How To Import Excel in Zeo Route Planner

Reading Time: 7 minutes

Updated on: January 3, 2026

Reading Time: 6 minutes

Zeo Route Planner provides various features that help you to grow your delivery business. Yet, there is one important feature needed in the field of last-mile delivery where you want to add many delivery addresses at one go.

Zeo Route Planner allows you to import excel with hundreds of addresses from the local storage of your device, as well as third-party cloud-based storage services. So, now you can comfortably plan your route without relying on stationary computers or adding numerous addresses manually. We value our customers, and thus, we at Zeo Route constantly strive to bring out the features that help you work in a serene environment.

This Excel import feature is particularly valuable for businesses that handle multiple deliveries daily, such as field service companies, delivery services, and service technicians. Whether you’re managing HVAC technician routes or coordinating pest control service schedules, importing your customer data from Excel streamlines your entire route planning process.

You can also import address using image capture/OCR and QR/Bar code scan in the Zeo Route Planner app.

So, let’s see the procedure for importing excel into the Zeo Route Planner app.

Get help in importing excel files in the Zeo Route Planner app.

Download the Sample Excel

Zeo Route Planner provides you a sample excel file for your reference. To download the sample file, click on the 3 dotted “Menu” button placed on the right corner directly opposite the date section. After that, tap on the “Download Sample Excel” button to download the sample file.

Using the sample Excel template ensures your data is formatted correctly and prevents common import errors. The template follows industry-standard formatting that works seamlessly with Zeo’s import system, saving you time and reducing the likelihood of formatting issues that could delay your route planning.

Formatting your Excel

To plan your route, you’ll need to include some basic data, so let’s start with 4 columns, which include “Name,” “Address,” “Contact,” and “Notes.”

• In the Name column, you can put either your customer name or their business name.
• The Address column should contain your customers’ full address, which usually includes the street number, street name, city, and zip or postal code.
• The Contact column consists of the phone numbers of your customer.
• The Notes column allows you to add special delivery instructions, service requirements, or any other relevant information for each stop.

You can also add longitude and latitude along with the start and end time as per your requirements. Including time windows is particularly useful for businesses that need to schedule appointments or have specific delivery windows. For service-based businesses, adding service duration estimates helps create more accurate route schedules.

When formatting your Excel file, ensure that addresses are complete and properly formatted. Incomplete addresses can lead to geocoding errors, which may result in incorrect route optimization. It’s also recommended to use consistent formatting throughout your spreadsheet to maintain data integrity during the import process.

Now you are done with the excel part and can move forward with the route planning.

Importing the Excel

To upload an excel with addresses from your mobile storage (Android or iOS devices) or as per preferred cloud-based storage services like google drive, dropbox, etc., navigate to the “On Ride” section and tap on the “Add New Route” button.

The import process is designed to be user-friendly and works across multiple platforms. Whether you store your customer data on Google Drive, Dropbox, or directly on your device, Zeo Route Planner can access and import your Excel files seamlessly. This flexibility is especially important for businesses that use cloud-based customer relationship management systems or need to access route data from multiple devices.

After that, go to the “Import Stops” tab from where you can import your excel.

Now, go through the local storage to locate the excel file you want to import into the app. After that, you have to select the column(s) that you want to add and then click on the “Import” button to move forward.

The column selection feature gives you control over which data fields to import, allowing you to customize your route planning based on specific business needs. This selective import capability helps keep your route data clean and relevant, focusing only on the information necessary for your particular delivery or service requirements.

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Adding Additional Field

You can also select the Additional Field that you want to import. After selecting the Additional Field, tap on the “Import” button to finalize the process.

Additional fields can include priority levels, service types, special equipment requirements, or customer preferences. These extra data points enhance route optimization by providing the algorithm with more information to make better routing decisions. For example, if you include service duration estimates, the system can account for varying appointment lengths when calculating optimal routes.

Once the excel sheet is uploaded, all the addresses you have mentioned in excel automatically gets decoded and is displayed on the “On-Ride” section. You can add or delete the stop(s); also, you can adjust the route as per your priority. Now add “Start Location” and “End Location” and tap on “Save and Optimise.”

The geocoding process happens automatically in the background, converting your address data into precise geographic coordinates. This ensures accurate route calculations and helps identify any potential address issues before you begin your route. You maintain full control over the imported stops, allowing you to make manual adjustments based on real-world factors like traffic patterns, customer preferences, or operational constraints.

Once the route is optimized, tap on the “Navigation” button to navigate via third-party applications like google maps or others as per your preference. After tapping on the Navigation button, you will be directed towards the third-party Navigation app.

The integration with popular navigation apps like Google Maps ensures you get real-time traffic updates and turn-by-turn directions while following your optimized route. This seamless transition between route planning and navigation eliminates the need to manually enter addresses into separate navigation apps, saving valuable time during your delivery or service runs.

A pop-up overlays on your screen, which you can move accordingly on your screen. By tapping on that pop-up, you can get the detail of the stop you are reaching next, which includes the address, customer name, and notes.

Pop-up Overlay

The pop-up also has “Done”, “Skip” and “Call” button

• When you have reached the stop, click on the “Done” button to detail the next stop.
• If you want to skip the stop and move to the next stop, click on the “Skip” button.
• You can also call the customer without going back to the app by just clicking on the “Call” button.

This pop-up is actually made to speed-up the process and provide more comfort and convenience. The overlay design ensures you can access critical stop information without switching between apps, maintaining focus on safe driving while having instant access to customer details and contact information when needed.

Frequently Asked Questions

What file formats can I import into Zeo Route Planner?

Zeo Route Planner supports Excel files (.xlsx and .xls formats). The app also provides a sample Excel template that you can download to ensure your data is properly formatted before importing.

How many addresses can I import at once using Excel?

You can import hundreds of addresses at once using the Excel import feature. The exact limit depends on your device’s memory and processing capabilities, but the app is designed to handle large datasets efficiently for businesses with extensive delivery or service routes.

What should I do if some addresses fail to geocode during import?

If addresses fail to geocode, check that they include complete information: street number, street name, city, and zip code. Make sure addresses are formatted consistently and don’t contain special characters or abbreviations that might cause confusion. You can edit problematic addresses directly in the app after import.

Can I import time windows and service durations from Excel?

Yes, you can include start times, end times, and service duration information in your Excel file. These additional fields help create more accurate route optimization by accounting for appointment windows and varying service times at each stop.

Is my imported Excel data stored securely in the app?

Yes, your imported data is stored securely within the app. Zeo Route Planner follows industry-standard security practices to protect your customer information and business data. You can also delete routes and associated data from the app when no longer needed.