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ELM Work Instructions

ELM is the tool used to upload a mass list of new accounts or to mass update existing accounts.

Log into the IC Web (CM!

"electELM

"elect Mapping #ormat "earch

$escriptionEnter %Click "earch

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&ou will recei'e two results

C")C mapping for used to create customers

C")M) mapping format used to update customers

"elect the link for the format *ou need for *our list+

)his will take *ou to the Mapping #ormat $etails

Click Export Icon

)he excel document will be createdClick on "preadsheet and *ou will see the following format

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,ighlight column - through the end of the fields populated Cop*

o )o #ield #/ight click0aste "pecial)ranspose1k

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$elete Column E through 2&our file should look like the screenshot below

&ou will use this mapping format to populate the fields *ou want to mass load. 3se the Customer Maintain

Mapping $escriptions document for C")M) and Customer Create Mapping $escriptions document forC")C.

Enter new 'alues starting in row 4 (using the code 'alues pro'ided in the Customer Mapping $escriptionsdocuments!. If *ou are using the Customer Maintain Mapping format *ou will need to enter the Customer

5umber(s! in the first column (1rgani6ation I$!. 1nl* add the 'alues in the column(s! for the fields *ou will beupdating. 1nce *ou ha'e entered all of the 'alues *ou will be loading highlight rows /78 and delete them onl*lea'ing the new 'alues *ou added to the spreadsheet.

1nce *ou complete *our list of 'alues *ou will be loading in the correct columns based off of the mapping

format *ou will need to delete the header and sa'e as cs' file.

ELM"elect External List Create

Complete the following fields under eneral $ata9

I$ : 3se standard file name 2";0ro

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"elect the following under 0rocess "teps

ead #ile> Map $ata> Check 0ostal Correctness and Maintain ?usiness 0artners

#ile"elect Client #ilebrowse to locate file location> upload file.

$elimiter : Comma"cheduling "tart : Immediatel* (unless it is a list that has to be run at night!

)hen select "tart at the top of the screen.

,it efresh> see 0rocess "teps for an* errors.

If *our file fails *ou will need to rename the I$ under eneral $ata b* adding '/ or '- ('ersion of the original!

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Click blue h*perlink to see error details. 0lease note if header left on file> an error will occur for line /.

Click "how List ecords to pull accounts created. esults will onl* show 8 records at a time. In order to

change the results to next 8 accounts change @$ispla* ecords from 0ositionA to next record *ouBd like to 'iew.

(example if the last record 'iewed is 4> enter > to 'iew the next 8 records!

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Export to excel b* selecting the export icon.

&ou will ha'e access to pull a complete list of customer details from ?I

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Instructions for scrubbing list for upload:

eneral )ips

#iles must be sa'ed as .C"D file before uploading

5o commas allowed in spreadsheet

Mapping Codes must be in all caps (Bs> Comp )*pes> I$ Codes> #unctions!

Watch out for 6ip codes and mapping codes that start with a 6ero. &ou must alwa*s insert FG

(apostrophe> 6ero! in the beginning of that field to make sure it is read properl* when uploading.

Changing from all caps to )itle Case

Cop* selection and paste into blank Word document

"elect all> go to #ormat> Change Case> )itle Case

"elect all again in Word and paste into original Excel document

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)o separate first and last names

Cop* selection and paste into blank Word document

emo'e all middle initials and remo'e middle names or combine them with the first name for con'ersion

"elect all rows> go to )able> Con'ert> )able to )ext> "elect 1ther under @"eparate )ext 2tA section and replacethe with a space.

"elect all rows> go to )able> Con'ert> )ext to )able

"elect all rows and paste into original Excel document.

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)o e7#ormat 2ccount 5umbers

Export information for all accounts9 cop* into one document. Cop* row that contains account numbers andpaste into a blank Word document.

"elect row in Word> go to )able> Con'ert> )able to )ext> "elect )abs under @"eparate )ext 2tA section

"elect row> go to )able> Con'ert> )ext to )able> Change number of columns to /

"elect all rows and paste into original Excel document.

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