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Importing Data

Import data using My Data

Written by Maddie Wolfe

Importing data can be essential when you have a robust amount of data already available and don't want to re-create all of this data manually. 

If you are looking to update or import new data for location/customer data, please contact your account manager so they can assist with either our location importer or receiving and standardizing the data into SCOUT for you. 

You do have the ability to import pushpins, polygons, or areas of interest data through our import feature within My Data. We can also activate location uploading for you upon request. If you are looking to create a thematic based on zip codes, click here. Your data can be imported through this feature into multiple separate categories.

To begin this process navigate to the 'My Data' section located along the top banner and select the 'Import' button. This will allow you to import into multiple sections to import either point based or geography based data. The guide below will review each section specifically.

Now navigate to the appropriate section you'd like to import into below. Keep in mind point based data (address or latitude/longitude) can be imported into locations, pushpins, or areas of interest and geography based data (ESRI Shape files) can be imported into territories/custom polygons or areas of interest.

Importing data that require Geocoding

  • The limit applies only to point based files that require geocoding

  • The limit on the number of records per import is 5,000

  • The limit applies per file

  • An error message will appear if the user uploads a file that exceeds the limit

Locations

Organizing your data

Accepted file types: xlsx, xls, csv (Max size 250 records)
​Required data:

  1. Address Only (no latitude/longitude included) - Location number, address1, city, state (2 letter abbr.), zip

  2. Geospatial Information - Location number, latitude, longitude

Optional Columns:

  1. Address Only (no latitude/longitude included) - actual sales, actual volume, address2, address3, close date, comments, email, employee count, fax, latitude, longitude, manager count, name, open date, phone, performance sales, sales margin, square footage, target sales, website, workflowid, zip4

  2. Geospatial information - actual sales, actual volume, address1, address2, address3, city, close date, comments, email, employee count, fax, manager count, name, open date, phone, performance sales, sales margin, square footage, state, target sales, website, workflowid, zip, zip4

All Other Columns: Any other columns will be added as additional columns upon import

Importing your data

  1. Click on import data near the top right and select Locations.

  2. Select either Latitude/Longitude or Addresses (SCOUT will geocode your addresses for you, currently built for USA geocodes only).

  3. Name the layer as it will display in SCOUT by either selecting an existing type to override or create a new type. NOTE: this will delete and replace the current layer, not add to it if selecting a current layer.

  4. Select an icon if this is a new layer or simply click and drag the file or click in the shaded box to find the file for upload.

  5. Verify your column headers. The required columns must all be mapped to your appropriate columns. The Location number is a unique identifier and should not repeat in any other types. You can map additional fields to the optional columns if you choose or allow them to fall under the "other columns" section. Now audit your data.

  6. Auditing your data is separated into 3 sections.

    ‘Locations to be added’ are new locations in the selected file that were not previously found within this location type. Any locations with a unique identifier not found in the existing location type data will be added as a new location.

    ‘Locations to be removed’ are previous locations that are not present within the current upload file. Any locations not included in the new file with the same unique identifier as before will be removed.

    ‘Locations to be updated’ were matched within both the previous location data and the new upload file. Any data associated with these locations will be updated accordingly.

You will receive a notification when the data has all successfully imported and can immediately view it via My Data by clicking on the notification or view your new layer in SCOUT.

Pushpins

Pushpins are a visually impactful way to group and assign data points across specific locations. This feature supports users for tasks like planning logistics, analyzing zones, and generating custom data reports efficiently.

Organizing your data

Accepted file types: xlsx, xls, csv (Max Size 10MB)
​Required Columns: 

  1. Address Only (no latitude/longitude included) - name, address1, city, state (2 letter abbr.), zip

  2. Geospatial Information - name, latitude, longitude

Optional Columns: 

  1. Address Only (no latitude/longitude included) - address2, address3, zip4, country, phone, fax, email, website, latitude, longitude, comments

  2. Geospatial information - address1, address2, address3, city, state, zip, zip4, country, phone, fax, email, website, comments (if Address information is included it will be used for the information window and display here)

All Other Columns: Any other columns will be removed on import

Importing your data

  1. Click on import data near the top right and select Pushpins.

  2. Select either Latitude/Longitude or Addresses (SCOUT will geocode your addresses for you, currently built for USA geocodes only).

  3. Name the layer as it will display in SCOUT and select an icon. Next, either click and drag the file or click in the shaded box to find the file for upload.

  4. Verify your column headers. The required columns must all be mapped to your appropriate columns. You can map additional fields to the optional columns if you choose. 'Import' you data!

You will receive a notification when the data has all successfully imported and can immediately view it via My Data by clicking on the notification or view your new layer in SCOUT. After importing, you can also manually adjust or reposition individual pushpins on the map for more accurate or customized data visualizations.

Territories

Organizing your data

Accepted file types: Compressed zip file comprised of an ESRI Shape file (requiring .dbf, .prj, .shp, .shx) (Max Size 10MB) .shp files must contain a polygon
​Required Columns: name
​Optional Columns: datavalue, displaylabel, displaylabellatitude, displaylabellongitude, franchiseusername, fracnshiseuserphone,franchiseuseremail, franchiseusertitle, franchiseuniqueid, franchiseunitspurchased, franchiseunitsopened, franchisepurchaseamount

All Other Columns: Any other columns will be removed on import

Importing your data

  1. Click on 'Import' data near the top right and select Territories.

  2. Name the layer as it will display in SCOUT and select a default color. Either click and drag the file or click in the shaded box to find the file for upload.

  3. Verify your column headers. The required columns must all be mapped to your appropriate columns. You can map additional fields to the optional columns if you choose. 'Import' you data!

You will receive a notification when the data has all successfully imported and can immediately view it via My Data by clicking on the notification or view your new layer in SCOUT.

Areas of Interest

Organizing your data

Accepted file types:
​Points - .csv, .xlsx, .xls (Max Size 10MB)

Geographies - Compressed zip file comprised of an ESRI Shape file (requiring .dbf, .prj, .shp, .shx)

Required Columns:
​Points

  1. Address Only (no latitude/longitude included) - name, address1, city, state (2 letter abbr.), zip

  2. Geospatial Information - name, latitude, longitude

Geographies

  1. Name

Optional Columns: No optional columns will be mapped, see "All Other Columns" section below

All Other Columns: Any other columns will be added into SCOUT and are viewable through the information window on your locations. If your columns are labeled specifically "name", "address1", "city", "state", or "zip" then the field will show up in your information window when clicked.

Importing your data

  1. Click on 'Import' data near the top right and select Areas of Interest.

  2. Select to import either Points or Geographies.

  3. If points, select either Latitude/Longitude or Addresses (SCOUT will geocode from your addresses for you, currently built for USA geocodes only).

  4. Choose to place your new data within the "Global" folder or create a new folder by selecting "Add Folder". The Global folder and any sub folders within it will make the data available for all users within your company. Any folders outside of the global folder will only be available for you to view using your user specific user credentials.

  5. Name the layer as is will display in SCOUT as well as select an icon/color for your layer and either click and drag the file or click in the shaded box to find the file for upload.

  6. Verify your column headers. The required columns must all be mapped to your appropriate columns. Additional data will be added into the "more" option on your info window. 'Import' you data!

You will receive a notification when the data has all successfully imported and can immediately view it via My Data by clicking on the notification or view your new layer in SCOUT.

Following up reading...

Learn how to Import Thematics to Areas of Interest
Learn how to edit your layers once you have imported them
Return to My Data articles

Tags:

Data Visualization, Data, Importing Data, Data Import, Importing, Import, Impo, My Data, Locations, Territories, Pushpins, Areas of Interest FAQs on Pushpins:

Frequently Asked Questions:

  • Manual adjustment of pushpins is supported individually but not in bulk.

  • Pushpin data formats include CSV and Excel files adhering to Buxton's structure.

  • Pushpin movements and imports automatically save data.

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