TravRoute Pocket PC 5 manual Importing Custom Places, Steps for Importing

Importing Custom Places

CoPilot’s Custom Place Import Wizard enables you to import addresses from your Outlook Contacts database, an Excel file, or text file. (If you are using another type of database or contact manager, you can export your contacts/ locations to an Excel or text file before importing them into CoPilot.) These points are then added to CoPilot’s POI database in a category and type of your choice (the default category is “Custom”). Once they are in the database, they are displayed on maps as pushpins and included in search results when you search for points of interest on your Pocket PC or in the Trip Planner window on your desktop/laptop.

NOTE: CoPilot now allows importing of multiple POIs with the same name (e.g. an entire database of “Starbucks”).

To access the Wizard, choose Import Custom Places from the Tools menu in Planning Mode on the desktop, then follow the step-by-step instructions given by the Wizard.

Steps for Importing:

1. In Planning Mode on your desktop/ laptop, choose Import Custom Places from the Tools menu to open the Import Custom Places Wizard.

2. Choose Import from Microsoft Outlook or Import from an

existing file (this can be a .txt text file or an Excel file). Click Next.

3. In the next Wizard screen, type the path to the file you want to import or Browse for it, and use the Category pick list to indicate a POI category for your imported places (by default they are assigned to “Custom”). You can also choose a Type from the pick list. To edit the type name, highlight it on the pick list and click Edit Type Name below. Click Next when ready.

4.In the next screen you'll see the data from your file sorted into columns. If the columns you see in the screen have not sorted the address data correctly, you need to indicate which delimiter CoPilot should recognize when it separates the fields in your file into columns. Each field — e.g. name, street address, city, state, etc. — needs to be separated by a delimiter such as a tab, semicolon, or comma. If your file uses a delimiter other than a comma, tab, or semicolon, click Other and type the delimiter in the box to the right. If the first row of your file consists of column headings, you should check Column headings in first row. Click Next when ready.

5.Now, following the instructions on the screen, click each column heading and match the column headings with your data. To be accepted by CoPilot, each import- ed place must have at least four fields: Name, Address1, City, and State. Click Next when ready.

6.In the next screen, following the instructions, you can assign a name to the set of columns you just defined to save you time the next time you import addresses.

To skip this step, uncheck Save the columns as a new set. Click Finish.

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