Import multiple stops from Excel

Reading Time: 4 minutes

Updated on: January 14, 2026

Reading Time: 4 minutes

Zeo allows you to add stops easily.

You get a wide range of options to import the addresses to the app. Adding stops via excel file uploading is one of the ways to add stops. Using this many addresses can be added at once without typing it in the search box. This is particularly beneficial for businesses managing multiple delivery routes, service calls, or inspection schedules. Whether you’re running a pool service operation, managing auto parts delivery runs, or coordinating home inspection schedules, the Excel import feature streamlines your route planning process significantly.

The Excel import functionality in Zeo Route Planner is designed to handle various business scenarios efficiently. Field service companies often have dozens or even hundreds of stops to plan daily, and manually entering each address would be time-consuming and prone to errors. By uploading an Excel file, you can import complete customer information including addresses, contact details, service notes, and time windows all at once.

Benefits of Using Excel Import for Route Planning

The Excel import feature offers several advantages over manual entry methods. First, it dramatically reduces the time spent on data entry, allowing you to focus on actual route optimization and customer service. Second, it minimizes human errors that commonly occur when typing addresses manually. Third, it allows for easy integration with existing customer databases and CRM systems.

Many businesses maintain their customer information in spreadsheets or export data from other systems. The Excel import feature bridges this gap seamlessly, allowing you to leverage existing data without duplicate work. This is especially valuable for seasonal businesses or those with fluctuating customer bases.

Preparing Your Excel File for Import

Before importing your stops, it’s crucial to properly format your Excel file. The file should contain all necessary information in clearly labeled columns. Essential data includes customer names, complete addresses (including city, state, and ZIP codes), phone numbers, and any special delivery or service instructions.

Consider including additional fields that can enhance your route planning, such as preferred time windows, service duration estimates, priority levels, or customer type classifications. This additional information helps Zeo’s optimization algorithms create more efficient and practical routes.

Follow these simple steps to add stop by uploading an excel file containing all the information of addresses

• Open Zeo route Planner App on your phone and go to “History” Tab
• Press ” + Add New Route”
• Click on the “3 dots” (…) icon on the upper right corner.
• Select “Download sample report” and click open.
• Fill all the columns with necessary details and save.
• Click on “Import Stops” and press ” Browse files on your phone to upload” and select the excel file or paste the spreadsheet URL.
• Click “Upload”
• Tap on the columns to modify them if needed.
• Click on “Proceed”
• Select start and end location
• Click on “Save and Optimize”

Tips for Successful Excel Import

To ensure smooth import process, follow these best practices. First, always use the sample report as a template to maintain proper column formatting. Second, double-check address accuracy before uploading, as incorrect addresses can affect route optimization. Third, include as much relevant information as possible in your Excel file to take full advantage of Zeo’s planning capabilities.

When preparing large files with hundreds of stops, consider breaking them into manageable chunks or organizing them by geographic regions. This approach can help with both upload performance and route management, especially for businesses operating across multiple service areas.

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Common Use Cases for Excel Import

The Excel import feature serves various business types and scenarios. Delivery services use it to upload daily order lists, field service companies import work orders and maintenance schedules, and sales teams upload prospect lists for territory planning. The flexibility of the Excel format accommodates different data structures and business requirements.

Many users find this feature particularly valuable when integrating Zeo with other business systems. For example, exporting customer data from a CRM system and importing it into Zeo creates a seamless workflow from customer management to route execution.

Troubleshooting Excel Import Issues

If you encounter issues during the import process, start by verifying your file format and structure. Ensure all required columns are present and properly labeled. Check for special characters or formatting that might interfere with the upload process. If addresses aren’t being recognized correctly, verify they include complete information including city, state, and ZIP code.

Remember that the column mapping step allows you to adjust field assignments if your Excel file doesn’t match the expected format exactly. Take time to review and confirm the mapping before proceeding with the import.

Frequently Asked Questions

What file formats can I upload to import stops into Zeo Route Planner?

Zeo Route Planner accepts Excel files (.xlsx and .xls formats) for stop imports. You can also paste spreadsheet URLs if your data is stored in cloud-based spreadsheet applications. The system is designed to work with standard Excel formatting, making it easy to upload data from various sources.

How many stops can I import at once using an Excel file?

While there’s no strict limit mentioned, it’s recommended to organize large datasets into manageable chunks for optimal performance. If you have hundreds of stops, consider breaking them into geographic regions or daily routes to make the planning process more efficient and the routes more practical to execute.

What information should I include in my Excel file for the best route optimization?

Include complete addresses (street, city, state, ZIP), customer names, phone numbers, and any special instructions. Additional helpful information includes service time windows, estimated service duration, priority levels, and customer types. The more relevant information you provide, the better Zeo can optimize your routes.

Can I modify the imported data after uploading my Excel file?

Yes, during the import process, you can tap on columns to modify them as needed. After the import is complete, you can also edit individual stops within the route. This flexibility allows you to make adjustments without having to restart the entire import process.

What should I do if some addresses in my Excel file aren’t being recognized correctly?

First, ensure your addresses include complete information (street address, city, state, ZIP code). Check for typos or formatting issues in your Excel file. If problems persist, you can edit individual addresses during the column mapping step or after the import is complete. Using the sample report template helps ensure proper formatting from the start.