Different ways to add stops to a route

Upper Route Planner gives you more than one way to get stops onto a route. Each method fits a different starting point — typed addresses, a spreadsheet, your saved Contacts, an API-connected Tasks workflow, or stops copied from an existing route. You can mix methods on the same route as needed.

Picking the method that matches how your stop data already arrives saves time per route and keeps your address list clean.

Before you start

• Open or create a route plan. From the left sidebar, go to Plan > Route Plan, then click + Create Route to start a new plan, or open an existing one.
• Have your addresses ready in whatever form they come in — a list to type, a spreadsheet to upload, saved contacts, or another route to copy from.

The methods at a glance

Method 1: type addresses manually

Type each address into the route builder one at a time. On a new route, click + Add Stop Manually; once a route already has stops, use the green + menu at the top of the stops table and choose Add Stops (or Add Stops (With Details) to capture more than just the address).

Best for: ad-hoc additions, last-minute stops, and small routes. For the full walkthrough, see Add stops manually.

Method 2: import a spreadsheet

Upload a file of addresses and stop details. Upper accepts .xls, .xlsx, and .csv files, and there's a Download the Sample link if you want a template to match.

There are two ways to start an import, and both use the same import engine (your column mappings are saved either way):

• Import with Preview — upload, then map and validate your columns before the stops are added. This is the recommended option.
• Import File — drag and drop a file to import using your saved column mappings.

Once a route has stops, you'll find Import Stops and Import Stop With Preview in the green + menu at the top of the stops table.

Best for: getting many stops onto a route in one go from an external system.

Method 3: from Contacts

If you keep a saved list of customers in Contacts, you can build a route from those records instead of retyping addresses. Saved contact details carry over with each stop.

Best for: recurring customers and routes built from a stable customer base. For the steps, see Add stops from contacts.

Method 4: from Tasks

If you use Upper's Tasks — for example, jobs fed in from another system through an integration — you can build a route from selected tasks rather than entering stops by hand.

Best for: automated, integration-driven dispatch.

Method 5: copy from an existing route

If today's route looks a lot like one you've already built, copy it instead of starting over. Open the route's Action (…) menu in the My Route Plan list and choose Duplicate Route. Upper creates a copy named Copy [route name] that you can then edit.

Best for: recurring daily or weekly routes. For details, see Copy stops from an existing route.

What happens after you add stops

Adding stops doesn't put them in order. When you're ready, use the floating buttons at the bottom-right of the map:

• Optimize Route to sequence the stops (and to plan across multiple drivers).
• Quick Share to send a single-driver route in the order you entered it, without optimizing.

Troubleshooting

If stops still won't add correctly, contact support@upperinc.com.

Related

• Add stops manually
• Add stops from contacts
• Copy stops from an existing route
• Use GPS coordinates instead of addresses
• Create a new route plan