Importing Locations

Location files can be imported through one of the following options:
Import Locations Using Address Information
Import Locations Using Coordinates

Please see the following video for an overview.

                                                                                                                                                                        

Import Locations Using Address Information
You can import large location files using address information. Examples of location files include stores, branches and dealers. 

Upload the File
Location Properties
Specify Address Information
Specify Additional Fields

Upload the File
Before importing your location, it is important that your file is formatted correctly. Please see How do I prepare data for importing files?

For example:

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1. In the side panel, click Import Data > Locations > Geocode Address.

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2. Drag and drop your location file into the upload box, or click the Add mceclip1.png button to browse for your file.

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Once a file has been placed in the box, the Add mceclip1.png button will change to the Upload mceclip0.png button.

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3. Click the Upload mceclip0.png button.

 

Location Properties 
The contents of your file will be available in the File Preview window. You can further adjust your file in the Properties section. 

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1. In the Dataset Name field, adjust the name of your location file.

2. In the Dataset Description field, add any necessary information about your location file. 

3. In the Name Field and Location ID Field, select the field that correlates to the nomenclature within your file.

4. Turn the Available in All Workspaces switch on or off as required.

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  • OFF means that this file is only available in the current workspace.
  • ON means that this file is available in every workspace.
 5. Click Next Step.

 

Specify Address Information
You may specify your address fields in the Address Information pane. The geocoding process will use the street address, city, Province/State and Postal Code/ZIP(+4) fields. Please ensure that your location has these four fields. 

1. In the Street Address Field section, click the field that contains the street address for the locations.

2. In the City Field list, click the field that contains the city.

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3. In the Province/State Field list, click the field that contains the appropriate Province/State.

4. In the Postal Code/ZIP(+4) Field list, click the field that contains the Postal Code/ZIP(+4).

ENVISION Canada Workspaces
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ENVISION USA Workspaces
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 5. Click Next Step.

 

Specify Additional Fields
You can choose to import any additional fields that you may wish to use later in your analysis. If your file includes fields like store size, product/service offerings, store layout, or URL, you may wish to include them here. Selecting the data type for these additional fields will display them as additional information in the attributes window on a map. For example, if you have a web site for each location, this column would be set with a URL type. This enables ENVISION to treat it as a link that can be clicked in the attribute window.

1. Set any field(s) for import by turning the switch ON.

2. In the drop-down list, click the appropriate data type for that field.

Note: You can upload up to 50 location characteristics. 

ENVISION Canada Workspaces
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ENVISION USA Workspacesmceclip17.pngmceclip19.png

3. Click Next Step.

A message will display indicating that you are finished, you will also receive a notification when the file becomes available for use.

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Your imported location(s) will be available in the Results page.

                                                                                                                                                                        

Import Locations by Coordinates
You can import large location files using coordinates (longitude and latitude). Examples of location files include stores, branches and dealers. 

Upload the File
Location Properties
Specify Coordinates
Specify Additional Fields

 

Upload the File
Before importing your location, it is important that your file is formatted correctly. Please see Data Preparation for Importing Files.

For example:

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1. In the side panel, click Import Data > Locations > Coordinates.

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2. Drag and drop your location file into the upload box, or click the Add mceclip1.png button to browse for your file.

mceclip5.png

Once a file has been placed in the box, the Add mceclip1.png button will change to the Upload mceclip0.png  button.

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3. Click the Upload mceclip0.png button.

 

Location Properties
The contents of your file will be available in the File Preview window. You can further adjust your file in the Properties section. 

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1. In the Dataset Name field, adjust the name of your location file.

2. In the Dataset Description field, add any necessary information about your location file. 

3. In the Name Field and Location ID Field, select the field that correlates to the nomenclature within your file.

4. Turn the Available in All Workspaces switch on or off as required.

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  • OFF means that this file is only available in the current workspace.
  • ON means that this file is available in every workspace.
5. Click Next Step

 

Specify Coordinates
You may specify your coordinates in the Address Information pane. Selecting the address information in this step will simply add it to the properties of the location and will not be used for geocoding. If your location file only has coordinates, there is no need to select address information in this step.

ENVISION Canada Workspaces

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ENVISION USA Workspaces

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1. In the Address Information section, select any of the fields containing address information for your locations.

2. In the Latitude (Y) Field list, click the field that contains the latitude (Y) coordinates.

3. In the Longitude (X) Field list, click the field that contains the longitude (X) coordinates.

4. Click Next Step.

 

Specify Additional Fields
You can choose to import any additional fields that you may wish to use later in your analysis. If your file includes fields like store size, product/service offerings, store layout, or URL, you may wish to include them here. Selecting the data type for these additional fields will display them as additional information in the attributes window on a map. For example, if you have a web site for each location, this column would be set with a URL type. This enables ENVISION to treat it as a link that can be clicked in the attribute window.

1. Set any field(s) for import by turning the switch ON.

2. In the drop-down list, click the appropriate data type for that field.

Note: You can upload up to 50 location characteristics. 

ENVISION Canada Workspaces
mceclip15.png
mceclip16.png

ENVISION USA Workspacesmceclip17.pngmceclip19.png

3. Click Next Step.

A message will display indicating that you are finished, you will also receive a notification when the file becomes available for use.

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Your imported location(s) will be available on the Results page. 

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