Listware for Excel:SmartMover Tutorial

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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.

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.

Choose NCOA Options

Choose which NCOA options you require.

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.

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 'Review' errors, 'Restart', or 'Close' the process.

• Review will allow you to fine-tune your data. See step 9 for more information.
• Restart will run the process again.
• 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

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

Save

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