Difference between revisions of "WinRater Rating Integration"
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| − | The Winrater comparative rating integration is based on standard .AL3 download files. | + | 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. | Winrater cannot currently import files exported from Newton. | ||
Revision as of 20:14, 25 July 2016
 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
- Complete a quote in WinRater.
- Select Summary in the bottom right-hand corner.
- Select Export.
- Select Export Type -> Standard AL3.
- Select Default Export Type if not selected.
- Enter or browse to the Newton download folder. (Typically S:\EMPIRE\DOWNLOAD)
- Select Ok.
- WinRater creates a file in the selected download folder.
- Switch to the Newton window from any machine in the office.
- Select Other -> Download.
- Select Add Files.
- Highlight the WinRater exported file and select Open.
- Select to either use an existing client, or create a new client.
- Update the Company Code for the quote if necessary. Select Ok.
- The file has now been processed.
