Map Data from Microsoft Excel with MapBusinessOnline
MapBusinessOnline supports a variety of Microsoft Excel file formats (xls and xlsx) starting from Excel 97-2003. To map your data from Microsoft Excel, follow the steps below: If your data comes from a CRM system, a contact manager application, or an accounting package, importing data should be a breeze.

Getting started - MapBusinessOnline
Getting started. Is MapBusinessOnline (MBO) Brand New to You? Please check these simple instructions on getting started. MapBusinessOnline is a cloud-based application that natively runs on desktop, laptop, and tablet computers operated by Windows or macOS.

Update data from file - MapBusinessOnline
Update data from file. This article describes how to update data that you previously plotted on a map. Related article: Plot data from Microsoft® Excel. MapBusinessOnline creates a snapshot of your data when you plot it on a map. You can edit the data using MapBusinessOnline tools.

Plot Data from Intuit QuickBooks - MapBusinessOnline
Once you have connection between MapBusinessOnline and QuickBooks setup, you can follow the steps below to plot and visualize your data from Intuit QuickBooks: Click Plot data on MapBusinessOnline toolbar. On the Select data page click-select QuickBooks horizontal tab. Select locations you’d like to plot: customers or vendors.

Total demographic data by circle - MapBusinessOnline
Just click the magnifying glass icon on the circle’s mini-toolbar. Click sigma icon on the circle’s mini-toolbar. That will start ‘Summarize data’ wizard. In the first dialog of the wizard choose variables to add to demographic data report. Left side of the dialog shows all available demographic variables, while right side shows those ...

Plot data from ACT! - MapBusinessOnline
Once ACT! data records are in Excel, you can either save them in a file and plot from there, or copy-paste the data records directly into MBO. Follow the instructions in Copy & paste data from spreadsheet article to plot your data. Things you can do with ACT! data in MapBusinessOnline. You can plot more than one dataset or records lookup on a map.

Look up territory for a customer - MapBusinessOnline
Start by plotting your customer dataset on map and building sales territories. Refer to these articles if you need help on the topics: Plot data from Microsoft® Excel, Manually create territories one-by-one, Import territories from a file. One option to view territory name for a customer is to add territory name to location callout.

Search ZIP codes in a territory - MapBusinessOnline
MapBusinessOnline automatically opens Data window and selects the plotted ZIP code dataset in the window. Click the yellow puzzle with binocular button on the Data window’s toolbar. In the dialog that will popup choose the first option to search data inside selected territories. Click Next button. In the next dialog select a territory you ...

Search ZIP codes by city, county, or state
Click ‘Filter’ button in the ‘Filter data’ dialog to start search. Now you can see only ZIP codes matching your criteria in Data window. You can filter map to show only found ZIP codes. Just turn on ‘Filter data on map’ check box that you can see on Data window toolbar. Zoom to the city, county, or state. You can also Double click ...

Manually create territories one-by-one
MapBusinessOnline makes it easy for sales professionals to build sales territory maps by ZIP code, county, state or Census Tract. Whether you define your sales territories by selecting geography units on a map, with the radius tool, or the demographic data search –MapBusinessOnline is your best choice.