Preparing your customer list for geo-coding in 5x5 within is simple. And the cleaner the data is the better, so here's a few steps to help you import clean data for mapping.
PREPARING YOUR XLX OR XLXS FILE
First off, get the broadest output into an XLSX file from your EPR, CRM or wherever your customer data resides...maybe a bit of both. Once you have this completed, you can go through some simple steps to clean your data. Follow the format in the image above, where you include only the fields present. You do not need to include the Country Code, but you need to populate the Country or the Country Code field. We've just given you two options to identify the county.
CLEANING YOUR LIST BEFORE IMPORT
Using the Advanced Filter feature in Excel (under the DATA tab) you can select cells to scan for duplicates and then remove them or save them to a separate file.
You can also use the same to remove PO Box related addresses, since these will not geo-code for obvious reasons.
And also, there are free and paid services to help you clean your data. Most are very simple to use and result in cleaner files. One to try out is the Experian Data Quality site HERE.
And when you do input your data into 5x5 as we geo-code the customer sites we generate an exception report for any addresses that didn't geo-code. So you can share this report with your team and further clean your original source of data.
GETTING THE LIST INTO 5x5
Once you have your clean, formatted list, you're ready to import it into 5x5. Simply save your list to the cloud connector you're using to feed 5x5, e.g. Dropbox, Box, etc. Then save it into the 5x5 local folder. Now tap the Customer icon and we'll start geo-coding. You'll see a status as the file is being converted into pin locations on your map. Once done, you'll see a cluster view of the addresses. By zooming in the clusters breakdown into individual locations. By tapping on a location you can add it to a route by tapping the PLUS icon.