Microsoft Excel Address Verification Add-in

The Excel Smarty Address Verification Add-in validates US addresses and returns relevant metadata. With a rooftop geocoding subscription, users have the option to return rooftop precision geocodes.

Getting started

Install the plugin here

Note: You must have an existing Smarty US Address Verification or US Rooftop Geocoding license. If you do not have a license, sign up here for a 42-day free trial.

After installation from the store, navigate within Excel to the “Smarty” portion of the top ribbon.

Go through a quick authentication process

1. Click the “Enter Credentials” button on top of the Smarty tool sidebar.

   

2. A new window will pop up that allows you to enter your Auth ID and Auth Token. These values are found within your Smarty account under the ‘API Keys’ tab

   Auth ID and Auth Token are stored securely within the sheet’s memory. This allows the sheet to be worked on and shared collaboratively.

3. Click submit

Using the add-in

1. Organize your data into columns, using one of the combinations shown below. (The more data provided, the better.) The top row MUST consist of column titles, spelled exactly as you see here.

   
   
   For US Addresses:
   street | city | state | zipcode
street | city | state
street | zipcode
address (entire address in a single column)
   
   

   If you have secondary information (apartment/suite/etc.) in a separate column, label that column secondary. Such a column can be added to any of the first three combinations shown above. For example:
   street | secondary | city | state | zipcode

   street	city	state	zipcode
   11310 Old Seward Highway	Anchorage	AK	99515
   3211 Edwards Lake Pkwy	Birmingham	AL
   11219 N Rodney Parham Road			72212
   4507 North US Highway 89	Flagstaff	AZ	86004

   Still not quite sure? Take a peek at this sample spreadsheet.

   For ZIP Codes:
   city | state | zipcode
city | state
zipcode

   city	state
   Anchorage	AK
   Birmingham	AL
   Montgomery	AL
   Little Rock	AR
   Flagstaff	AZ
   Bakersfield	CA

Within the Smarty tool sidebar:

2. Choose between an "enhanced or strict" match type

   Learn more about strict vs enhanced here

3. Select your level of geocode precision. zip9 (and below) are included with Address Verification. To get Rooftop precision select your purchased rooftop license. If you're not sure, this can be found in your Smarty account dashboard under Subscriptions.

   This is not required, but is recommended if you have subscriptions to multiple licenses

4. Choose to keep the results on the same page you’re currently working in, adjacent to the highlighted cells, or place the results formatted in a new sheet

5. On the sheet itself, highlight the addresses you would like to verify

6. Select the result you would like to receive:

   

   Validate Only

   Returns:

   • Status message ex. "Address matched"

   • Validated addresses

   • DPV footnotes

   Validate + Geocode

   Returns the same info as ‘Validate Selected Addresses’, plus:

   • Geocodes

   • Geocode precision level

   Validate + All Metadata

   Returns all the data available from the US Street Address API, including the validated address and metadata.

Important notes

• Any existing data in cells where the new address data is placed will be overwritten

• Each address run through the Smarty tool uses a lookup from the user’s subscription

• When a user runs one of the Smarty tools, the header data will be populated automatically if space is available

  *Leave the top row of cells empty so the headers can populate correctly

4 more ways to validate in bulk

1. Web Interface Tool

2. Google Sheets Add-On

3. QGIS mapping software

4. Command Line Interface (CLI)