How to upload a customer information spreadsheet into the system?

To upload a customer information spreadsheet into the system:

1. Navigate to Address Book List from the navigation menu.

2. Next, go to File in the top left corner of the screen and then select Upload Addresses from the list.

3. 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.

4. Once you upload the spreadsheet, Azuga Routes 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 to 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.

5. 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, Azuga Routes automatically creates a new profile for each customer or address in the Address Book List.

Last updated on May 22, 2024