Prepurchase Question

[jryan]

Hello...my name is Ryan. I'm going to try to give you as much information as possible because I'm trying to determine which product if any would work for me. I'm not very good with programming and without software, I wouldn't have a chance. I'm hoping someone here can help me determine what I need to do.

I have an insurance agency and I need to be able to automate quotes for the leads I have and will have on an ongoing basis. I have the leads in an excel or csv format. Information such as first name, last name, coverage amount, city, state, zip code, type(home, condo, etc) are some of the info on the lead sheet. I need to be able to login to the quoting website and have the data from the excel sheet/csv placed in the website and carried through for a quote. Then once the quote is given, I need to extract the quote number and the coverages/premiums data and put that data either back into the excel sheet the data was received from or another doc. Either way, it doesn't matter. Just as long as I can match up the data later. I hope I'm making sense to you and would like to know if this product can help me. I would be willing to pay someone to create this automation for me so long as I can get support over time and maybe make adjustments in the future. I appreciate any help you can give.

Thanks,

Ryan

[forumsupport]

Hello,

Looking at your requirement, we would like to suggest trying our advanced automation software, Automation Anywhere 4.5, which provides you with an editor that allows you to create as well as edit your tasks with help of various powerful and useful commands provided in editor itself. Task Editor provides you with more than 180 commands to perform variety of actions.

Transferring data between two applications or importing data into any application is one of the popular usages of Automation Anywhere. For example, Transfer data from Excel to a webpage or from webpage to the Excel, or transfer data from Excel to a database, etc.

Our advanced automation product, Automation Anywhere 4.5 provides you with Excel integration feature. You can use 'Excel’ commands to transfer data into Excel, which works tightly with excel to perform routine functions like Go To cell, get cells, run excel macro etc. You can use ‘Excel-Open Spreadsheet’ command to open the excel spreadsheet in which want to entered the data, ‘Excel-Go to Cell’ command to go to the particular cell in the spreadsheet and use the ‘Excel-Get Cells’ feature to get the data from spreadsheet. Sessions allow you to work with multiple spreadsheets.

Automation Anywhere provides you with a powerful tool, Web Recorder. Web Recorder understands all web controls. If websites change and web controls move, Automation Anywhere will find the correct controls and the task will continue to work. You can use this tool to automate any web tasks like login to websites, search for items, submit forms, update records, automate ERP web front end, extract web data, testing an online application etc.

What you can do is:

1. Click on Web Recorder link or Tools->Web Recorder.

2. Enter the website and click on Start. It will open a new browser for Internet Explorer.

3. Perform the activities that you want to automate.

4. To copy data like quote number, coverages/premiums etc. use the Extract Data button from the toolbar.

6. Click on 'Stop Recording' (small window in lower right corner) to stop recording your activity.

7. Type your task name and click 'Save' to save the task. If you have purchased version, you can also specify a password to lock the task.

8. When you open the tasks created using Web Recorder in Task Editor (Tools->Task Editor), you will see all the Web Recorder commands related to the controls you worked with while recording for e.g. links, text boxes, drop down menus etc. You can enter other commands like Keystrokes, Mouse Clicks and any other command from the list of commands provided in the Task Editor.
9) A task created using Web Recorder is not restricted to only Web Recorder commands. You can edit your task and insert other actions to perform required action. For e.g. you can insert Excel command to get data from Excel into webpage also to paste data from webpage, you can use 'Loop' command to repeat same task for all the leads in excel.

You can refer to various online examples for data transfer from following link, http://www.tethyssolutions.com/autom...mples.htm#data

Also, please go through our online examples of web data extraction:
http://www.tethyssolutions.com/autom...dataextraction

You can download free version of Automation Anywhere 4.5 from our website:
http://www.tethyssolutions.com/automation-software.htm

To get started easily, you can view the demo on Automation Anywhere 4.5 usage, at http://www.tethyssolutions.com/automation-tutorials.htm

We also have a manual for Automation Anywhere 4.5. For that please refer the AAUserManual.pdf link given below:
http://www.tethyssolutions.com/Downl...UserManual.pdf

Hope that helps. If you could send us URL of website, lead sheet and exact steps to follow, we would be able to help you more with specific task.