ALK Technologies CoPilot Live Smartphone - Manual (Page 14)

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 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 win-
dow 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:
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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 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 delim-
iter such as a tab, semicolon, or
comma. If your file uses a delimiter
other than a comma, tab, or semi-
colon, 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 imported
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.