Switching from Portatour Sales Route Planning to Route4Me

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

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.

3. Select “Options.”

4. Select “Export Data” in the “Data Management” section.

5. Select “Customers” to export your customer list. You can use the same process to export your appointments list as well.

6. Choose the “Excel (.xlsx)” option in the “Format” drop-down list.

7. Save the exported file to your computer.

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

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

2. Select “Login” and enter your credentials.

3. Select “Routes” → “Plan new route.”

4. Select “Upload a File” in the route planning options window.

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.”

6. Click anywhere on the upload area, then navigate to the exported portatour spreadsheet.

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.

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

9. Type in the address and select “Finished Adding Addresses.”

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.

Note that you can also view multiple routes on the same map. Go to “Routes” → “Routes Map.”

Click the checkboxes next to the routes you want to display to make the routes appear on the map and in the timeline section.

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.”

2. Select “File” → “Upload Addresses.”

3. Click anywhere on the upload area, then navigate to the exported portatour spreadsheet.

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.”

5. Modify the addresses as needed, then select “Add to address book.”

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.”

7. Here you can use the addresses to create territories, apply advanced filters, and make custom address selections.

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