April 21, 2017
How to Import Orders From an Excel Spreadsheet
This video will guide you on how to import an Excel spreadsheet into the OptimoRoute™ software in order to plan and optimize your daily routes.
0:40 – Begins the explanation of the excel sheet we are using. For a copy of this sheet, it can be downloaded here.
3:52 – Uploading your file into OptimoRoute™.
4:01 – Mapping window, which explains how to match the columns in your Excel file, with the fields inside the optimization engine.
4:52 – How to navigate the geocoding page.
5:05 – Correcting a Partial Match (or Not Found) status.
As a tip to quickly compare addresses, you can compare the columns “Address” and “Geocoded Address.” Address is the address which we inputted, and Geocoded Address is the address which the system has pinpointed as the correct location.