The customer file should be provided as a .CSV (Comma Delimited) file.

Saving Your Spreadsheet as a CSV

  1. Open your file in your spreadsheet program.
  2. Click on File and choose Save As.
  3. Under Save as type, choose CSV (Comma delimited). Click Save.
  4. You may see a message that your file "may contain features that are not compatible with CSV."

Entries are broken into the following columns in excel.  Other information can be included for your record in separate columns (Company ID, etc.).   This information will simply be ignored by the import tool.

  • ID (Optional)
  • Name (Optional)
  • Address
    • All addresses are clearly typed and free of any extraneous information (i.e. Suite and Building numbers, special characters etc.). Remove any unnecessary commas.
  • City
    • Cities are spelled properly
  • State
  • Zip Code
    • Zip codes are accurate
  • Latitude
  • Longitude
    • The latitude/longitude points provided should contain a (-) for directional designations, no directional designations if possible
    • For best success Latitude/Longitude coordinates are up to 6 digits beyond the decimal point (Why is Latitude/Longitude decimal precision important?).
  • Any other data to help you prioritize (i.e. date last visited, number of visits in the last year)