Address Book – Add, Upload, Edit, Plan Routes, Insert Into Best Routes And Download Addresses

Your Route4Me Address Book is a centralized and synchronized database where you easily store and manage hundreds of thousands of addresses and customer locations. Moreover, you can synchronize your addresses across multiple users, accounts, and devices. Furthermore, you can easily plan and optimize last mile routes with custom address selections and optimization settings. In this guide, you can learn how to create new addresses, upload addresses using spreadsheets, plan routes with addresses, insert addresses into routes, export addresses, delete addresses, and more.

Route4Me Synchronized Address Book List: store addresses, plan routes with customer locations, insert addresses into routes, and more.

NOTE: Your Address Book database is shared with your Address Book Map. Accordingly, addresses in your Addresses Book and Address Book Map are the same. When you add new addresses or edit existing addresses in your Address Book, new addresses and address updates are automatically synchronized with your Address Book Map, and vice versa.

 

 

Address Book Overview and Settings

To open your Route4Me Address Book List, go to “Address Book List” from the main navigation menu. To switch between the tile view and list view in the Address Book, click on the preferred view mode icon in the top right corner of the screen. Accordingly, in the tile view, you can view entries in the Address Book as tiles or cards with the respective information.

Adjust Address Book List View mode to display addresses in the list view or tile view.

 

Additionally, you can adjust what data to display in your Address Book when it’s in the list view mode. To do so, right-click on the header and then select the preferred column names in the menu. Below, you can learn more about the available Address Book header columns.

Customize Address Book List settings to display addresses and customer locations data.

Column NameDescription
First NameFirst name of the customer or point of contact associated with the address.
Last NameLast name of the customer or point of contact associated with the address.
PhonePhone number of the customer or point of contact associated with the address.
E-MailEmail address of the customer or point of contact associated with the address.
GroupCustom Group ID associated with the address. Accordingly, you can create and assign custom Group IDs to specific address groups and then filter addresses with the same IDs for planning routes, export, etc.
Assigned ToThe name of the team member the address is assigned to. Accordingly, when you assign an address to a team member, this address becomes available on that member’s Route4Me account, and they can use the address for planning routes, edit the address, etc. Further, you can learn more about assigning addresses to users.
No. of RoutesThe number of times the address has been used for planning new routes and inserted into already planned routes. Further, you can learn more about planning new routes with Address Book addresses and inserting addresses into the best route.
No. of VisitsThe number of times the Address Was Marked as “Visited using Route4Me’s Mobile Route Planner Apps for Drivers.
Last Known VisitAutomatically generated timestamp of the last instance when the Address Was Marked as “Visited using Route4Me’s Mobile Route Planner Apps for Drivers.
Last Known RouteAutomatically generated timestamp of the last instance when the address was used for planning a new route or inserted into a planned route. Further, you can learn more about planning new routes with Address Book addresses and inserting addresses into the best routes.

 

Additionally, you can search and filter addresses in your Address Book by Address, Alias, Group ID, First and Last Name, Email, Phone, Customer PO, and even Custom Data. To do so, enter the preferred address attribute into the search field in the top left corner of the screen.

Further, you can use the “Address Visibility” toggle to display routed and not route addresses. In detail, “Routed Addresses” are the addresses that have already been used for planning routes or were inserted into planned routes at least once. Accordingly, “Unrouted Addresses” are the addresses that haven’t been used for planning new routes and haven’t been inserted into any planned routes.

Adjust Address Book List address visibility settings to display routed and unrouted addresses for planning last mile routes.

 

Add Addresses – Create Addresses and Contacts in Address Book

To add a new address in your Address Book, go to “File” at the top of the screen and select “Add Address” from the menu.

Add a new address in the Route4Me Address Book List for last mile route planning and optimization.

 

Next, you can enter a full or partial address into the respective address field. After that, Route4Me will automatically verify and autocomplete the address and suggest one or multiple geocoded and validated address choices. Accordingly, you can then select the preferred valid address option. Additionally, in the “Location” tab, you can add the following details:

In the address Location tab, you can add the address, location alias, select an icon for the Address Book Map, etc.

Address AttributeDescription
Tag This Address as DepotYou can tag addresses as depot and then filter addresses by depot on the Routes Map.
AliasCustom address alias or name that can be used for searching for the address in the Address Book List or Map. Additionally, the Address Alias is copied to the Route Stop Alias when the address is used for planning new routes or inserted into planned routes.
ColorSelect the preferred color for displaying the icon of the address on the Address Book Map, Route Editor, and Routes Map.
IconSelect the preferred icon for displaying the address on the Address Book Map.

 

In the “Location Details” tab, you can add such custom contact details as First Name, Last Name, Email, Phone Number, and Customer Purchase Order (PO) Number. Additionally, you can add a custom Group ID and then filter addresses by the same Group ID for route planning, address export, and other purposes.

In the address Location Details tab, you can add the address contact details, such as first and last name, phone number, email address, etc.

 

Furthermore, you can add additional details to the address that don’t fit into the available fields using the Custom Data. Moreover, you can Use Custom Data to Enable Advanced Configurations. To do so, click on the “Edit Custom Data” button and then create new Custom Data entries. Additionally, learn more about Route4Me’s Custom Data Add-On.

Add Custom Data to the addresses, where you can add additional address, customer, order, and any other details that don't fit into the available fields.

 

In the “Business Details” tab, you can add such order details as Pieces, Weight, Cube, Revenue, and Reference Number. Equally important, these details will be used as Max Pieces per Route, Max Weight per Route, Max Cube per Route, Max Revenue per Route Business Rules or Route Optimization Constraints when you use this address for planning routes.

Next, you can add custom Priority for prioritizing the visit of this address on a planned route. Additionally, you can select the preferred Address Stop Type for the address. Accordingly, when the address is used for planning routes or inserted into planned routes, it will have the respective selected stop type.

In the address Business Details tab, you can add address order details that can also be used as route optimization constraints for vehicle capacity.

 

In the “Time Windows” tab, you can specify the preferred Time Windows for the address. In detail, a Time Window is a time interval within which the address can be visited. Accordingly, you can add 2 Time Windows for the same address that can start on different days. Additionally, you can learn more about Route4Me’s Time Windows Route Optimization Constraint. Moreover, you can Add Custom Service Time for the address and select a Time Zone within which the address should be visited.

In the address Time Windows tab, you can add custom Time Windows for the time interval within which the address can be visited, and that work as a route optimization constraint.

 

In the “Schedule” tab, you can add one or multiple schedules to the address for recurring visitations. Accordingly, you can use Route4Me’s Routing Calendar to check when the address is scheduled to be visited based on its recurring schedules. Additionally, you can schedule the address and then use Route4Me’s Hybrid Route Planner to plan routes with addresses scheduled for the same date.

In the address Schedule tab, you can add a custom recurring schedule for visiting the address.

 

Accordingly, when you use the address from the Address Book List for planning new routes or insert the address into planned routes, it will be added as a new route stop with the exact same details. Specifically, the respective route stop will inherit the same address, customer information, order details, Custom Data, Time Windows, and all other details associated with the address. Equally important, the address will remain without any changes in your Address Book and can be re-used for planning more routes. Further, you can learn more about planning routes with Address Book addresses.

When the address is used for planning a route, the route stop inherits all details, such as location, order, customer, Custom Data, and other information.

 

Route4Me Mobile Driver and Route Planner Apps Address Book Synchronization

Furthermore, Route4Me’s Synced Address Book allows you to seamlessly synchronize your addresses between Route4Me’s Web Platform and Route4Me’s Mobile Route Planning Apps. Specifically, when you create new addresses or edit existing addresses using Route4Me’s fastest Route Optimizer, you can automatically synchronize new addresses and address updates across all connected accounts and devices in real-time, including Route4Me’s Mobile Apps.

Additionally, you can learn more about Route4Me’s User Types and Account-Level Permissions. Also, you can learn more about using Route4Me’s iOS iPhone Route Planner App Address Book and Android Route Planner App Address Book.

Route4Me Address Book real-time synchronization across the Web Platform and Mobile Driver apps.

 

Upload Addresses into Address Book Using CSV and XLSX Spreadsheets

For your convenience, you can easily upload hundreds of thousands of addresses into your Address Book using spreadsheets. To do so, go to “File” at the top of the screen and then select “Upload Addresses” from the menu. Next, upload your spreadsheet with addresses and additional details in the CSV, XLS, or XLSX file format.

Upload a spreadsheet with addresses, order and customer data into Route4Me's Synchronized Address Book List.

 

To include addresses, order information, customer details, and other data in your spreadsheet, add the corresponding column names to the spreadsheet’s header. For example, to add a column for addresses, add the “Address” column name to the header and then populate the following rows in this column with addresses. Below, you can find the list of available column names that can be added to your spreadsheets for uploading addresses and address data.

After uploading your spreadsheet, Route4Me will automatically map column titles from the spreadsheet to the valid address attributes in the system. Additionally, you can learn more about Route4Me’s Requirements for Formatting and Uploading Spreadsheets. Equally important, to be able to use specific column names, you need to have the respective Add-Ons or Modules Enabled on Your Account.

Upload and verify the spreadsheet data with route addresses and order information.

Address AttributeAttribute DescriptionValid Column Names (Headers)
ADDRESS DETAILS
AliasСustom alias or name of the address. You can assign aliases to addresses for faster and easier search or other operating requirements.alias, customeralias, customer, name, nickname, address_alias
AddressAddress of the Address Book entry (customer address, business location, visit address, etc.). The Address column is the only mandatory spreadsheet column for optimizing routes, creating Address Book addresses, etc. Accordingly, other columns can contain the data you want to assign to imported addresses.address, address 1, address_1, address1, addr1, destination_name, customer_address, street address, street_address, street address 1, street_address_1, street address 1 (shipping), street address 1(shipping)
CityThe City part of the address. You can add full addresses or split them into multiple columns: City, State, ZIP Code, and Country.city, city_name, address_city, cityname, town, city (shipping)
StateThe State part of the address. You can add full addresses or split them into multiple columns: City, State, ZIP Code, and Country.state, state_name, address_state
ZIP CodeThe ZIP Code part of the address. You can add full addresses or split them into multiple columns: City, State, ZIP Code, and Country.zip, zipcode, addresszip, addresszipcode, address_zip, postal code, postal, postal_code, postcode, postal code (shipping)
CountryThe Country part of the address. You can add full addresses or split them into multiple columns: City, State, ZIP Code, and Country.country, country_name, countryname, nation
LatitudeRooftop latitude coordinates (decimal form) of the location. Instead of adding the address of a location, you can add its latitude and longitude coordinates.dst_lat, lat, latitude, address_latitude, cached_lat, destination latitude
LongitudeRooftop longitude coordinates (decimal form) of the location. Instead of adding the address of a location, you can add its latitude and longitude coordinates.dst_lng, lng, long, longitude, address_longitude, cached_lng, destination longitude
Curbside LatitudeCurbside latitude coordinates (decimal form) of the location. Instead of adding the address of a location, you can add its curbside latitude and longitude coordinates for curbside routing.curb_lat, curb_latitude, curbside_latitude, curbside_lat, destination’s curbside latitude
Curbside LongitudeCurbside longitude coordinates (decimal form) of the location. Instead of adding the address of a location, you can add its curbside latitude and longitude coordinates for curbside routing.curb_lng, curb_longitude, curbside_longitude, curbside_lng, destination’s curbside longitude
ColorColor code of the address. You can color code addresses in your Address Book for Advanced Search Groups filters, indicating particular sales stages, client statuses, location types, visitation priorities, and more. To do so, add preferred colors in the Color column as hexadecimal values (hex values, such as #FF0000 (red), #00FF00 (green), #FFA500 (orange), etc.).color, address_color
IconCustom icon of the address. You can assign different icons (emojis) to your addresses for your specific business and operating needs. To assign icons to addresses, add icons (emojis) as HTML entities in the Icon column next to addresses in your spreadsheet.address_icon, icon
LOCATION DETAILS
First NameFirst name of the contact or customer associated with the address.first_name, firstname, first name, first, customer_first_name
Last NameLast name of the contact or customer associated with the address.last_name, lastname, last name, last, customer_last_name
EmailEmail address of the contact or customer associated with the address.email, e-mail, email_address, emailaddress, customer_email, order_email, address_email
Phone NumberPhone number of the contact or customer associated with the address.phone, phonenumber, telephone, phone_1, address_phone, phone 1, address_phone_number
Customer POPurchase order (PO) of the contact or customer associated with the address.customer po, customer_po, customerpo, customer_purchase_order, purchase_order, po_number, cust po
GroupAssign a custom Address Book Group ID to the address.group, address_group, destination_group
↓ BUSINESS DETAILS
WeightWeight route optimization constraint. Total weight expected to be delivered to or picked up at the route stop (address).weight, pounds, kilograms
PiecesPieces route optimization constraint. Total number of items or pieces expected to be delivered to or picked up at the route stop (address).pcs, pieces
CubeCube route optimization constraint. Total cubic volume expected to be delivered to or picked up at the route stop (address).dimensions, cube, cubic, volume
RevenueRevenue route optimization constraint. Total revenue expected to be generated from the route stop (address).revenue, income, earnings
PriorityVisitation priority of the route stop (address). The highest stop priority is 1 and the lowest stop priority is 999999. Accordingly, route stops (addresses) with higher priority are visited earlier on the route.priority, importance
Reference NumberCustom reference number of the order associated with the route stop (address).reference no, reference_no, ref_no, reference_number, ref_number, ref num
Stop TypeYou can add the following stop types (location types) to your Address Book and then use them for optimizing routes: PICKUP, DELIVERY, BREAK, SERVICE, MEETUP, and VISIT. NOTE: When adding stop types to your spreadsheets, make sure that they are added in upper case only.address stop type, address_type, address_stop_type, stop_type, delivery_type, location_type, type
↓ TIME WINDOWS
Time Window StartStart time of the time window (working hours) when the address can be visited and serviced (Day 1, + HH:MM:SS or military time. For example: “Day 1, 9:00 AM”). Learn more about Route4Me’s Time Windows Route Optimization Constraint.time_window_start, window_start, window_open, start_time, time_start, time window start, time window start 1, time_window_start_1, local_time_window_start, local_time_window_start_1
Time Window EndEnd time of the time window (working hours) when the address can be visited and serviced (Day 1, + HH:MM:SS or military time. For example: “Day 1, 5:00 PM”).time_window_end, time_window_close, window_end, window_close, end_time, time_end, time window end, time window end 1, time_window_end_1, local_time_window_end, local_time_window_end_1
Time Window Start 2Start time of the Second Time Window (working hours) when the address can be visited and serviced (Day 2, + HH:MM:SS or military time. For example: “Day 2, 9:00 AM”).time_window_start_2, window_start_2, window_open_2, start_time_2, time_start_2, time window start 2, time_window_start_2, local_time_window_start_2
Time Window End 2End time of the Second Time Window (working hours) when the address can be visited and serviced (Day 2, + HH:MM:SS or military time. For example: “Day 2, 5:00 PM”).time_window_end_2, time_window_close_2, window_end_2, window_close_2, end_time_2, time_end_2, time window end 2, time_window_start_2, local_time_window_end_2
TimezoneTime zone in which the address operates. When an address has Time Windows, you can add the time zone in which these time windows operate. Accordingly, when using addresses with different Time Windows in different Time Zones, Route4Me automatically accounts for the difference in time and sequences addresses in the most optimal visitation order.local_timezone_string, timezone, local_timezone
Service TimeService Time (integer minutes or HH:MM:SS) required to service the address.time, service_time, minutes, servicetime, service time
↓ SCHEDULE
ScheduleRecurring visitation schedule of the address. To add address schedules to your spreadsheet, use the respective JSON code snippets in the Schedule column.schedule

 

After uploading and verifying your spreadsheet with addresses, Route4Me’s best delivery routing software will automatically geocode and autocomplete your addresses and display them on the interactive map. A green indicator next to an address shows that the address was geocoded and autocompleted with high confidence. Accordingly, addresses with a yellow or red indicator require your review and confirmation.

Geocode and autocomplete uploaded spreadsheet addresses on the map.

 

Assign Addresses to Users and Change Address Owner

Each address in the Address Book has an owner, where the user who created the address is its owner. Accordingly, the address can be viewed and managed by its address owner and by the owner of the address owner. For your convenience, you can change the owner of the address and assign the address to other users. Equally important, the address owner can be changed only by the owner of this address and by the owner of the address owner. Additionally, you can learn more about Route4Me’s User Types Hierarchy and Permissions.

When you change the owner of the address, the address becomes available on the Route4Me account of the new owner. When you assign the address to a user, this user becomes the owner of this address for the specified timeframe. Additionally, you can filter addresses in the Address Book Map by the assigned user. To change the address owner or assign the address to another user, right-click on the address, and then select the preferred option. Alternatively, you can select multiple addresses by checking the boxes next to them, go to “File” at the top of the screen, and then select the preferred option.

Assign addresses to team members and users for last mile route planning.

 

When you assign the address to another user, you can specify the preferred expiration date. Accordingly, once the expiration date ends, the address will automatically return to its original owner or the owner of the user the address was assigned to.

Assign addresses to team members and users, select address permissions expiration date, and owner details.

 

Address Management – Edit Addresses in the Address Book

To edit the details of an address, right-click on the preferred address and then select “Edit” from the menu. Alternatively, click on the “Edit” button next to the preferred address in the “Actions” column.

Edit addresses in the Address Book List.

 

After that, you can make the preferred edits and then click on the “Save” button to apply the changes. When editing an address, you can change the same details as when you create a new address. You can learn more about editable details in the section about adding new addresses above in this guide.

Edit address details, location, order, and customer information in the Address Book List for last mile route planning.

 

Plan Routes with Addresses in the Address Book

With Route4Me’s Address Book, you can easily plan and optimize new dynamic routes with the same addresses instead of uploading or adding addresses every time. Furthermore, you use different address selections and specify custom optimization settings to account for business changes, driver availability, or any other specific requirements.

First, you can filter your addresses by Routed and Not Routed Addresses using the respective toggle in the top right corner of the screen. Next, select the addresses you want to use for planning routes by checking the boxes next to them. After that, go to “File” at the top of the screen and then select “Plan Route with Selected” from the menu.

Plan and optimize last mile routes with addresses and locations in the Address Book List.

 

Next, you can select a ready-to-use Optimization Profile with predefined route and optimization settings. To use an Optimization Profile, simply select the preferred profile and then click on the “Continue” button to proceed. Additionally, you can learn more about Creating and Using Route4Me’s Optimization Profiles.

Select Optimization Profile with predefined constraints and settings to plan last mile routes with Address Book List addresses.

 

Alternatively, you can skip selecting an Optimization Profile and manually customize your route and optimization settings. To do so, click on the “Skip” button and then specify the preferred route and optimization settings. You can schedule your route, plan one or multiple routes, assign a driver and vehicle, select where the route will start, and more.

In the “Optimization” tab and “Business Rules” section, you can specify custom Business Rules and Route Optimization Constraints. Specifically, you can specify such optimization constraints as Max Pieces per Route, Max Weight per Route, Max Cube per Route, and Max Revenue per Route. Accordingly, Route4Me will automatically account for the respective Pieces, Weight, Cube, and Revenue values of each selected address to optimize the most optimal route. Additionally, you can learn more about Customizing Your Route and Optimization Settings.

Customize route optimization settings to plan last mile routes with addresses and locations in the Address Book List.

 

Depending on the specified route optimization settings, the number of the selected addresses, details of each address, and other variables, Route4Me can plan a single or multiple routes. When you plan a single route, Route4Me automatically opens the route in the Route Editor. To check the details of an address used as a route stop in the Route Editor, simply open the preferred route and click on the respective stop. Next, you can open the preferred section of the stop’s manifest to check its details.

Planned and optimized last mile driver route with Address Book List addresses and customer locations.

 

Accordingly, when you plan multiple routes, Route4Me automatically opens the planned routes on the Routes Map. Additionally, you can learn more about Opening and Managing Multiple Routes on the Routes Map.

Depending on the optimization settings, Route4Me can plan multiple routes for multiple drivers with the addresses from the Address Book List.

 

Insert Address into the Best Route from the Address Book

With Route4Me, you can quickly and easily insert addresses into already planned routes. This way, you can dynamically account for last-minute route changes, add new orders, etc. Furthermore, Route4Me will automatically suggest the most optimal routes for inserting the address, showing you how it will impact the route’s distance and time. First, right-click on the preferred address and then select “Insert Address into Best Route” from the menu.

Insert addresses from the Address Book List into the best and most optimal planned route in real-time.

 

In the “Best Route Lookup” tab, you can adjust the address insertion settings. First, use the “Scheduled For” filter to show the routes scheduled for the preferred date. Next, select the preferred place on the route for inserting the address. Below, you can learn more about the available address insert options. After that, you can check all routes scheduled for the selected date and the impact the inserted address will have on each of these routes. Specifically, how the inserted address will change the route’s travel distance and travel time. Additionally, in the “Adjust Location Details” tab, you can modify and add more details to the address.

Select the best and most optimal planned last mile route to insert the address or location from the Address Book List.

OptionDescription
Insert at Optimal PositionAutomatically insert the address at the most optimal sequence position on the selected route.
Insert at Optimal Position After Last VisitedAutomatically insert the address at the most optimal sequence position on the selected route after the last address that was marked as “Visited.
Insert at End of RouteInsert the address as the last stop on the selected route. Accordingly, if the selected route ends at the same location where it starts, the address will be inserted as the last stop before the route’s return location.
Insert at Beginning of RouteInsert the address as the first stop on the selected route (after the route’s Start Address).

 

Generate Orders Using Addresses in the Address Book

Additionally, you can generate orders from addresses in your Adress Book. To do so, right-click on the preferred address and then select “Generate Order” from the menu. To generate multiple orders from multiple addresses, select the preferred addresses by checking the boxes next to them, go to “File” at the top of the screen, and then select “Generate Orders from Select” in the menu.

Next, you can schedule orders for the preferred date. Once you generate the orders, these orders will become available in your Orders List. Additionally, you can learn more about Managing Orders in the Orders List.

Select addresses in the Address Book List and generate orders.

 

Download Addresses – Export Address Data from Address Book

You can easily export hundreds of thousands of addresses in a single spreadsheet from your Route4Me account. Exported files contain addresses and customer, order, and other details associated with addresses that can be used for reporting, analytics, route planning, and other purposes. First, select the preferred addresses by checking the boxes next to them. To select all addresses in your Address Book, check the box in the header, in the top left corner of the screen.

Next, go to “File” at the top of the screen and then select “Export Selected” from the menu. After that, once your file is ready for download, click on the “Click Here to Download” button in the respective popup message.

Export and download addresses with order and customer data from the Address Book List.

 

Delete Addresses – Remove Addresses from Address Book

To delete an address from the Address Book, right-click on the address and then select “Remove” from the menu. Alternatively, simply click on the “Remove” button next to the address in the “Actions” column.

Additionally, you can delete multiple addresses at a time. First, select the addresses you want to delete by checking the boxes next to them. To select all addresses in your Address Book, check the box in the header, in the top left corner of the screen. Next, go to “Edit” at the top of the screen and then select “Remove Selected” from the menu. NOTE: Deleting addresses can’t be undone, and the deleted address will be permanently erased from your account.

Delete and remove addresses in the Address Book List.

 

 

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About Route4Me

Route4Me has over 40,000 customers globally. Route4Me's Android and iPhone mobile apps have been downloaded over 2 million times since 2009. Extremely easy-to-use, Route4Me's apps create optimized routes, synchronize routes to mobile devices, enable communication with drivers and customers, offer turn-by-turn directions, delivery confirmation, and more. Behind the scenes, Route4Me's operational optimization platform combines high-performance algorithms with data science, machine learning, and big data to plan, optimize, and analyze routes of almost any size in real-time.