Download a sample import file
Download Upper's sample import file from the Add Stops tab. It includes every supported column with example data — the fastest way to format your stops.
Upper provides a sample import file you can download while adding stops to a route. The file lists every supported column with example data, so you can use it as a template and have your own spreadsheet map cleanly the first time you import.
Why this matters
The sample file is the shortcut to a clean import. When your column headers match the sample's headers, Upper recognizes each field automatically and you spend less time on the mapping step. Start from the sample and your first import goes faster; start from a blank sheet and you map every column by hand.
Before you start
- Plan requirement — The sample download is available on every plan.
- Where to find it — The download link sits on the Add Stops tab of a route, and also inside the import wizard.
Download the sample
Open a route
Go to Route Plan in the left sidebar, then open or create a route.
Go to the Add Stops tab
On an empty route, the Add Stops options appear in the center of the tab.
Click the sample download link
Click Download the Sample. A sample spreadsheet downloads to your computer.
You can also reach the sample from inside the import wizard. On the first step of Import with Preview ("Upload spreadsheet"), use the Download sample data link in the header. View example data on the same screen opens a reference table you can read without downloading anything.
What's in the sample file
The sample includes columns for the fields Upper can import, with example data in each one. Use it as a reference for the exact field names Upper expects. The columns map to these field groups:
| Group | Fields |
|---|---|
| Address | Address Line 1 (required), Address Line 2, City, State, Zip Code, Country |
| Contact | Full Name, Nick Name, Business Name, Country Phone Code, Phone, Email |
| Stop | Pin Color, Service Time, time windows (From / To), Stop Type, Parcel Count, Pre-Assigned Driver |
| Other | Notes |
The sample also accepts your own custom fields, capacity fields, and barcode fields as import columns once you've defined them in Settings. They appear as mappable targets during import.
Keep the column headers exactly as they appear in the sample. Auto-mapping is case-sensitive and order-sensitive — Full Name matches, while full name may not, and keeping your columns in the same order helps Upper remember your mapping. If headers don't match, you simply map the columns by hand once; nothing breaks.
The Pre-Assigned Driver field and the Stop Type options (Delivery / Pickup) may appear as Pre-Assigned Technician and Service / Pickup if your workspace is configured for technician/service labels. They are the same fields.
Turn the sample into your own file
Download the sample
Use the Download the Sample link as described above.
Open it in a spreadsheet app
Open the file in Excel, Google Sheets, or any spreadsheet tool.
Replace the example data
Delete the example rows, keeping the header row. Remove any columns you don't need.
Add your data
Type or paste your stops into the remaining columns. Address is the only field every stop must have.
Save the file
Save as .xlsx, .xls, or .csv — all three are supported.
Import with Preview
Import the file using Import with Preview so you can check and edit the data before it lands on the route.
Pick one address format and stick with it. You can put the full address in a single cell, put bracketed latitude,longitude in a single cell, or split the address across separate columns. Don't mix single-cell and multi-column formats in the same file.
Common scenarios
- First import of a new operation — Download the sample, fill in the columns you have data for, and leave the rest blank. Import, then add more fields over time as your data improves.
- Switching from another route planner — Export from your old tool, rename its columns to match Upper's sample headers, and save. Your import maps cleanly.
- A recurring daily export from a CRM — Match your CRM's export columns to Upper's sample headers once. Because Upper remembers the mapping, later imports of the same layout need little or no remapping.
Troubleshooting
Related
Change the pin color for stops
Set the map pin color of any stop in Upper to color-code by priority, stop type, or customer group so dispatchers read the map at a glance instead of every label.
Fix addresses that weren't found
Spot and fix Not Found stops in Upper after an import. Open the stop, correct the address, and let Upper re-check it so the stop is ready to route.