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Importing Customer Files-ENVISION5 QuickStart (US)

You can import customer files into ENVISION5. You can upload a file of customers with address information or coordinate information. The process itself does not differ much, other than specifying the fields that contain that information.

There are four steps in the process of importing a customer file:
1. Upload the file
2. Specify the file properties
3. Specify the geocode settings
4. Specify any additional fields (optional)

To import a customer file with address information into ENVISION5, the file needs at minimum, either an address, and city/town, and state or a 5 digit ZIP Code for each customer record.

To import a customer file with coordinate information into ENVISION5, the file needs at minimum, both a longitude and latitude coordinate.

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