Preparing to Use the Mapping Tool

The Mapping Tool requires Excel 2013 or later, running on a Windows PC. Do not attempt to use the tool in Excel Online.

1. Download the Mapping Tool to a known location on your PC.
2. Open it in the full desktop version of Excel.
3. Navigate to the Home worksheet.

At this point, you’re ready to start using the Mapping Tool. Use the links below to view short How-to topics.

Video Tutorials

• Introduction
• Trial Balance
• Mapping multiple dealer accounts to one Solomon Coyle account
• A helpful alternative to the account pulldown list…
• Non-aligned Product
• Month-end Balances
• Staffing
• Importing into the Survey