Mapping Inputs and Outputs on an Excel Rating Worksheet

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After uploading your Excel rating spreadsheet, you will need to map inputs and outputs in order to generate quote information.


1. Click on 'Map Questions to the Rating Spreadsheet'


2. As long as your rating spreadsheet has tabs indicating Inputs and Outputs, you are able to link the cells from the spreadsheet to the product questions. Highlight the Input our output selection and then click on the cell to be linked to that data in the spreadsheet to the right. 


Tip: Make sure to 'Save Mapping' when you are finished, or your mappings will be lost.


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