Switching from Microsoft Excel Route Planning to Route4Me

Why Switch?

Pretty much everyone has Microsoft Office. Since it makes perfect business sense to take advantage of resources you have before you invest in something new, it’s no surprise that many companies use Excel to keep track of their routing data.

The problem with Excel, though, is that it’s not able to optimize routes. Planning routes manually is difficult. You have to take many different factors into account, such as weather, construction, and traffic congestion. With all the moving parts involved in route planning, it’s almost impossible to give your customers accurate ETAs without any help.

Route optimization software does the hard work for you. All you need to do is plug in the addresses you want to visit, and in less than one minute Route4Me will calculate the best route and show you the most efficient way to visit that set of addresses.

 

Switching from Excel to Route4Me

Switching over to a new route planning solution is easy. This guide will show you how to quickly migrate your addresses to Route4Me.

 

Preparing your Excel file for Import

Route4Me supports .CSV, .XLS and .XLSX files. Your spreadsheet should contain a single sheet that includes a header row and data rows. The table header defines the type of information you’re importing, while the corresponding data fields contain the actual information you input into the system.

Switch to route optimization software Route4Me from Microsoft Excel

The only required column is the “Address” column, which is where you should include the street name and number, city, state, and zip code of each address. Alternatively, you could only input the street name and number into the “Address” column, then use separate columns for city, state and zip code.

There’s no limit to the number of custom columns you can add.

 

Importing Address Data into Route4Me

You can import your address data to Route4Me for one-time usage (planning a route or set of routes immediately) or recurring usage (adding them to Route4Me’s address book to use whenever needed).

 

Importing Addresses for One-Time Usage

To import addresses for one-time usage, take the following steps:

1. Open your web browser and go to www.route4me.com.
Switch to route optimization software Route4Me from Microsoft Excel

 

2. Select “Login” and enter your credentials.
Switch to route optimization software Route4Me from Microsoft Excel

 

3. Select “Routes” → “Plan new route.”
Switch to route optimization software Route4Me from Microsoft Excel

 

4. Select “Upload a File” in the route planning options window.
Switch to route optimization software Route4Me from Microsoft Excel

 

5. You also have the option to set your route parameters, such as tour type (round trip or end at a stop), navigation preference (shortest distance or shortest amount of time), and how many sub-routes you want to create (for when you have multiple drivers). When you’re done, select “Create Route and Proceed to Add Addresses.”
Switch to route optimization software Route4Me from Microsoft Excel

 

6. Click anywhere on the upload area, then navigate to your spreadsheet file.
Switch to route optimization software Route4Me from Microsoft Excel

 

7. Review your addresses on the map. Addresses that need your attention are marked under the “Review” and “Not Found” tabs. Edit addresses as needed, then select “Finish Import.” The system will optimize the address sequence and open your planned route.
Switch to route optimization software Route4Me from Microsoft Excel

 

8. If you need to add addresses/stops to your planned route, select the “Insert” tab and then select the “+ Addresses” option.
Switch to route optimization software Route4Me from Microsoft Excel

 

9. Type in the address and select “Finished Adding Addresses.”
Switch to route optimization software Route4Me from Microsoft Excel

 

10. If you want to keep your current address-to-route distribution while uploading multiple routes, you need to consolidate the routes into a single spreadsheet, add a column called “route_no,” and then upload the spreadsheet to Route4Me.
Switch to route optimization software Route4Me from Microsoft Excel

 

Note that you can also view multiple routes on the same map. Go to “Routes” → “Routes Map.”
Switch to route optimization software Route4Me from Microsoft Excel

 

Click the checkboxes next to the routes you want to display to make the routes appear on the map and in the timeline section.
Switch to route optimization software Route4Me from Microsoft Excel

 

Importing Addresses for Recurring Usage

For recurring usage, upload your addresses to Route4Me’s address book. The address book allows you to keep track of your addresses and all the information that is important about them, such as how often you visit them, the date they were last visited, etc.

1. In your Route4Me account, select “Address Book” → “Address Book List.”
Switch to route scheduling software Route4Me from Microsoft Excel

 

2. Select “File” → “Upload Addresses.”
Switch to route scheduling software Route4Me from Microsoft Excel

 

3. Click anywhere on the upload area, then navigate to your spreadsheet.
Switch to route scheduling software Route4Me from Microsoft Excel

 

4. The system will notify you if there are any geocoding issues you need to review. Click the “Show x destinations” button next to “Addresses to review.”
Switch to route scheduling software Route4Me from Microsoft Excel

 

5. Modify the addresses as needed, then select “Add to address book.”
Switch to route scheduling software Route4Me from Microsoft Excel

 

6. Your addresses and all the information associated with them will be added to the address book. If you want to view the locations on a map, go to “Address Book” → “Address Book Map.”
Switch to route scheduling software Route4Me from Microsoft Excel

 

7. Here you can use the addresses to create territories, apply advanced filters, and make custom address selections.
Switch to route scheduling software Route4Me from Microsoft Excel

Once the migration is complete, you’ll be able to start enjoying the many benefits that Route4Me has to offer.

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