How-To Guide

If you haven’t already, log in to your new Mapline account.

Here, you can fine-tune your account settings, set your desired password, and begin uploading your data.

When you log in for the first time, you’ll see various libraries like Datasets, Views, Maps, Reports, Charts, Dashboards, and Forms. These sections are empty now, but they will store your data and visualizations as you create them. Alternatively, click the Mapline logo for some quick shortcuts.

At the top-right corner of your screen, you’ll also see some helpful menus: Help, What’s New, and your Profile. These menus help you stay in touch with our team, stay informed about software updates, and personalize your Mapline experience.

Now that your account is active, you have the power to unveil insights hidden within your data.

Here are some quick ways to get started right now:

• Add Your First Dataset: Datasets are the core of all Mapline visualizations and functions. Upload your data in seconds so you can start leveraging it in new ways.
• Add Your First Map: Turn your data into an insightful map that helps you see your data like never before! It takes less than one minute to create your first map.

Once you’ve uploaded your data and created your first map, the options are limitless! Here are some common ways customers start using their data right off the bat:

• Create Map Territories: Define regions or territories to manage your business even more efficiently.
• Optimize Routes: Plan the most efficient routes for your sales teams, deliveries, or field operations.
• Collect Data: Easily gather location-based information from your customers or teams in the field.

Did you catch that? You can map multiple locations at once just by copying and pasting from a spreadsheet. Incredible!