Delete a Location From a Dataset

Deleting a location from a dataset that was created from an Excel spreadsheet is very easy. Just follow these very easy steps:

  1. Log in to your Mapline account.
  2. Click “My Data Sets.”
  3. Check the box beside the location you want to delete.
  4. Click the “DELETE” button at the top of the page.
  5. A notification will appear “This will permanently delete this dataset from you account. Are you sure you want to continue?”
  6. Click “OK.”

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Custom Territory Mapping with Mapline

Mapline offers a lot of fantastic features to help you analyze your Excel location data. One of these features is territories. With Mapline, you have the option to use a multitude of existing territories as well as creating custom shapes on your map. Want to understand the advantages of each of these methods? We’ve got you covered.

Available Existing Territories – How to Use Territory Mapping Software

Mapline offers territories for dozens of countries, from Afghanistan to Zimbabwe and everything in between. You’re able to select your chosen country or continent and narrow down from that level. Examples of existing territories include: Australian local government areas, postal codes, states and territories and suburbs; China provinces; UK counties, countries, postcode areas, postcode districts and regions; and US zip codes, Census tract maps, congressional districts, area codes and school districts. Find a full list of Mapline’s available territories here.

As you can see, territories vary widely. Using our existing territories is best when you want to analyze your company’s location data in relation to your customers’ own lives and reality. For example, if you want to understand demographic factors associated with customers, you might plot customer addresses and overlay a territory as broad as states or as granular as US Census tracts to view distinct groups of populations and analyze their behavior.

Draw on a Map for Custom Map Making

If, however, you wish to analyze data based on your company’s own indicators, you can use our custom territory mapping to draw a circle on a map (or square or other shape – including irregular shapes) to represent your internal boundaries or delineated sales territories. You’re also able to click on your shape to then see a list of all the addresses located within the shape.

This feature is especially helpful for analyzing sales territories to determine reps’ workload and distribution of both clients and sales personnel.

And there you have it – when to use existing territories and when it’s best to draw on a map to create your own custom shapes. It’s that simple! Want to know what else you can do with Mapline? Browse our features.

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Using the Excel Add-In

Downloading the Excel Add-in

Mapline has an add-in for Excel that makes it even easier to create powerful maps. The only requirement to download it is to be a paying user. To starting using the add-in, follow these steps:

  1. Go to the Excel Add-in page to download the add-in.
  2. Follow the steps in the light-box that appears.

Once you’ve downloaded the add-in, you’re ready to start building and updating maps and data sets in Excel. You have three different options available through the add-in: Upload, Replace, and Download.

Upload a data set directly from Excel

Mapline has made it so easy to upload data that you don’t even need to copy and paste your data to create a data set! You can do it all from Excel by following these steps:

  1. Open a spreadsheet in Excel.
  2. Select the data you want to upload and include the headers.
  3. Click the “Mapline” option in your Excel ribbon.
  4. Select the “Upload” option.
  5. Follow the steps in the light-box that appears.

Replace your data set from Excel

If your data set is constantly getting updated, then you can replace your old data from Excel with the newest version to always have up-to-date data on your maps. The replace option will delete the old version of your data set, and you won’t be able to retrieve it from Mapline. So be sure that you have a copy on your computer if you don’t want to lose the data. To replace your data set:

  1. Open a spreadsheet in Excel.
  2. Select the data you want to upload and include the headers.
  3. Click the “Mapline” option in your Excel ribbon.
  4. Select the “Replace” option. (Reminder: This will delete the old version of your data set, and you won’t be able to retrieve it.)
  5. Follow the steps in the light-box that appears.

Download your data set from Mapline directly to Excel

If you make changes to your data set within Mapline, then you can download that data set using the add-in. This will allow you to always have the current version of your spreadsheets on your computer. To download a spreadsheet using the Excel add-in:

  1. Open Excel.
  2. Click the “Mapline” option in your Excel ribbon.
  3. Select the “Download” option.
  4. Follow the steps in the light-box that appears.

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The Mapline API allows you to integrate your systems with Mapline. The API Documentation has all of the information and documentation needed to use Mapline’s API. Please contact us if you are interested in learning more about Mapline’s API pricing plans and gaining access to Mapline’s API solutions.

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XML Data Feed

The XML Data Feed will allow you to automate the process of uploading your data onto Mapline. This feature is available to users on the Enterprise plan. All you will need to do is follow these four simple steps:

  1. The first thing that you will do is request a Feed API Key from Mapline. Just fill out the Contact Us Form and let us know you’re looking for a Feed API Key. You will need to give this to your IT team so that they can use it in Step 2.
  2. Now you need to format your data into XML, but don’t worry because this is simple for your IT team. The XML Documentation is all that your IT team will need. Be sure to let your IT team know what data you would like to be sent to Mapline.
  3. Lastly, you will need to decide with your IT team how you’re going to transfer the data to Mapline:
    • Send the data to Mapline via SFTP.
    • Mapline retrieves the data via SFTP.
    • Post your data on a public URL and provide Mapline with the URL to retrieve the data.
  4. Then you will need to reach out to Mapline. All Mapline needs to know is which of the following ways you have decided to use to send your data and how frequently you will transfer it. Then, Mapline will work with your IT team to make sure that the XML is working properly.

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