TravRoute CoPilot Live - Manual (Page 14)

- 12 -
Importing Custom Places
CoPilot’s Custom Place Import Wizard enables you to import addresses
from your Outlook Contacts database, an Excel fi le, or text fi le. (If you
are using another type of database or contact manager, you can export
your contacts/ locations to an Excel or text fi le 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 in the database, they are displayed on maps as pushpins and
included in search results when you search for points of interest on your
Smartphone 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 fi le (this can be a .txt or
an Excel fi le). Click Next.
3. In the next Wizard screen, type
the path to the fi le 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 fi le 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 fi elds in your fi le
into columns. Each fi eld — e.g.
name, street address, city, state,
etc. — needs to be separated by a
delimiter such as a tab, semicolon,
or comma. If your fi le uses a
delimiter other than a comma, tab,
or semicolon, click Other and
type the delimiter in the box to
the right. If the fi rst row of your
fi le consists of column headings,
you should check Column
headings in fi rst 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
imported place must have at least
four fi elds: 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
defi ned to save you time the next
time you import addresses.
To skip this step, uncheck Save
the columns as a new set.
Click Finish.