Switching from Google Sheets and Microsoft Excel to Route4Me

Why You Should Switch from Google Sheets and Microsoft Office

Many businesses of various sizes use Google Sheets and Microsoft Excel for storing their routing data and manually planning their routes. However, Google Sheets and Microsoft Excel are not designed for route planning or optimization, and all that these tools can offer to businesses that require logistics and routing services is a set of adjustable tables or lists that can store data in columns and rows. Moreover, it is virtually impossible to efficiently optimize routes without specialized software.

Switching from Google Sheets and Microsoft Excel to Route4Me

 

Route4Me offers powerful and easy-to-use optimization and tracking solutions for generating actionable intelligence and using it for making your operations more efficient and profitable. With Route4Me you can effortlessly organize all your data in one centralized interface that can be used for planning and optimizing your routes in a matter of seconds. Route4Me enables you to create interactive contacts and destinations, as well as flexible orders and routes that can be easily accessed by multiple users from any computer device or using one of the dedicated iOS and Android mobile apps. Route4Me also allows you to synchronize all changes and updates made to your routes across all associated devices in real time.

Switching from Google Sheets and Microsoft Excel to Route4Me

 

Route4Me’s Marketplace enables you to configure your subscription plan and include only those features and functionalities that perfectly accommodate the particular needs of your business or business model. For more convenience, you can choose among various industry-specific packages of preselected modules which are focused on solving the unique problems inherent to specific industries. To learn more about how Route4Me’s solutions can help you grow your business and make your operations more efficient, visit this page.

Switching from Google Sheets and Microsoft Excel to Route4Me

 

How to Switch from Google Sheets and Microsoft Excel to Route4Me

To switch from Google Sheets and Microsoft Excel to Route4Me, all you need to do is to import your data into Route4Me. To do so, first, create a new Route4Me account using the Marketplace. You can get a free trial for 7 days without any payments or attachments. Next, simply import all your data in the Google Sheets and Microsoft Excel file formats into your Route4Me account. Route4Me provides multiple methods for importing routing data into the system. You can learn how to format spreadsheets and import them into the system further in this tutorial. Once you imported all your data, you can start planning and optimizing routes.

 

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. You can learn more about spreadsheet requirements on this page.

Using Spreadsheets

 

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.

Upload a File - Planning Routes by Spreadsheets

 

Next, select “Upload a File” from the corresponding window. To learn about all data import methods, visit this page.

Upload a File - Planning Routes by Spreadsheets

 

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

Upload a File - Planning Routes by Spreadsheets

 

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 CSVXLS, 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.

Upload a File - Planning Routes by Spreadsheets

 

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.

Upload a File - Planning Routes by Spreadsheets

 

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

Upload a File - Planning Routes by Spreadsheets

 

Next, click “Continue to Review.”

Upload a File - Planning Routes by Spreadsheets

 

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.

Upload a File - Planning Routes by Spreadsheets

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.

Upload a File - Planning Routes by Spreadsheets

 

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

Upload a File - Planning Routes by Spreadsheets

 

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

Upload a File - Planning Routes by Spreadsheets

 

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.

Upload a File - Planning Routes by Spreadsheets

 

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.

Switching from Google Sheets and Microsoft Excel to Route4Me

 

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.

Switching from Google Sheets and Microsoft Excel to Route4Me

 

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

Switching from Google Sheets and Microsoft Excel to Route4Me

 

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.

Switching from Google Sheets and Microsoft Excel to 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.

Switching from Google Sheets and Microsoft Excel to Route4Me

 

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.

Switching from Google Sheets and Microsoft Excel to Route4Me

 

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.

Switching from Google Sheets and Microsoft Excel to Route4Me

 

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