Listware for Excel:SmartMover: Difference between revisions

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Revision as of 21:38, 23 September 2014

← Listware for Excel Reference

SmartMover NCOA Navigation
← Check and Verify
Overview
Tutorial
PAF
Steps
Processing Range
NCOA Options
Input Columns
Output Columns
Reporting
Review Settings
Processing
Result Codes
Returned Result Codes
Result Codes


SmartMover can be accessed by clicking the 'SmartMover NCOA' button in the 'Check & Verify' section.


SmartMover uses National Change of Address (NCOA) data to update addresses with associated move information in the US and Canada. Each step can be navigated to by clicking the 'Next' or 'Previous' buttons. The steps are as follows:

Processing Range
Select the range of cells in your worksheet that you would like to process, then click the 'Select Data to Process' button.
NCOA Options
Select the Change of Address service you would like to perform, then click the 'Select Data to Process' button.
Input Columns
Specify the input fields you want to process by selecting them in the drop-down menus.
Output Columns
Specify what data you want to output by checking the box next to the desired fields.
Reporting
Listware now gives you the option of creating an additional sheet of processing statistics for a completed process.
Review Settings
Review the settings you have selected and fix any errors. When you are ready, click 'Process!' to process your file.
Processing
Processing will display the progress of your data cleansing. Once it is complete you can generate NCOA Reports and CASS Reports from this step.