Upload a File
The “Upload a File” feature is perfect for planning large routes. This feature allows you to upload a spreadsheet with the addresses you want to visit.
After selecting the “Upload a File” option on the home screen, set the routing parameters as described in our tutorial on “Setting the Route Parameters,” then click “Create Route and Proceed to Add Addresses.”
– The first address in your spreadsheet will be set as the departure address
– The spreadsheet must contain column headers designating what information is contained in that column
– The supported file formats are: XLS, XLSX, and CSV (the last is the best for uploads)
– The spreadsheet must contain more than one address
The spreadsheet you upload should contain at least two columns: the “Alias,” or the name of the customer, and the “Address,” consisting of the street name and number, city, state and zip code.
You can optionally add other pre-defined and custom columns to your spreadsheet if you need to have specific information about your destinations available when you are planning the route.
Type in the headers for the “Alias” and “Address” columns in the first row. You can alternatively split the address information into four different columns: “Address” (street name and number), “City” (name of city), “State” (name or postal abbreviation of state) and “Zip” (the zip or postal code).
Add the name of each customer or each stop you are visiting in the “Alias” column and their addresses in the “Address” column.
When your file is ready, upload it by clicking anywhere on the upload area.
You will see a preview of the file you uploaded.
Click on the header of any of the columns and select a new option if you need to make any changes to how the information is mapped to the system.
Click “Continue” to proceed to the final review screen.
Click “Continue to Review” to verify the addresses on Map.
Route4Me uses geocoding to get latitude and longitude coordinates for each address. Geocoding will be more accurate for complete and properly written addresses.
After the geocoding is done, the software will display a dot next to each address. If the dot is green, that means the address is geocoded with high confidence. A yellow dot indicates that there was a small problem and the software wasn’t able to identify that precise address but found something similar which might be correct. A red dot means that the address couldn’t be geocoded. In this case, you have to either remove it from the list or edit it.
To edit an address, roll your mouse cursor over it and click on “Edit.”
You will be able to enter the new address and click “OK” when you’re done.
On the right side of the window, you will see the address map. If you need to, you can use it to fine-tune each address, simply by dragging the pin with the number for the corresponding address and dropping it to the new location.
Rolling your mouse cursor over a destination will bring up detailed information about it, including the data from custom columns.
You can also remove an address by right-clicking on its pin, then select “Delete.”
When you’re done, click on “Finish Import.” At this point, your route will begin to optimize. The process might take anywhere from a few seconds to a few minutes, depending on the number of stops on your route.