhanced Integrations Troubleshooting](https://learn2.centercode.com/en/enhanced-integrations-apis?hsLang=en#enhanced-integrations-troubleshooting) - [Troubleshooting & Miscellaneous](https://learn2.centercode.com/en/troubleshooting-miscellaneous?hsLang=en) - [Announcements and Releases](https://learn2.centercode.com/en/announcements-and-releases?hsLang=en#main-content) - [C17 - The Delta Release](https://learn2.centercode.com/en/announcements-and-releases?hsLang=en#c17-the-delta-release) - [Centercode's GoEarly Program](https://learn2.centercode.com/en/announcements-and-releases?hsLang=en#centercodes-goearly-program) - [Update Archive](https://learn2.centercode.com/en/announcements-and-releases?hsLang=en#update-archive) - [Centercode Blog](https://www.centercode.com/blog) [![Chill listening crop-3](https://learn2.centercode.com/hs-fs/hubfs/Centercode_Logo_Icon_M.png?width=48&height=48&name=Centercode_Logo_Icon_M.png "Chill listening crop-3")](https://help.centercode.com?hsLang=en) Centercode Help Center Copyright © 2026, Centercode