Difference between revisions of "WinRater Rating Integration"
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| Line 64: | Line 64: | ||
#Select '''Default Export Type''' if not selected. | #Select '''Default Export Type''' if not selected. | ||
#Enter or browse to the Newton download folder. (Typically S:\EMPIRE\DOWNLOAD) | #Enter or browse to the Newton download folder. (Typically S:\EMPIRE\DOWNLOAD) | ||
| − | #[[File:Winrater-export-exportoptions.png]] | + | #:[[File:Winrater-export-exportoptions.png]] |
#Select '''Ok'''. | #Select '''Ok'''. | ||
#WinRater creates a file in the selected download folder. | #WinRater creates a file in the selected download folder. | ||
Revision as of 19:30, 5 July 2016
 Required Software Version: September 2015 |
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The Winrater comparative rating integration is based on standard .AL3 download files.
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.
