We have a new look!
As of the week of December 17, 2018, the Upload page has a fresh makeover. All the same functionality is there--it's just a little easier on the eyes. Take a look at the key features below:
1. Upload your file as a new Route
1a. Upload your Route in the order of the upload
2. Upload your file as Favorites
3. Upload your file to Unassigned Stops
From there, it's the same process as always! Everything is just a bit prettier. Follow the instructions on the page below to complete a successful upload!
Upload Spreadsheet Data
Team's can upload large quantities of addresses from a spreadsheet to save time on data entry. Use the upload tab of Team to upload an Excel (.XLSX) file. Team's base plan includes 500 upload locations per day, each driver adds 500 to the team.
Each spreadsheet can have up to 120 locations when uploading to routes.
When uploading addresses as favorites or unassigned stops, up to 500 addresses can be included in one spreadsheet.
Required Upload Format
Your file must be formatted according to the template here, also available on the upload feature in Team. This allows Team RoadWarrior to identify and read the address information in your spreadsheet. You must not change the order of the columns or add/remove columns.
There are seven (7) required columns for each location, listed below:
Name, House/Building Number, Street Name, City, State/Region, Postal Code, Country Code
The additional columns are optional and should be left blank if not utilizing.
You have the option to upload in four ways; to favorites, to a new route, to a new ordered route, or as unassigned stops.
1. Upload to Favorites
This option allows you to add locations as Favorites, which are locations that are saved for future use. Your Favorites will appear as pins in the Map view after you upload and allow you to add them to a route. View all your Favorites under the Favorites bar on the lefthand menu bar. Remember that you can filter your view using the Filter feature if your Map view becomes too crowded. This is a great option if you are uploading addresses that you may use again on future routes.
2. Upload to New Route
This option allows you to directly add your locations as Stops on a new route. They are not added as Favorites so they aren’t saved for use in a future route unless you click each pin to save the Stop as a Favorite. Many folks use this option when they have a route that changes each day and they do not plan to use the stops again.
2.a. Upload to a New Ordered Route
This option is the same as uploading to a new route (above) -- except the upload will preserve the order of the stops as they are ordered in your upload spreadsheet. This is handy if you do not want to Optimize, and instead already have a set order of Stops.
3. Upload to unassigned stops
This option will upload your locations to the Unassigned Stops bucket. This is useful if you have a number of stops that you want to divide into different routes. You can view Unassigned Stops by tapping on the row in the Routes tab, and then move the stops to different routes. To do this, tap on one of the stop icons in the planner, and select the stops you want to move, and then tap the Move Stops action at the top of the planner.
When uploading stops, the default service time is 10 minutes. You can set the time to anything else by entering a value (in minutes).
Note that the service time on your devices is not relevant to uploads.
Latitude/Longitude are not required. Entering coordinates will override the geo-coding process, which is automatically applied to required address information otherwise.
This is useful in situations where you know more than mapping data does on certain addresses or you need specific locations that are not attached to standard addresses. For example, in rural areas, an address might resolve to a PO box where the resident receives US mail, not to the actual home location.
The priority/color field only applies when creating favorites. You can use this to visually categorize the favorites you upload. The favorite pin will be colored based on the value set here.
The priority/color field can be a decimal between 0 and 1:
1.0 = Red
0.75 = Orange
0.6 = Yellow
0.5 = Green
0.25 = Aqua
0.0 = Blue
Default = 0.5 (Green)
How to Upload Using Google Sheets
Go to https://team.roadwarrior.app/ and log into your Team RoadWarrior account. Use the left sidebar menu to get to the upload feature.
Where it says download the template files: click 'excel template' and save that file to somewhere you can find it later.
Open http://drive.google.com. In the upper-left hand corner click the red box that says “New" and click "File Upload." Select the file you downloaded earlier called “Rw.Location.Upload.xlsx.”
Open Google Docs to “Sheets” https://docs.google.com/spreadsheets, then click the “Open File Picker” button in the upper right corner. Click the “Upload” tab, and select the file you downloaded earlier called “Rw.Location.Upload.xlsx.”
Fill in your addresses (do not change the very top row of information) for all of the bolded headings.
Click “File,” scroll over “Download as,” and select “Microsoft Excel (.xlsx).”
Go back to Team Upload, find your new spreadsheet and upload that to the tool. Now you're all done!