Listware for Excel:MatchUp Tutorial

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Overview
Tutorial
Steps
Processing Range
Options
Input Columns
Output Columns
Reporting
Review Settings
Processing
Processing Results
Result Codes



After you install Listware and set your License Key, you are ready to use Listware. Follow along with the steps below to perform a sample project with MatchUp for Listware.


Open a Spreadsheet

Open a spreadsheet containing your data in Excel.


Select MatchUp

Select the Listware Ribbon followed by the MatchUp button.

LWE MatchUp Tutorial Select.png

The MatchUp panel will open.


Select Data

Choose what data you want to use by click-dragging a box around it and clicking the 'Select Data to Process' button.

LWE MatchUp Tutorial SelectData.png

Once your data has been selected, click 'next' to move on to the Options step.


Choose Options

Choose if you will match records and which Matching Logic to use.

For more information on Melissa Data Credits, please see Credit Costs.

LWE MatchUp Tutorial Options.png

Click 'next' to continue on to the Input Columns step.


Input Columns

Specify the input columns you want to process.

For example, if your data has Company, Address, City, State, ZIP, and Phone, you should map these columns by selecting the column in the drop-down boxes next to its corresponding column.

LWE MatchUp Tutorial InputColumns.png

Once your input columns have been mapped, click 'next' to continue on to the Output Columns step.


Output Columns

Specify what data you want to output.

LWE MatchUp Tutorial OutputColumns.png

Once your output data has been chosen, click 'next' to continue to the Reporting step.


Reporting

Specify if you want a report created and the contents of that report.

When processing is completed, you have the option of having a new sheet created and inserted immediately following the processed sheet. This reporting sheet will contain statistics and settings summarizing the processing run.

LWE MatchUp Tutorial Reporting.png

Once you choose what reports you want, click 'next' to continue to the Review Settings step.


Finalize Settings

Review and finalize your settings.

If there are any warnings, they will be listed here. These will need to be resolved before you can process the data.


LWE MatchUp Tutorial Finalize.png


Click 'Process!' to begin processing your file. A progress bar will be displayed.

Note: It is strongly recommended that you refrain from editing your spreadsheet while Listware is processing.


Processing Complete

Once processing is complete you can view the Processing Results. Choose Commit these Changes to continue.


LWE MatchUp ProcessingResults.png


When you commit the changes, the Processing Complete window will open, letting you choose what you want to do with your data.


LWE MatchUp Tutorial ProcessingCompleteCopy.png


Once you decide, your output data will be posted.


LWE MatchUp PostingOutputData.png


Following this, you'll see your credit usage.


LWE MatchUp Tutorial ProcessingComplete.png


After this, you can 'Restart' or 'Close' the process.

  • Restart will run the process again.
  • Close will close the side bar.


Review

If you chose to create a report in Reporting, you will have a Listware Reporting sheet you can navigate to in your excel book.

LWE MatchUp Tutorial Review.png

Here you will see a detailed breakdown of your data and the cleansing process.


Save

When you are satisfied with your data, use the Excel menu to save your spreadsheet.

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