CSV & Excel import
Any CRM, any spreadsheet. Two columns is all it takes.
Export your accounts from wherever they live, import the file into RepRoute, and plan the trip. A name and an address for each customer is all it needs.
The columns RepRoute reads
| Heading | Needed? | What goes in it |
|---|---|---|
| name | Required | The customer or business name |
| address | Required | The full street address, in one column |
| deal_value | Optional | Optional. A number, e.g. 12000 |
| last_year_sales_value | Optional | Optional. A number, e.g. 8000 |
name,address,deal_value,last_year_sales_value
Example Customer Ltd,"Wellington Airport, Wellington, New Zealand",12000,8000
Three steps
- 01
Export
Save your accounts from your CRM, Excel or Google Sheets as a .csv or .xlsx file.
- 02
Match the headings
Put name and address in the first row. The trip planner has a template you can download.
- 03
Import and plan
Choose “Manual Import (CSV)” when you start a trip, upload the file, and RepRoute builds the days.
Import questions
Which CRMs can I export from?
Any that can export to CSV or Excel, including HubSpot, Salesforce, Zoho CRM, Freshsales. Direct sync for those four is in development; see what’s coming.
What happens to rows with something missing?
Rows without both a name and an address are skipped, so a half-finished line won’t break the import.
Does the address need to be split into columns?
No. Put the whole address in one address column, the way you’d type it into a map.
Got a spreadsheet? Plan the trip.
Try the planner on a sample trip first, or sign up and import your own accounts.