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NOTE: In order to import our XML output file correctly you must have installed a
version of Microsoft Excel 2003 Professional or newer. These instructions assume
that a default installation was used including the XML data plugin. Click here for
a Microsoft support article about XML in Excel 2003.
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| Formatting the File |
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| 1. Download our template batch spreadsheet by clicking here. (You must have Microsoft Excel) |
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2. Fill in the spread sheet with a list of under 1,000 addresses. To make the batch
work correctly, the spreadsheet must be formatted exactly as shown. You can only
have these fields, in this order. Standardizing the formatting is the way we can
ensure that the schedules can be run without human intervention. If you format the
spreadsheet correctly, the batches should run automatically, and you will receive the
results in a very short period of time. The fields we need are as follows:
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RecordID
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A unique number. By adding this, this allows you to merge the results back with
the rest of your data fields. This column name is case sensitive. Be sure your column
name is "RecordID." |
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Street |
Street portion of the address(i.e. 53 Main St. #4) |
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City |
City |
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State |
State |
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Zip |
The 5 digit Zip Code. |
The template was designed to essentially format the data for you. Once you are comfortable with our formatting, you will not need to use the template.
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3. The file must be a tab delimited text file. Saving the table as a tab delimited
text file is an option in Excel. This explains how to save a file as tab delimited
text in Excel.
While in excel click "File" then choose "Save as." At the bottom of the save prompt look for "Save as type." Select from the drop down box: "Text (Tab delimited) (*.txt)." Name your file and save it to a location on your computer. After pressing the "Save" button see the notes below: You will be prompted after pressing the save button. You must read below: |
- NOTE: If prompted with "The selected file type does not suppot workbooks that contain multiple sheets" Press "OK."
- NOTE: If prompted with "filename.txt may contain features that are not compatible with Text (Tab delimitted). Do you want to keep this format?" Press the "Yes" button.
- Your file should now be saved.
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4. Follow these steps to send us the file. This will requiring logging in
with your RiskMeter Online Batch account. Click here to login and and send us the file created above. You may follow the instructions
below.
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Submitting the Batch Order |
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| Click here to login with your RiskMeter Online Batch account. |
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1. In step 1, you must format the input file correctly as described at the top of
this document. This
is the "Batch Preparation" step.
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2. In step 2, fill out our batch submission form. This is where we collect company information
and allow you to check off the reports to run. Please contact us to add reports to your account.
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3. We can provide you with a "Batch Calculator." This step is optional and can be
activated by selecting "Click here to estimate the cost." This is where you will see
the tests you have checked off in the previous step and the associated prices.
Use this calculator to enter the number of addresses that results will be expected
for. Reveiw this estimate and continue to the next step.
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4.
In step 3, the formatted input file needs to be submitted to us. Use the browse
button to locate the tab delimitted text file. Verify the file path in the text
box.
NEW -Output Format
Now you can receive your results in one of two formats. Select the file
format for your output file. This will email you the results as an Excel 2003 (or
higher) format (XLS file) or the raw data format in XML.
Option 1: XML File Extension (Raw Data Format)
Option 2: XLS File Extension (Excel 2003 or Newer)
After verifying your input file and output format click "Submit Batch." |
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5.
In step4, you are to print and save your Batch Reference Number. If there
is a problem with your batch please refer to this number when contacting us. |
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| Viewing the Results |
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| 1. After you submit your batch you should receive an email containing an attachment. The attachment will contain an XML file of your results. Save this attachment to your computer. |
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| 2. After you saving the attachment or XML file you may browse to that file on your computer. |
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| 3. Right click the saved file and select "Open with..." |
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| 4. Select "Microsoft Excel." NOTE: If Microsoft Excel is not listed then click "Choose Program..." and select it from the list. |
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| 5. When prompted with "Please select how you would like to open this file:" choose "As an XML list." See below: |
- You may be prompted by MS Excel again with "The specified XML source does not refer to a schema. Excel will create a schema based on the XML source data." Please choose "Ok."
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| 7. You should see a spreadsheet of results. You may click the small arrow in the first block of a column to sort. |
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Submit Batch Request |
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| Problems or Questions? Click here to contact us. |
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