Importing Data from LexisNexis

How to Download Data from the LexisNexis Company Dossier

1. Open your web browser and go to http://w3.nexis.com/new
2. Enter your Id and Password and select 'Sign-In'.
3. Select the 'Company' tab at the top.
4. On right-side navigation bar, choose "Dossier - Create a Company List"
5. Choose 'Industry' to create a list using SIC or NAIC look-up. You may enter industry terms in the SIC or NAIC window to narrow your options.
6. OPTIONAL: Enter search terms into Terms field to better narrow the companies you seek and select 'Business Description.' Remember, these are likely terms the company has used to describe itself. If, for example, you seek a manufacturer of steel punch products, you may not wish to use the terms section. Very large companies that have several divisions may not list the individual products in their business description.
7. Select 'Create'
8. You will see a Preview of you results, offering a chance to edit your search if the companies you see don’t appear to be what you wanted.
• To move past Preview, select 'Next: Customize List'
• To view, download or print the complete offering per company, you must choose CHECK ALL and then select 'Update Company List.' If you do not, the material to be imported to PCRecruiter will not map to the fields of your database accurately and will result in an incomplete and jumbled result.
• Companies may be viewed or downloaded in groups of 1000. You must choose 'Purchase' for each set of 1000. You will not be charged for this content, as it is included in your flat rate. You do not have to recreate your search for each 1000.
• Once finished viewing, downloading or printing the first set of 1000, select the scroll right button in the middle of the screen next to the results number set. This will prompt another 'Purchase' option. Choose it until you complete the list.
9. Select 'Download Company List'. Large files, may take a moment to download.
10. Right click the 'Download Table' link.
11. Click' Save Target As'.
12. Select 'Desktop' in the 'Save In' dropdown.
13. Name the file 'results.xls'
14. Click the 'Save' button.
15. You can now close the 'Save As' window and minimize LexisNexis in the event that your file did not download properly.  Now, your data file is downloaded to your desktop.
16. Open the 'results.xls' file in Excel and use the 'Save As' item in the File menu to save it as a .CSV (Comma Separated Values) file.

How to Import a LexisNexis Data File into PCRecruiter

The data file you selected and downloaded is residing on your computer. You will import the data to work with in PCRecruiter using the Rollup Utilities feature.

NOTE: We HIGHLY recommend that you import your data into a BLANK database first, and then use the 'Utilities' button in the Rollup List screen to copy the verified data into your working database. The Import utilities in PCRecruiter DO NOT check for duplicate records, whereas copying from one database to another via the Rollup > Copy feature will. If you need to have a new database created for your PCRecruiter account, contact your administrator or Main Sequence Technologies for assistance.

1. Log into PCRecruiter.
2. Click "Rollups" on the main menu.
3. Click the 'Add New Rollup List' hyperlink.
4. In the Rollup Names window:
   1. Enter a Name that will make the list easy to identify
   2. Provide a description of the list in the Memo text box.
   3. Select the user and owner name.
   4. Insert a check in the Shared box if the list should be available to others.
   5. Click "Save"
5. In the first dropdown, select the Rollup name you just created.
6. In the second dropdown, select Companies.
7. Click "Go" to display the empty rollup list.
8. To add new data to this Rollup from a file, click the "Utilities" button. A new browser window is displayed listing the Rollup Utilities options.
9. Click 'Import Data' in the Rollup Utilities window.
10. Click 'Lexis-Nexis Import Utility'
11. Click the Browse button.
12. In the 'Look In' field, select 'Desktop' and then click on the 'results.csv' file you created from LexisNexis.
13. Once the file is selected, click the 'Open' button.
14. Click the 'Begin Import' button.
15. Wait while data is loading. Once the data import is complete, you’re ready to work!

This document is provided for information only. The information contained in this document is the position of Main Sequence Technologies as of the date of publication. This information is not a promise or guarantee nor is the accuracy of any information generated after this item is published guaranteed.

This document is provided AS IS without warranty of any kind, express or implied, including but not limited to merchant ability, fitness for a particular purpose, and freedom from infringement.