Import CSV and Excel files
Import stops into Upper from a CSV or Excel file. Use Import with Preview to map columns and check data, or Import File to drag and drop a spreadsheet.
Importing a spreadsheet is the fastest way to get a batch of stops onto a route in Upper. Instead of typing each address by hand, you upload a CSV or Excel file, tell Upper which column is which, and load every row at once. Upper offers two ways to do this from inside a route, and both run on the same import engine.
Before you start
- A file ready to import — a
.csv,.xls, or.xlsxfile with at least an address for each stop. - An open route — go to Route Plan, then open or create a route and select the Add Stops tab.
Not sure how to lay out your file? On the upload step, use View example data to see the expected columns, or Download sample data to start from a ready-made spreadsheet you can fill in.
Supported file formats
Upper accepts these spreadsheet formats for stop imports:
| Format | Extensions |
|---|---|
| CSV | .csv |
| Excel | .xls, .xlsx |
The two import methods
From the Add Stops tab you'll see two import options. They use the same import engine and both remember your column mapping — the difference is the screen you work in.
| Method | What it does |
|---|---|
| Import with Preview | Opens an "Upload spreadsheet" wizard that lets you preview and edit your data inline before importing. Recommended. |
| Import File | A drag-and-drop upload (the older interface, kept for some accounts). |
Either method works for any file. Import with Preview is the easier choice because you can see and fix your rows before they land on the route.
Import a file with Preview
Open the route and start the import
Go to Route Plan, open or create a route, and select the Add Stops tab. On an empty route, choose Import with Preview (or use the green + menu and choose Import Stop With Preview on a route that already has stops).
Upload your spreadsheet
In the Upload spreadsheet window, drag your file onto the drop zone or click Upload file. The .xls, .xlsx, and .csv formats are supported.
Select the header row
Upper shows your raw rows and asks you to click on the row that contains your column headers. Pick the row that holds your titles (for example, Address, Name, Phone), then continue.
Map your columns and review
On the Review & Import step, match each column in your file to an Upper field using the Map to field dropdown. A counter shows how many columns are mapped (for example, "6 of 6 columns mapped"); any column you haven't matched shows Needs mapping.
Address Line 1 is the only required field — you can't import until it's mapped. Use the preview grid to check your data, turn on Show only rows with issues to focus on problems, and edit cells, add a row, or discard rows right in the grid.
Import the rows
Click Import N rows (the button shows your row count). Upper loads the stops onto the route.
Map-to-field options
The Map to field dropdown is grouped and searchable. The available targets include:
- 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-window fields (From / To), Stop Type, Parcel Count, Pre-Assigned Driver/Technician
- Other — Notes
Any custom fields, capacity fields, and barcode fields you've defined also appear here as mappable targets.
Upper remembers your mapping. Auto-mapping is case-sensitive and order-sensitive: keep the same column headers in the same order and Upper recognizes the layout next time (the step shows Next (Previous mapping found)). Change the headers and you simply re-map — nothing breaks.
How to format addresses
Upper accepts three address formats. The rule is to be consistent — don't mix them in one file:
- One cell holding the full address.
- One cell holding bracketed latitude, longitude.
- Separate columns — for example street / city / state / zip, or separate latitude and longitude columns.
If you put the whole address in a single cell, keep every stop single-cell. If you split it across columns, keep every stop split across columns.
Check addresses after importing
After an import, a red address-validation icon appears. Click it to see your stops grouped by status: Verified, Needs Review, Not Found, and Duplicate. The stop list's Review column shows each row's status too, so you can spot and fix anything Upper couldn't place.
A workspace may be set up to show Technician and Service labels instead of Driver and Delivery (for example "Pre-Assigned Technician"). They refer to the same fields.
Troubleshooting
Related
Handle import errors and validation issues
After import, Upper validates every address and flags issues you can review by status. Filter, check, and fix Needs Review, Not Found, and Duplicate stops.
Import tasks from external systems
Pull orders from your own system into Upper as Tasks via the API, then turn the ones you want to deliver today into a new or existing route in a couple of clicks.