Import Areas

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Import Areas

The Salary Assessor allows users to import up to 500 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.A header row is required to identify each column (included in the template). Any of the following column headers are acceptable (the program is not case-sensitive):

 

UDA, UDA Name, UDA Names

ZIP, Zip Code, Zipcode, Postal Code

City

State

Country, Nation

Salary, Actual Salary, Annual Salary (Geographic List only)

 

If the list contains both cities in North America and cities in Europe, then three columns are preferred for city, state, and country.  If a column for postal code is included, then this will override the data shown in the city, state, and country columns. 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.  

 

The following example displays a correct format for the .CSV file in the Geographic List :

 

 

Any data that is not formatted correctly in the .CSV file will not be displayed in the Geographic List or Advanced Reports.

 

4.Once the table is complete, give the file a unique name (different from the template file name) and save the file in a .CSV (comma delimited) format.

5.Close the .CSV file.  

 

To Import a .CSV File

1.Click the button in the Geographic List or Advanced Reports.

2.In the File Upload window, select the .CSV file to upload by clicking the Browse button and Open. Then click OK.

3.A message will display the number of rows that you have successfully imported.  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.

4.Click OK to return to the Geographic List or Advanced Reports.

 

The .CSV file shown above will be displayed as follows in the Geographic List.  Notice that the areas listed by ZIP Code will appear in a City, State format.

 

To Create a User-Defined Average

See Create User-Defined Average

 

To Import a User-Defined Average

See Import a User-Defined Average

 

To Export

See Export to PDF

See Export to Excel