RouteSavvy

Name

Stop Time

minutes

Stop units

Folder

Icon

Full Address

Address1

Address2

City

State

Zip Code

Country

Note

Note 2

Note 3

Note 4

Note 5

This address cannot be located exactly, and should not be used for routing. Try fixing the address or accept geocoding issues.

Accept Geocoding Issues, use it for routing

This address cannot be located as-is, and cannot be displayed or used for routing. Try fixing the address.

You must fix invalid fields before saving.

Manually enter/alter latitude/longitude (advanced)
Warning! This may result in updated address information.

Latitude

Longitude

Start Time

:

Driver's Availability From

: To :

Work Hours

Shortest Time

Shortest Distance

Avoid Highways

Avoid Tolls

Route Name:

Number of vehicles

File

Choose a CSV file to upload. The first line must contain headers for the columns. After uploading the file, you can map the headers to the data columns and add the locations to a new folder.

Folder

Enter a unique name for this folder of locations.

Icon

Column	Header

Choose a file to upload. Your file or worksheet should have column headers e.g. Address1, City, State, Zip or alternatively you could use Lat/Long or FullAddress columns. If you need an example, you can download a Sample CSV document or a Sample Excel (XLSX) document

Note: If you are trying to load a project .json file please go to ‘Load Project’ in Project Tab

File

We found the following worksheets in the Excel file. Select the worksheet to import.

We could not find any worksheets in the Excel file. Please check the file and try again.

Select the column headers or confirm that it matches your data e.g. Address1, City, State, Zip

This file does not seem to have headers. If it does, please check the box.

First row contains column headers

If the Match Type is not Address then we couldn't locate exactly and this location is less accurate and should not be used for routing. To fix addresses go to the Previous step(s) to upload fixed data or change column headers.

Name	Address	Match Type

Please update folder name(s) and choose icon(s).

Quick Route - Add these locations as stop and optimize

Route Start Location

New Start Route

Route End Location

New End Route

Your file contains folders and processing may take some time, your browser may display a wait/cancel message. Ignore or use the wait option until the optimization is complete

Choose a file to upload. Your file or worksheet should have column headers e.g. Address1, City, State, Zip or alternatively you could use Lat/Long or FullAddress columns. If you need an example, you can download a Sample CSV document or a Sample Excel (XLSX) document

File

We found the following worksheets in the Excel file. Select the worksheet to import.

We could not find any worksheets in the Excel file. Please check the file and try again.

Choose field you want for the stop name

This file does not seem to have headers. If it does, please check the box.

Choose field(s) for stop address

If the Match Type is not Address then we couldn't locate exactly and this location is less accurate and should not be used for routing. To fix addresses go to the Previous step(s) to upload fixed data or change column headers.

Name	Address	Match Type

Route Name

Route Start Location

New Start Route

Route End Location

New End Route

Start Time : :

Driver's Availability From : To :

Work Hours :

Shortest Time

Shortest Distance

Avoid Highways

Avoid Tolls

Vehicles

Minimize Vehicles/Routes

Your file contains folders and processing may take some time, your browser may display a wait/cancel message. Ignore or use the wait option until the optimization is complete

Select the type of boundaries for creating territories, then choose Build or Import.

Select Boundary Type

Build - build a territory by clicking on boundary polygons.

Import - create a territory from a set of boundaries listed in a csv or xlsx file.

Choose a file to upload. Your file or worksheet should have column headers boundary names e.g. Zipcode, County, State, or Country If you need an example, you can download a Sample Territory CSV document or a Sample Territory Excel (XLSX) document

File

We found the following worksheets in the Excel file. Select the worksheet to import.

We could not find any worksheets in the Excel file. Please check the file and try again.

Select the column headers or confirm that it matches your data e.g. Zipcode, County, State, or Country

This file does not seem to have headers. If it does, please check the box.

First row contains column headers

Select Census Demographic

Select Classifier

Load Project

Save Project

Project Settings

Locations

Shapes

Create Territory

Phone List

Phone History