Importing and Exporting Markers

If you have a large number of markers, you can choose to import them using a comma delimited CSV format import file. You can also export markers created in the Scenarios user interface in the same format, for backup purposes.

Importing Markers

To import a markers file:

 

1.Open the list menu in the upper left corner of the List panel and select the Markers option. The Markers list opens.

 
2.Click the More menu button in the upper right corner of the Lists panel, and then select the Import Markers option in the menu that opens.

 
3.Drag and drop the CSV format file from its saved location into the dialog box. Alternatively, click Choose File, browse to the file on your computer, select it, and then click Open.

 
4.Click Manage Mappings. The Manage Mappings dialog box opens. From here you can use one of the following methods to map the columns in your import file to the columns in the Markers list:

 
oIf you have used the column naming conventions described in the marker import file format table below, you can click Auto Map and the columns in your import file are mapped to the correct marker values automatically. You can use the Sort button to toggle between sorting the columns on the left alphabetically or in the order they appear in the file.
oIf you have previously saved a json file containing the column mappings, you can click Load to use the saved mappings.
oIf your import file uses your own custom column names, follow these steps:
a.Click a column name in the left panel, and then click the right-facing arrow .
b.Select the field in the right panel, and click Edit Mapping.
c.Select the field that matches the values contained in the import column.
d.Click OK.

 

 
Repeat this process for each column in your import file.
 

5.(Optional) When you have mapped your columns from the file to the Markers list, you can perform any of the following actions:

 
oClick on the left-facing arrow to remove the selected field from the Markers list.
oClick Edit Mapping to change the mapping for the selected field.
oClick Clear to clear all mappings you have made and start over.
oClick Download to save the current mappings so that you can reuse them another time.
oClick the Settings button to select the formatting to use for dates.

 

6.When you have finished mapping all your columns from the import file to the Markers list, click OK to complete the import.

Marker Import File Format

Your marker import CSV files can contain some or all of the following columns:
 

Column Name

Value

marker.id

The unique ID of the marker.

marker.name

The name of the marker.

marker.lat

The latitude coordinates of the marker. Required if marker.address or marker.lat_lon are not provided.

marker.lon

The longitude coordinates of the marker. Required if marker.address or marker.lat_lon are not provided.

marker.lat_lon

The latitude and longitude coordinates of the marker. Required if marker.address or marker.lat and marker.lon are not provided.

marker.address

The formatted address of the marker, not including the country. Required if marker.lat and marker.lon are not provided.

marker.intersection_lat

The latitude coordinates where the marker address intersects with the street (where the driveway meets the road).

marker.intersection_lon

The longitude coordinates where the marker address intersects with the street (where the driveway meets the road).

marker.intersection_lat_lon

The latitude and longitude coordinates where the marker address intersects with the street (where the driveway meets the road).

marker.country

The country the marker is located within as a two character country code (for example 'US').

marker.custom.[custom]

The custom properties, if any, associated with the marker. For example, 'marker.custom.SecurityClearance')

marker.categories

The category of the marker, if any. For example, 'HQ' or 'Customers'.

marker.is_depot

Indicates whether the marker is a depot. Either 'yes' or 'no'.

marker.notes

Notes related to the marker.

 

The import file must contain either both marker.lat and marker.lon values, or the marker.address value. If only marker.address is provided, the Geocode Locations dialog opens automatically and a search for the latitude and longitude coordinates of the street address is performed. If this operation fails and valid coordinates cannot be found, the marker cannot be used for any optimization or route building operations and validation errors might be generated.

 
The Geocode button on the Markers list tool bar is activated any time a marker without a valid latitude and longitude coordinate pair is selected in the Markers list. Click this button to open the Geocode Locations tool and begin a geocoding operation on the street address.

 

Import files containing neither marker.lat and marker.lon values, nor a marker.address value, are immediately rejected.

When a marker is included in a job, driver, or other import file as a location, the marker can be described as either the ID value of existing marker, or as an 'inline' marker containing the location information of the marker, for example as marker.lat -117.730968 and marker.lon 33.584362.

Exporting Markers

To export a markers file:

 

1.Open the list menu in the upper left corner of the Lists panel and select the Markers option. The Markers list opens.

 
2.Select the check box beside each marker you want to export in the grid and then click the More menu button to the right of the Lists panel, and select the Export Markers option in the menu that opens.

 
3.Click Choose Columns and select the columns that you want to export. By default all columns are selected. Click Export.

 
4.The CSV format export file is saved to the default download location on your computer.