--- title: "Configuring the DataScope Select integration schedule to import Terms and Conditions reference data" slug: "configuring-the-datascope-select-integration-schedule-to-import-terms-and-conditions-reference-data" updated: 2026-05-15T10:54:51Z published: 2026-05-15T10:54:51Z canonical: "support.lusid.com/configuring-the-datascope-select-integration-schedule-to-import-terms-and-conditions-reference-data" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.lusid.com/llms.txt > Use this file to discover all available pages before exploring further. # Configuring the DataScope Select integration schedule to import Terms and Conditions reference data The DataScope Select integration runs a schedule daily in your LUSID domain to provide you with Terms and Conditions reference data for your instruments. Note that importing Terms and Conditions data is a prerequisite to enabling the daily import of EOD pricing data for an instrument. - On Day 1, you *must* configure the instruments you want to import data for and run the schedule. - Subsequently, you *can* reconfigure the instruments and schedule at any time to import different data points for different instruments or pause the schedule until you next want to import some data. > [!WARNING] > Prerequisites > > Ensure you have done all of the following: > > - [x] Subscribed to the LUSID [DataScope Select integration](/v1/docs/refinitiv-datascope-select) > - [x] Connected your DataScope Select account to [LUSID via the Configuration Store](/v1/docs/connecting-your-integration-accounts-to-your-lusid-domain#connecting-refinitiv-datascope-select-data-to-your-lusid-domain) > - [x] Updated **General Preferences** > **Date Format** to `yyyy/MM/dd` via the DataScope Select portal ## Step 1: Choosing the data points you want to import (optional) Note this is an optional step; by default, the Terms and Conditions schedule imports a number of mandatory and optional properties depending on the instrument type. The integration allows you to browse through hundreds of data points and choose the ones you want to import as properties for each asset type. You can do this in the [LUSID web app](https://www.lusid.com/app) via the **System Settings > Data Sources** dashboard. Simply select your **Data Vendor**, **Vendor product**, **Entity type** and the relevant **Instrument type**, and navigate to the **Optional Properties** tab: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/3cd5f10e-d239-41d5-a1fb-f1a3ba7a9c5b.png) Here you can view and remove the optional data points that are currently included in the Terms and Conditions schedule. You can click **Add properties** to select other data points to include the next time the schedule runs (and in any subsequent runs): ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/9a0884da-e686-4bde-b523-de25d1352ade.png) Note that deleting a property from this dashboard means the data point will no longer be imported for any selected instruments when the schedule next runs (and in any subsequent runs). You can opt back in to retrieving this data point at any time using **Add properties**. ## Step 2: Configuring the instruments you want to import data for To retrieve DataScope Select data for an instrument, you **must** configure the instrument with the property `Instrument/LUSIDConfig-Refinitiv-DataScopeSelect/RefreshTermsAndConditions` and set the value to `true`. This enables a reference data load to take place for the instrument the next time the Terms and Conditions daily schedule runs. You can add one or more properties to many instruments simultaneously using the LUSID web app. To do this: 1. Sign in to the [LUSID web app](https://www.lusid.com/app). 2. From the top left menu, select **Data Management > Instruments**: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/f7f570d6-c8d9-4641-b6ac-b5873cf4e332.png) 3. Use the checkboxes to select all the instruments you want to add properties to. Then click the **More** icon and select **Edit**. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/c0a4c7d6-9740-4c1e-ae3f-a427a90220b8.png) 4. Select the property with **Scope** `LUSIDConfig-Refinitiv-DataScopeSelect` and **Code** `RefreshTermsAndConditions`, then click **Done**: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/acfb62f1-8975-4577-99d6-a82e12bb4bd5.png) 5. Set the property value to `true` and then click **Run**. Note you can update the property value to `false` at any time to no longer retrieve data for a particular instrument. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/fa87a7c6-5734-4f80-a888-756d86211bf2.png) Alternatively, there are many other ways to add properties to your instruments if you prefer. [Read more on adding a property to an entity.](/v1/docs/how-do-i-add-a-property-to-an-entity) By default, the schedule will then import data for instruments with the property set to `true` every weekday at 21:00 UTC. You can navigate to **Jobs & Scheduling > Schedules** via the LUSID web app to view, run, change the time trigger for, or pause the schedule at any time: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/0da8c8cd-1f55-49a0-acf2-30c2cf4d240c.png) Once the schedule has run at least once, you can configure the EOD pricing schedule to import data. [See how to configure the DataScope Select integration schedule to import EOD pricing data.](/v1/docs/configuring-the-horizon-datascope-select-schedule-to-import-eod-pricing-data) ## Monitoring and troubleshooting You can check the status and configuration of the latest Terms and Conditions data import by navigating to **Jobs & Scheduling > Data Feed Monitoring** from the top left menu in the [LUSID web app](https://www.lusid.com/app): ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/c22ad356-3b9e-48cf-9e1d-a93bba6ea553.png) [Read more on monitoring and troubleshooting DataScope Select jobs here.](/v1/docs/monitoring-horizon-datascope-select-job-runs-and-troubleshooting-failures)