Switch from Google Sheets or Microsoft Excel to Route4Me

Formatting Google Sheets and Microsoft Excel Files

Route4Me’s optimization engine is capable of processing hundreds of thousands of addresses in a fast and smooth manner, automatically correcting, geocoding, and filtering your data for planning routes and performing numerous routing operations. Data can be imported into the system in the form of spreadsheets. For a spreadsheet to be successfully processed, it should contain a header row and data rows. The header defines the type of information you are importing, while the corresponding data rows contain the actual information you input into the system. The only mandatory column is the Address column which should include the street name and number, city, state, and zip code.

Planning Routes with Google Sheets and Microsoft Excel Files

To plan new routes using Google Sheets or Microsoft Excel files, first, go to Plan New Route from the navigation menu.

Next, select Upload a File from the corresponding window.

After that, specify the preferred route parameters and then click on the corresponding button to proceed.

Then, either drag and drop the file/spreadsheet into the corresponding window or click Browse File to Upload and then upload the file from your device. Currently, Route4Me supports CSV, XLS, and XLSX upload file formats. To upload Google Sheets files, you can use one of the supported cloud-based storage services. Alternatively, you can download a Google Sheets file to your computer device and re-upload it into Route4Me.

Once you uploaded the spreadsheet, Route4Me processes the imported data and displays it in the corresponding window. For the system to process the data automatically, select the Auto (attempt detection) option, respectively.

Alternatively, you can manually match column titles to the data contained in the corresponding columns.

Next, click Continue to Review.

In the Verify Addresses on Map window, you can view all imported and processed addresses on the map, as well as check their geocoding statuses. Green colored dots indicate that the corresponding addresses were successfully geocoded with High Confidence. Addresses that have yellow colored dots next to them should be reviewed and fixed accordingly.

Geocoding is the process of giving/assigning latitude and longitude values/coordinates to street addresses for accurate location detection and precise GPS tracking.

To edit a particular address, first, click on it and then select Edit respectively.

After that, make the required modifications in the corresponding field and then click OK to apply the changes.

After reviewing the imported addresses, click Finish Import to plan the route.

Once the route is planned, it is optimized and then opened in the Route Editor where you can modify it, as well as added to the Routes List with all your routes.

Importing Addresses and Contacts into Your Route4Me Address Book

Route4Me provides centralized and versatile tools for managing all your contacts and addresses in one place. Route4Me’s Address Book enables you to store hundreds of thousands of addresses and contacts, apply various customizations and search filters, generate and use territories, add various prospect details, view your addresses on the interactive map, and use many other features.

To import a Google Sheets or Microsoft Excel file with addresses or contacts, first, go to Address Book List from the navigation menu.

The import spreadsheet should contain a header row and data rows. The header defines the type of information you are importing, while the corresponding data rows contain the actual information you input into the system. The only mandatory column is the Address column which should include the street name and number, city, state and zip code of the corresponding address.

Once you prepared the spreadsheet, in your Address Book, click File and then select Upload Addresses from the list.

Then, either drag and drop the file/spreadsheet into the corresponding window or click Browse File to Upload and then upload the file from your device.

Once you uploaded the spreadsheet, Route4Me processes the imported data and displays it in the corresponding window. For the system to process the data automatically, select the Auto (attempt detection) option respectively.

In the Verify Addresses on Map window, you can view all imported and processed addresses on the map, as well as check their geocoding statuses. Green colored dots indicate that the corresponding addresses were successfully geocoded with High Confidence. Addresses in the yellow Review tab should be reviewed and fixed accordingly.

Once you imported all your Google Sheets or Microsoft Excel files with addresses and contacts into the system, you can use the corresponding addresses and contacts for planning and optimizing routes, scheduling recurring events, generating orders, as well as many other routing activities.