Uploading Saved/Frequently Used Addresses via .CSV in MyRoute

Uploading Saved/Frequently Used Addresses via .CSV in MyRoute

MyRoute allows you to create & store a list of 'saved'/frequently used addresses for easy, streamlined access when creating a new route. This guide will show you how.

Step 1: Download the .CSV Template

  1. After opening your MyRoute portal, click on the "Choose Address From List" button next to the Address box in the left-side "Create Route" menu.
  2. This will open a small, secondary menu next to the top of the "Create Route" menu. Click the "Upload .CSV to Frequently Used Address List" button to open the next menu.
  3. Click the highlighted "Download Template" button.
  4. You will now have an Excel .CSV file titled "SavedAddresses," which you will use in the next step.

Step 2: Formatting & Data Entry

  1. Open the template to see the required columns and order. 2 of the columns are required for uploading:
    1. address: the address of the stop.
      1. Format should be Address, City, State, ZIP Code.
    2. stopName: the name of the stop as you'd like it to appear in the software (ex. 'Providence Park', 'John Doe', etc.)
    3. The rest of the columns are not required for upload but allow you to provide further information per stop.
  2. Open Excel and make a New Workbook.
    1. Copy the same column headers as they appear in "SavedAddresses."
    2. Enter your data below each column.
      1. Ensure both required fields are filled and column order matches.

Step 3: Saving & Uploading

  1. We will now save your completed workbook as a .CSV file.
    1. Select File -> Save A Copy/Save As -> Click the File Type dropdown -> Select .CSV (Comma delimited) -> Save.
    2. You have now saved your workbook as a ready-to-upload .CSV file.
  2. Head back over to the MyRoute software and navigate back to the secondary template/upload menu (see Step 1, #3).
    1. This time, select "Choose File."
    2. Select your recently saved .CSV from the last step.
    3. Click "Submit CSV File" to upload your saved addresses.

Step 4: Adding Saved Addresses to Routes

  1. Let's add a Saved Address to one of your routes now. Navigate back to the first Saved Address pop-up menu (see Step 1, #1-2).
    1. If it opens the Select Address CSV Upload menu, click "Cancel" and reopen.
  2. Select one of your Routes from the Route Select drop-down.
  3. Use the Address drop-down to add one or more of your newly saved addresses to the selected route.
  4. When finished, click "Submit" to save route.
















Now you know how to save your frequently used stops for quick & easy route creation in the future!

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