Preparing your sales data for upload to eSpatial is really easy, just follow these top tips to prevent any errors.
eSpatial helps you to visualize your sales data on a map. All eSpatial needs is some location information. Preparation of this data is key to ensuring a quick and successful upload. There isn’t much work to do as many CRM, ERP or POS exports are formatted correctly but it is always worth double checking the data is prepared correctly in advance of uploading.
You can import two types of data into eSpatial.
- Points Data – for example, sales data, employee data, office locations or any data that you want to appear as points on a map. This data can be in address or coordinate formats.
- Boundary Data – for example, sales territories which you want to be displayed as bordered geographic regions.
You can upload your data in the following ways
- Manual Upload
- Salesforce Integration
- Data Upload Tool
- Data API
6 Top Tips to Prepare Your Sales Data for Upload
1: Make Sure It is Saved in the Correct Format
Preparing your data for eSpatial is really easy. It’s a matter of exporting your data to CSV or excel (xls or xlsx)format from wherever you store it..
2: Make sure your data is in the first sheet in the file
The eSpatial uploader will only recognize data in the first worksheet of your CSV or excel file.
3: Makes sure your column headers are in the first row
eSpatial will only recognize the first row of your spreadsheet as the header row.
4: Make sure each column has a unique header.
This is used to determine if the data can be used as a location and later as a field name in your datasets.
5: Make sure your address data is in the file.
Make sure that there is a column or columns with only location data in it. While you don’t have to split your address into different columns for Country, State, County, City etc, you will find that it will help with filtering later in your map creation and analysis. If you are using coordinates, you should have this in place of the address information.
6: Ensure each column only contains one data type.
This means to ensure that your columns are formatted for the data type they include. This is so that it can be formatted correctly in the eSpatial table and information boxes.
With eSpatial, you can convert your overwhelming spreadsheet data into one easy to understand map visualization in a matter of minutes. Once you have the data plotted on a map, it takes seconds to run various analysis to start deriving insight from your data which you can share immediately within your organization using a live interactive map.