Listware for Excel:MatchUp 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 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.

The MatchUp panel will open.

Configure Settings

Select settings to configure which fields you want the MatchUp interface to prompt you for data entry.

Unselected fields will be skipped over.

You’re ready to start entering data. If you’ve configured MatchUp Settings to include other data types like Name or Company, there will be only a single edit box to enter your data.

When the focus is moved to the Address input, you will see two edit boxes, one for the Primary Address, and another for Suite information, should MatchUp determine that the entered address has multiple delivery points.

Start Typing

Start typing in the MatchUp Address 1 field.

When you start typing, as little as two characters may start to give you valid possibilities, as a dropdown list.

Select Data

Select the desired data.

When you’ve entered enough characters, to where the address you are looking for is present, select it. If your selection contains a Zip+4, <Enter>, <Tab> or Keyboard Mouse selection will insert the record into your sheet and consume a credit.

If MatchUp determines that there are available Suites, it will return a drop down list of validated options. If an unavailable option is typed in, it will be saved, but not verified with the plus4.

Credit Usage

When you have exhausted all your credits, MatchUp will no longer give suggested addresses, and will give you direct access to purchase more credits.