Listware for Excel:SmartMover Tutorial: Difference between revisions

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[[Listware for Excel:Reference|← Listware for Excel Reference]]
{{LWESmartMoverNav}}
 
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! style="text-align:left; color:black; border-bottom:1px solid #aaaaaa;"|'''SmartMover NCOA Navigation'''
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|style="border-bottom:1px solid #aaaaaa;"|[[Listware for Excel:Check and Verify|← Check and Verify]]
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|[[Listware for Excel:SmartMover|Overview]]
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|[[Listware for Excel:SmartMover Tutorial|Tutorial]]
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! style="color:black;"|Steps
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|[[Listware for Excel:SmartMover:Processing Range|Processing Range]]
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|[[Listware for Excel:SmartMover:NCOA Options|NCOA Options]]
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|[[Listware for Excel:SmartMover:Input Columns|Input Columns]]
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|[[Listware for Excel:SmartMover:Output Columns|Output Columns]]
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|[[Listware for Excel:SmartMover:Reporting|Reporting]]
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|[[Listware for Excel:SmartMover:Review Settings|Review Settings]]
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|[[Listware for Excel:SmartMover:Processing|Processing]]
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! style="color:black;"|Result Codes
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|[[Returned Result Codes:Software#Listware for Excel|Returned Result Codes]]
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[[File:LWE_SmartMover_Button.png|link=]]
[[File:LWE_SmartMover_Button.png|link=]]


After you install Listware and set your Customer License String, you are ready to use Listware. Follow along with the steps below to perform a sample move update on a data set with SmartMover NCOA.
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 move update on a data set with SmartMover NCOA.




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Select the Listware Ribbon followed by the SmartMover NCOA button.
Select the Listware Ribbon followed by the SmartMover NCOA button.


[[File:LWE_SmartMover_Tutorial_Select.png|link=]]
<!--[[File:LWE_SmartMover_Tutorial_Select.png|link=]]-->
[[File:LWE_US_Tutorial_Select.png|link=]]


The SmartMover NCOA panel will open.
The SmartMover NCOA panel will open.
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Once your data has been selected, click 'next' to move on to the NCOA Options step.
Once your data has been selected, click 'next' to move on to the NCOA Options step.
==PAF==
You must have a PAF on file with Melissa Data to use SmartMover NCOA.
[[File:LWE_SmartMover_PAFAlert.png|link=]]
If you see the "No PAFs on file (click for more information)" warning, you do not have a PAF on file. Please click the "click for more information" link and follow the prompts to set up your PAF. For more information, see [[Listware for Excel:SmartMover:PAF|PAF]].




==Choose NCOA Options==
==Choose NCOA Options==
Choose which NCOA options you require.
Choose which NCOA options you require.
For more information on Melissa Data Credits, please see [https://www.melissa.com/pricing/listware Credit Costs].


[[File:LWE_SmartMover_Tutorial_NCOA.png|link=]]
[[File:LWE_SmartMover_Tutorial_NCOA.png|link=]]
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Once your output data has been chosen, click 'next' to continue to the Review Settings step.
Once your output data has been chosen, click 'next' to continue to the Review Settings step.
==Reporting==
You can choose what reports you want to be generated here.
[[File:LWE_SmartMover_Tutorial_Reporting.png|link=]]




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==Processing Complete==
==Processing Complete==
Once processing is complete you can 'Review' errors, 'Restart', or 'Close' the process.
Once processing is complete you can generate 'NCOA Reports', 'CASS Reports', 'Restart', or 'Close' the process.


[[File:LWE_SmartMover_Tutorial_ProcessingComplete.png|link=]]
[[File:LWE_SmartMover_Tutorial_ProcessingComplete.png|link=]]


*Review will allow you to fine-tune your data. See step 9 for more information.
*Restart will run the process again.
*Restart will run the process again.
*Close will close the side bar.
*Close will close the side bar.
==Review==
If you choose to 'Review' any Errors you will be directed to a Navigation side bar that allows you to modify any data that has returned errors.
When reviewing you can edit the input data of the current record being reviewed.
[[File:LWE_SmartMover_Tutorial_Review.png|link=]]
For example: With a record where the Organization and Address were in the wrong input columns, you can paste them into the correct field and hit re-scan.
The record will then be reprocessed according to the cleansing operation. If the result returns a better result code you can then select save to write those properties to the actual sheet





Latest revision as of 23:48, 26 December 2019

← Listware for Excel Reference

SmartMover NCOA Navigation
← US & Canada
Overview
Tutorial
PAF
Steps
Processing Range
NCOA Options
Input Columns
Output Columns
Reporting
Review Settings
Processing
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 move update on a data set with SmartMover NCOA.


Open a Spreadsheet

Open a spreadsheet containing your data in Excel.


Select SmartMover

Select the Listware Ribbon followed by the SmartMover NCOA button.

The SmartMover NCOA 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.

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


PAF

You must have a PAF on file with Melissa Data to use SmartMover NCOA.

If you see the "No PAFs on file (click for more information)" warning, you do not have a PAF on file. Please click the "click for more information" link and follow the prompts to set up your PAF. For more information, see PAF.


Choose NCOA Options

Choose which NCOA options you require.

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


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 Full Name, Address 1, City, State, and ZIP4, you should map these columns by selecting the column in the drop-down boxes next to its corresponding column.

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.

You can quickly select all or none of the fields using the right-click menu.

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


Reporting

You can choose what reports you want to be generated here.


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.

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 generate 'NCOA Reports', 'CASS Reports', 'Restart', or 'Close' the process.

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


Save

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