WinRater Rating Integration

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Ic info black 24dp.png Required Software Version: September 2015
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The Winrater comparative rating integration is based on standard .AL3 download files. Since the Winrater export is a generic .AL3 export, official support from Winrater is not included and the export provided "as-is".

Winrater cannot currently import files exported from Newton.

Export a File from WinRater -> Newton

  1. Complete a quote in WinRater.
  2. Select Summary in the bottom right-hand corner.
  3. Select Export.
  4. Winrater-export.png
  5. Select Export Type -> Standard AL3.
  6. Select Default Export Type if not selected.
  7. Enter or browse to the Newton download folder. (Typically S:\EMPIRE\DOWNLOAD)
    Winrater-export-exportoptions.png
  8. Select Ok.
  9. WinRater creates a file in the selected download folder.
  10. Switch to the Newton window from any machine in the office.
  11. Select Company -> Download.
  12. Select Add Files.
  13. Highlight the WinRater exported file and select Open.
  14. Select to either use an existing client, or create a new client.
  15. Update the Company Code for the quote if necessary. Select Ok.
  16. The file has now been processed.