Badger allows you to upload as many customer lists as you wish, provided that you’re not exceeding your plan’s account limit in total. This article will walk you through importing additional data sets into your Badger Maps account.
3. Click Upload, and choose the Excel or CSV (.xls or .csv) file that you wish to import.
4. Just like your first upload, you’ll need to choose the address details. You can either select Address, Lat/Long, or Both, then hit Next.
5. If you’re using an Address, you’d need to select whether they’re written in Single or Multiple columns on your spreadsheet. Click Next to proceed to the next step.
Here’s what a single address column looks like:
And here’s what a multiple address column looks like:
6. Assign the address headers to the appropriate fields. If a field should be blank, choose Not Applicable from the drop-down list then click on Next.
7. The next step will be assigning the info to the right fields. Choose the Account/Customer Name you prefer, and click Next.
8. The app will also ask you to assign appropriate fields for Phone, Email, Notes, and Unique IDs. You can select Not Applicable from the drop-down list if a field is blank. Click Next after selecting the fields.
Note: We strongly recommend having a Unique ID for any updates to your data. However, if you don't have any, Badger Maps automatically generates one, and you can export them once the data is uploaded.
9. After selecting the fields for phone, email, etc., the app will show you a list of your spreadsheet headers.You’d have to choose which of those should be included in the import as custom fields. You’ll notice that there’s a green arrow if a header is already an existing custom field. Please note that the app allows up to 30 custom fields.
10. To choose, click on each field and select Create New Field if you’d like to include it on the upload. Click Don’t Import if it shouldn’t be included.
11. Then select if the data on that field should be Text or Numeric. For example, Text field would be used for something like “Specialty”, where a Numeric field would be used for something like, “Sales YTD”. Click Next when you’re done selecting.
12. Before mapping, the app will show you a summary of how many accounts and custom fields are being imported. Just click on Map It! to confirm that all details are correct.
13. Your data set will be uploaded within a few minutes depending on the size of your file. Once completed, you will see a summary of the accounts successfully imported. If there are accounts that failed to upload, you’ll see a Download button where you can download the list of the unmapped accounts. Once you’ve updated the list, you can go ahead and reimport it.
You can also undo your import should you have a change of heart. Click here to learn how.