To export markers to a spreadsheet (.CSV) file:
- From the Main section of the navigation bar choose Markers to display the markers list.
- Use the Search or Advanced search controls to specify the set of markers you want to export. You can specify all or part of the name, the marker type (circle or polygon), the primary category, address, city, state, and zip code of the markers to export.
- Select the check box in the header row to select all the markers in the list, or select individual marker check boxes for the markers you want to export.
- Click the Export button in the toolbar.
- In the Exporting Markers dialog box, indicate if you want the generated file to include the following:
- A row for column headers.
- A column for primary category.
- A column for the radius of point markers.
- A column for delivery information.
- A column for notes.
- A column for the territory.
- Click OK.
- When the export is complete, click OK.
- The file of markers is downloaded to your browser. Choose whether to save or open the file.
You can import markers from a .CSV file that has the proper format.
To obtain a properly formatted .CSV file, you can do either of the following:
- Export markers from another account or another user of this account.
- Generate the file using a spreadsheet.
To import a properly-formatted .CSV file:
- From the Tasks section of the navigation bar choose Marker Import to open the Marker Import screen.
- Click Choose File and select the .CSV file:
- Click Import.
- If there are any errors or missing information in the file, an error screen is displayed. For example, addresses should not contain abbreviations such as “HWY”, values that have no location such as “PO BOX”, or invalid street numbers.
If this occurs, you can:
- Click Cancel and fix the .CSV file.
- Click Continue to continue the import without editing. The import engine can recover from minor problems such as a missing zip code.
- In the Confirm Format screen, ensure that the columns in your .CSV file are correctly mapped to marker properties:
Change the mapping for any column that is not properly matched. Select the First line in file is header check box to indicate that the first line of the .CSV file represents a marker.
If you are using latitude and longitude, do not include columns for address, city, state, zip, and country.
- In the second Confirm Format screen, change the country where the markers are located, if necessary, and click Go.
- In the Processing Complete screen, the imported markers are presented for you to review:
At the top of the file, is a summary of the status of each marker. This can be:
- New markers saved: These are markers that have already been imported by clicking the Save button.
- Duplicate markers ignored: These are markers that match markers already defined for your account. They are not imported.
- Yet to be saved: These are markers with a status of Success. When you click the Save button, these markers are imported.
- Choices: These are markers where you must make a choice before it is imported. Typically, you need to confirm the primary category or radius of these markers because it matches the default value.
- Errors: These are markers that contain errors and cannot be imported. Make a note of them so that you can go back later and fix them in the .CSV file.
The markers you are importing are listed on the lower part of the screen. For each marker that has a status of Choice, set the undecided value and then click Accept.
- When all markers have a status of Success (or Error) click the Save button.
If you are importing a lot of markers, you can periodically click the Save button to save the markers with a status of Success, then return to making choices on the rest.
Generating a File Using a Spreadsheet
- Create a spreadsheet using Excel with column labels in the first row. Columns should be displayed in the following order:
The name of the marker.
The name of a primary category for the marker.
The radius, in feet, of the marker.
The latitude of the location. When using latitude and longitude, do not include address information.
The longitude of the location. When using latitude and longitude, do not include address information.
The street address.
The state: this can be completely spelled out or an abbreviation such as CA.
zip or postal code. For locations in the USA, use the 5 digit zip code.
A contact phone number.
- For each marker, add the data to the following rows. Important: Do not include a comma (“,”) in any of the data.
- Click File > Save As.
- Select CSV (Comma Delimited) (*.CSV) in the data type field.
- Click Save.