Update data from file

This article describes how to update data that you have previously plotted on map.
Related article: Plot data from Microsoft® Excel

Map Business Online creates a snapshot of your data when you plot it on a map. You can edit the data using Map Business Online tools. But when data comes from a CRM or another product it’s not feasible to copy all edits made in the product one record at a time. Fortunately Map Business Online supports bulk data update from a file. This way you can export new data from your CRM product and then update the data snapshot in Map Business Online.

  1. In order to use data update feature in Map Business Online you need to designate an ID column in data you import. Usually there is a record ID in all CRM products. So all you need to do is to export the ID and then select it in Plot data process as you can see on the picture below.
  1. If you have ID column selected for your dataset then you can go directly to the dataset properties to update it.

    Just go to Map & Data window (if it’s not open click Map & Data vertical button on the left), move mouse over your dataset, and click gear button.
  1. In ‘Manage map and data’ dialog that will appear click ‘Update dataset’ button. That will start Update data wizard.
  1. Note: this step is only necessary if you are using Map Business Online Web App.

    On the first page of Update data wizard click Browse button to select file with new data. Click Next button.
  1. Follow Update data wizard that is similar to Plot data wizard to select spreadsheet and data format options.
  1. Map Business Online will update your data and show ‘Update data results’ dialog. Click Done button.

    Your data have been updated!