Listware for Excel:SmartMover: Difference between revisions
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[[File:LWE_SmartMover_Button.png|link=]] | [[File:LWE_SmartMover_Button.png|link=]] | ||
SmartMover can be accessed by clicking the 'SmartMover NCOA' button in the 'Check & | SmartMover can be accessed by clicking the 'SmartMover NCOA' button in the 'Check, Verify & Move' 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: | |||
SmartMover | ;[[Listware for Excel:SmartMover:Processing Range|Processing Range]] | ||
:Select the range of cells in your worksheet that you would like to process, then click the 'Select Data to Process' button. | |||
;[[Listware for Excel:SmartMover:NCOA Options|NCOA Options]] | ;[[Listware for Excel:SmartMover:NCOA Options|NCOA Options]] | ||
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;[[Listware for Excel:SmartMover:Input Columns|Input Columns]] | ;[[Listware for Excel:SmartMover:Input Columns|Input Columns]] | ||
Specify the input fields you want to process by selecting them in the drop-down menus. | :Specify the input fields you want to process by selecting them in the drop-down menus. | ||
;[[Listware for Excel:SmartMover:Output Columns|Output Columns]] | ;[[Listware for Excel:SmartMover:Output Columns|Output Columns]] | ||
Specify what data you want to output by checking the box next to the desired fields. | :Specify what data you want to output by checking the box next to the desired fields. | ||
;[[Listware for Excel:SmartMover:Reporting|Reporting]] | ;[[Listware for Excel:SmartMover:Reporting|Reporting]] | ||
Listware now gives you the option of creating an additional sheet of processing statistics for a completed process. | :Listware now gives you the option of creating an additional sheet of processing statistics for a completed process. | ||
;[[Listware for Excel:SmartMover:Review Settings|Review Settings]] | ;[[Listware for Excel:SmartMover:Review Settings|Review Settings]] | ||
Review the settings you have selected and fix any errors. When you are ready, click 'Process!' to process your file. | :Review the settings you have selected and fix any errors. When you are ready, click 'Process!' to process your file. | ||
;[[Listware for Excel:SmartMover:Processing|Processing]] | ;[[Listware for Excel:SmartMover:Processing|Processing]] | ||
Processing will display the | :Processing will display the progress of your data cleansing. Once it is complete you can generate NCOA Reports and CASS Reports from this step. | ||
[[Category:Listware for Excel]] | [[Category:Listware for Excel]] | ||
Latest revision as of 23:52, 31 May 2018
← Listware for Excel Reference
| SmartMover NCOA Navigation | ||||||||
|---|---|---|---|---|---|---|---|---|
| ← US & Canada | ||||||||
| Overview | ||||||||
| Tutorial | ||||||||
| PAF | ||||||||
| ||||||||
| Result Codes |
SmartMover can be accessed by clicking the 'SmartMover NCOA' button in the 'Check, Verify & Move' 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.