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import excel files into streets and trips RRS feed

  • Question

  • Hello,

    I am a salesmen and have over 1000 customers address and zip code loaded in excel. is there a way to dump every location into streets a trips? it would be helpful we planning my route - be more effecient etc.

    Mike

    Sunday, July 10, 2011 4:59 PM

All replies

  • Yes, there is.  Use the Data import wizard as described in "Help" as follows.

    Import addresses to a map

     

    1. On the Data menu, click Import Data Wizard.

    2. Select the source file you want to import, and then click Open.

      Supported data sources

      Note You must select the type of file you want to import in the Files of type drop-down list. Only files of that type appear in the selection list.

    3. Choose the sheet, range, folder, table, query, view, or separator character.

      Depending on the data source, you may need choose specific data or choose a separator character. This and the next step will be skipped in the Import Data Wizard if your data source does not require further disambiguation of data.

      If you are importing data from Microsoft Office Excel, Microsoft Office Access, Microsoft Office Outlook, or using Microsoft Data Link, you may need to choose specific data.

      How?

      If you are importing from a plain-text file (*.txt, *.csv, *.asc, or *.tab format), you will need to choose the separator character.

      How?

    4. After selecting the data, click Next. If you did not have to choose a sheet, range, table, or separator character, this step is skipped.

    5. Select the data type for each column of data, choose the Country/Region that pertains to the data, and then specify if the first row of your data contains column headings.

      How?

      Notes

      • After selecting which columns to include and the data type for each column, check the informational text box at the bottom of this wizard page. It will list the geographical unit each record will be matched to and the Country/Region of the data.

      • If you are mapping locations from more than one country, be sure to select <Multi/Other> in the Country/Region list.

    6. Click Finish.

      The Import Data Wizard will attempt to match the records of the data to the specified location. If it cannot match one or more records to a place on the map, you will need to match unmatched records.

      How?

    Sunday, July 10, 2011 6:04 PM
  • Hi Mike,

    As Philip says, it is doable, as S&T is able to import from various file formats, including Excel.

    Since you are in sales, you may want to look into the following video tutorials: Video Teaches Sales Reps How To Use Microsoft Streets and Trips


    Laptop GPS World
    Sunday, July 10, 2011 9:20 PM
    Moderator
  • Hi Mike -

    Here's a tutorial that discusses what you're looking to do.  As Marvin's post mentions above - there is allot more training available for sales reps at www.mypointsales.com.

    S&T is a fantastic productivity tool for salesreps.  I think you'll find that with intelligent planning - you will see 20% more prospects in the same amount of time (the essence of productivity), while reducing your cost of sales.


    Keith O'Brien

    Sunday, July 15, 2012 2:01 PM