Switching from Portatour Sales Route Planning to Route4Me

Why Switch?

While using Portatour, do you ever experience any technical issues? Do you find their mobile app clunky and confusing to use? Are there any other problems you have to deal with?

If so, don’t worry. Portatour isn’t your only route planning option.

Route4Me has been downloaded over a million times, making it one of the most used route optimization programs in the world. Companies love what our software does for their bottom line. Route4Me is able to generate perfectly optimized routes in less than a single minute, which allows businesses to save time and make more money.

 

Switching from portatour 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.

 

Exporting Data from portatour

Here’s how to export your Customers, Appointments and Schedules data from portatour:

1. Log into your portatour account.

2. Click the menu icon at the top-right of the portatour home screen.
Move routes from portatour to Route4Me easily

 

3. Select “Options.”
Move routes from portatour to Route4Me easily

 

4. Select “Export Data” in the “Data Management” section.
Move routes from portatour to Route4Me easily

 

5. Select “Customers” to export your customer list. You can use the same process to export your appointments list as well.
Move routes from portatour to Route4Me easily

 

6. Choose the “Excel (.xlsx)” option in the “Format” drop-down list.
Move routes from portatour to Route4Me easily

 

7. Save the exported file to your computer.
Move routes from portatour to Route4Me easily

After you finish exporting your data, look at your spreadsheet file and remove all empty fields and information that is no longer relevant.

 

Importing Address Data into Route4Me

You can import your address data to Route4Me for one-time use or for recurring usage.

 

Importing Addresses for One-Time Usage

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

1. Open a new tab in your browser and go to www.route4me.com.
Get perfect route optimization when you shift from portatour to Route4Me

 

2. Select “Login” and enter your credentials.
Get perfect route optimization when you shift from portatour to Route4Me

 

3. Select “Routes” → “Plan new route.”
Switch to driving route planner Route4Me from portatour

 

4. Select “Upload a File” in the route planning options window.
Move routes from portatour to Route4Me easily

 

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 servicing those addresses). When you’re done, select “Create Route and Proceed to Add Addresses.”
Always get an optimized route when you switch from portatour to Route4Me

 

6. Click anywhere on the upload area, then navigate to the exported portatour spreadsheet.
Move routes from portatour to Route4Me easily

 

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 mapping software Route4Me from portatour

 

8. If you need to add addresses/stops to your planned route, select the “Insert” tab and then select the “+ Addresses” option.
Move routes from portatour to Route4Me easily

 

9. Type in the address and select “Finished Adding Addresses.”
Move routes from portatour to Route4Me easily

 

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.
Move routes from portatour to Route4Me easily

 

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

 

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 map route planner Route4Me from portatour

 

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.”
Move routes from portatour to Route4Me easily

 

2. Select “File” → “Upload Addresses.”
Move routes from portatour to Route4Me easily

 

3. Click anywhere on the upload area, then navigate to the exported portatour spreadsheet.
Move routes from portatour to Route4Me easily

 

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 portatour

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

 

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 map route planner Route4Me from portatour

 

7. Here you can use the addresses to create territories, apply advanced filters, and make custom address selections.
Switch to map route planner Route4Me from portatour

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

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