The Salary Assessor allows users to import up to 3,000 areas to the Geographic List or Advanced Reports. When importing to the Geographic List, there is the option to include salary data.
To import these areas, first save your area list. Create a list of user-defined averages, postal codes, cities, states, or countries using a program like Microsoft Excel and save it as a .CSV (comma delimited) file. ERI provides users with a .CSV file template to simplify the upload process.
If you attempt to upload another file format, then this message is displayed: "We currently only support '.csv' file format for upload."
To Create a .CSV File
1.Click the 
button in the Geographic List or Advanced Reports to download and save a .CSV file template.
2.Open the .CSV file template using a spreadsheet program like Microsoft Excel.
3.Fill out the template. Required columns are designated with an asterisk (*). One of these three column options is acceptable:
•City, State (and Nation if the list includes cities outside the U.S./Canada) OR
•ZIP Code (or Postal Code for locations outside the U.S.) OR
•CityState (used for U.S./Canada locations where the City and State are separated by a comma but are in a single Excel column).
4.Once the table is complete, save the file in a .CSV (comma delimited) format.
5.Close the .CSV file.
Note: States can be listed in full or using abbreviations (e.g. Washington or WA) in the State column. Canadian provinces must be listed under State. See Assessor Series FAQ #40 for suggestions on how to format ZIP codes correctly in Excel for export to an Assessor Series application. Any data that is not formatted correctly in the .CSV file will not be displayed in the Geographic List or Advanced Reports.
To Import a .CSV File
1.Click the 
button in the Geographic List or Advanced Reports.
2.In the Upload Areas dialog, enter a name to be used to save this list.
3.Select Create new list OR Append to currently selected list.
4.Click Browse to select a file in the .CSV format and then click Open. Then click Upload.
5.In the Upload list from file dialog, the rows that have been successfully imported are displayed. If the .CSV file contains any errors, then a message will display the number of errors encountered during the import and will list the data needing review.
6.To export the results to Excel, click 
.
7.In the Choose Export Preferences dialog, select one of more of these options to export:
•Errors
•Warnings
•Successes
8.Click OK in the Choose Export Preferences dialog.
9.Click OK in the Upload list from file dialog to return to the Geographic List or Advanced Reports.
Note: When the user loads or imports an area list that includes ZIP codes, then the Geographic List or Advanced Reports table will display a Postal Code column.
See My Organizations to share your area lists (or make them private) and manage permission status.
To Create a User-Defined Average
See Create User-Defined Average
To Import a User-Defined Average
See Import a User-Defined Average
To Create an Area List
See My Organizations
To View a List of All ERI Areas
To Share an Organization Profile
See My Organizations
To Export
See Export to PDF
See Export to Excel