Upload Spreadsheets with Customers Data – Address Book List
When you need to import hundreds or thousands of customers’ locations, depots, commercial facilities, warehouses, or any other relevant customer data, you can simply upload a single customer information spreadsheet and the Route4Me route optimization software will automatically create a separate address entry or customer profile for each imported entity. All customer data from the customer information spreadsheet that is saved and modified in your Address Book List can be automatically synchronized across all associated and authorized devices in real time. Thus, whenever you or your team members create a new entry in the synchronized Address Book from the Route4Me Route Optimization Web Platform, it instantly becomes available on Route4Me’s iOS and Android Route Planner apps.
To upload a customer information spreadsheet into the system, first, go to “Address Book List” from the navigation menu.
Next, go to “File” in the top left corner of the screen and then select “Upload Addresses” from the list.
After that, upload the spreadsheet with customers’ data from your device.
For the spreadsheet that you want to import into the system to be successfully processed, it must contain a header row and data rows. The header row defines the type of information you are importing, while the corresponding data rows contain the actual data that is being imported into the system.
In addition to the obligatory “Address” column, you can also include other data columns with Route4Me reserved attributes and custom data:
- Reserved Attributes: Columns that contain Route4Me reserved attributes (i.e., address, alias, revenue, cube, priority, etc.) that are automatically recognized by the system and assigned to their corresponding user interface elements/components;
- Custom Data: Columns that contain the custom information that cannot fit into Route4Me’s predefined fields. Learn more about the Address Book Custom Data Add-On.
Once you upload the spreadsheet, Route4Me processes the imported data and displays it in the corresponding window. Select the “Auto (attempt detection)” option for the system to automatically assign the right column titles to their corresponding reserved attributes and custom data columns.
Alternatively, you can manually match column titles to the data contained in each column.
By default, the data that is not recognized as one of the reserved attributes is assigned the “Custom” column title in addition to the original name of the corresponding column in the imported spreadsheet. Make sure that all columns have the titles that match their contents and then click on the “Continue to Review” button to proceed.
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.
Once the spreadsheet with the customers’ data is successfully imported, Route4Me automatically creates a new profile for each customer or address in the Address Book List. Learn how to edit existing customer profiles.
Route4Me dynamic routing software provides near real-time data synchronization across all associated computer and mobile devices so that any changes made from the Route4Me Route Optimization Web Platform can be automatically synchronized with Route4Me’s iOS and Android Route Planner apps in a matter of seconds. Thus, managers and dispatchers back at the office can create new customer profiles in the synchronized Address Book List, and the drivers who are out in the field will be able to view and use them right away.
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