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Address Management Guide ​

Addresses are the foundation of effective territory work. This guide covers everything you need to know about adding, organizing, and maintaining address records in Territory Wallet.

Three Ways to Add Addresses:

  1. Pull - Automatically fetch addresses from publicly available data feeds (fastest)
  2. CSV Import - Bulk import from spreadsheets or external sources
  3. Manual Entry - Add individual addresses one at a time

Table of Contents ​

Understanding Addresses ​

Address Structure ​

Standard Address Fields:

  • House Number: Street number (e.g., "1234")
  • Street: Street name (e.g., "Main Street", "Oak Avenue")
  • Postal Code: ZIP or postal code (e.g., "12345", "V6Z 2W5")
  • City: City or municipality (e.g., "Vancouver", "Seattle")
  • Name: Business name (e.g., "Sunset Cafe", "Main Street Pharmacy")

Extended Fields:

  • Unit/Suite: Apartment or unit number (e.g., "Unit 205", "Suite B")
  • Range Low: Starting address count for ranges (e.g., 101)
  • Range High: Ending address count for ranges (e.g., 450)
  • Do Not Call: Flag for addresses to skip

Addresses vs. Territory Points ​

Understanding the Relationship:

Point Features on Map:

  • Visual markers showing address locations
  • Placed at geographic coordinates (latitude/longitude)
  • Appear as markers or dots on the map
  • Can be moved, edited, or deleted

Address Data:

  • Text information about the location
  • Stored as properties of point features
  • Displayed in address tables and lists
  • Used for publisher territory cards

Key Concept: When you create a point on the map, you're creating a feature that can hold address data. The point's position and the address information work together.

Adding Individual Addresses ​

Add from Address List ​

Process:

  1. Select a territory (polygon or existing point)
  2. Bottom panel shows territory's address list
  3. Click "Add Address" button in list
  4. Fill in address form (no map click required)
  5. Click "Geocode" to find coordinates
  6. Or manually click map to place
  7. Save to add to territory

Best For:

  • Adding to existing territories
  • When you have address data but not exact locations
  • Batch adding with geocoding
  • Addresses in list format

Pull Addresses Automatically ​

The fastest way to populate a territory with addresses.

The Pull feature automatically fetches addresses within your territory boundaries from publicly available data feeds. This is often the quickest way to get started with a new territory.

How to Pull Addresses ​

Process:

  1. Select your territory on the map (polygon or point)
  2. Go to the Addresses tab in the edit panel
  3. Click the orange Pull button in the toolbar
  4. Wait while the system searches for addresses (may take 1-2 minutes)
  5. Review the fetched addresses and confirm to add them

What Gets Pulled:

  • The system searches publicly available address data for your territory's location
  • Uses your territory type (Apartment, House, Business, etc.) to filter relevant addresses
  • Returns addresses that fall within your polygon boundary
  • Results vary by location - some areas have more comprehensive data feeds available

When Pull Returns No Results:

  • Data feeds may not be available for your location yet
  • Use the "Request a data feed →" link to request coverage for your area
  • Alternative: Use CSV import or add addresses manually

Best Practices ​

When to Use Pull:

  • ✅ Starting a new territory from scratch
  • ✅ Your territory is in a supported region
  • ✅ You want to quickly see what addresses exist in an area

Tips:

  • Pull first, then add missing addresses manually or via CSV
  • Review all pulled addresses - data may need corrections
  • Save draft after pulling to preserve the results
  • Some addresses may need manual geocoding adjustments

Bulk Address Import ​

CSV Import Overview ​

CSV (Comma-Separated Values) import allows you to add 50-100 addresses at once for efficient territory setup.

Advantages:

  • Fast bulk data entry
  • Import from external sources (city records, purchased lists, etc.)
  • Avoid manual typing errors
  • Consistent data format

Preparing Your CSV File ​

Required Format:

csv
house,street,city,postalCode,name,unit,rangeLow,rangeHigh,notes
1234,Main Street,Vancouver,V6Z 2W5,,,,,
5678,Oak Avenue,Vancouver,V6Z 3A1,Sunset Apartments,,,101,450,

Column Headers (first row):

  • house - House/street number
  • street - Street name
  • city - City name
  • postalCode - Postal/ZIP code
  • name - Building name (optional)
  • unit - Unit number (optional)
  • rangeLow - Range start (optional, for apartments)
  • rangeHigh - Range end (optional, for apartments)
  • notes - Special instructions (optional)

Tips for Preparing CSV:

  • Use spreadsheet software (Excel, Google Sheets) to organize
  • Export as CSV when ready
  • Ensure column headers match exactly (case-sensitive)
  • Leave optional fields empty (don't delete columns)
  • Remove extra spaces before/after values
  • Ensure postal codes are formatted correctly

Importing CSV Data ​

Step-by-Step:

1. Open Import Tool

  • Go to Map Builder
  • Select territory to import addresses into (or create new territory)
  • Click "Import Addresses" button
  • Or go to Settings → Import/Export → Import Addresses

2. Upload CSV File

  • Click "Choose File" or drag-and-drop CSV
  • File validation checks format
  • Preview shows first 10 rows

3. Preview and Confirm

  • Review sample imported data
  • Verify address formatting
  • Click "Import" to proceed

4. Monitor Progress

  • Progress bar shows import status
  • Success count displayed

5. Review Results

  • Summary shows imported count
  • List of errors or skipped addresses
  • Option to export error report
  • Fix errors and re-import if needed

Handling Import Errors ​

Common Import Errors:

"Invalid CSV format"

  • Check file is actually CSV (not Excel .xlsx)
  • Ensure first row has column headers
  • Verify no special characters in headers

"Missing required fields"

  • At minimum: house, street, city
  • Add missing columns to CSV
  • Or map to existing columns

"Duplicate address detected"

  • Address already exists in territory
  • Choose skip, update, or import as new
  • Review duplicate handling settings

"Too many rows"

  • Some systems limit import size (e.g., 1000 addresses)
  • Split CSV into smaller files
  • Import in batches

Geocoding and Placement ​

What is Geocoding? ​

Geocoding converts address text into geographic coordinates (latitude/longitude) so the address can be placed accurately on the map.

Input: "1234 Main Street, Vancouver, V6Z 2W5" Output: Latitude: 49.2827, Longitude: -123.1207

Automatic Geocoding ​

When It Happens:

  • During CSV import (if option enabled)
  • When adding new address via "Add Address" button
  • When "Geocode" button clicked in address form

Address Ranges ​

What are Address Ranges? ​

Address ranges help divide large address lists into manageable segments for territory organization.

Use Case: Large Territory with Many Addresses

  • Territory has 500 total addresses
  • Divide into segments for better management
  • Range 1-100: First 100 addresses
  • Range 101-200: Next 100 addresses
  • Range 201-300: Next 100 addresses
  • Publishers work through addresses in sections

Creating Address Ranges ​

Fields:

  • Range Low: Starting address count (e.g., 1, 101, 201)
  • Range High: Ending address count (e.g., 100, 200, 300)

Process:

  1. Add address point on map
  2. Fill in address details (street, city, postal code)
  3. Enter building Name if applicable (e.g., "Main Street Apartments")
  4. Enter Range Low: 1
  5. Enter Range High: 100
  6. Save

Result:

  • Address entry represents a segment of the address list
  • Publishers see "Addresses 1-100"
  • Organized into manageable portions

Best Practices ​

✅ Address Management Do's ​

Data Entry:

  • Use consistent formatting (e.g., always "Street" not "St.")
  • Include postal codes for all addresses
  • Verify geocoded locations visually
  • Add building names for apartments

Organization:

  • Group addresses by territory
  • Use address ranges for multi-unit buildings
  • Keep do-not-call list updated
  • Regular validation and cleanup

Bulk Operations:

  • Import in batches, verify each batch
  • Test import with small sample first
  • Always backup before bulk edits

Maintenance:

  • Update for new construction
  • Remove demolished buildings
  • Correct errors as discovered
  • Quarterly comprehensive review

❌ Common Mistakes to Avoid ​

Data Quality:

  • Don't mix address formats (inconsistency)
  • Don't ignore validation errors
  • Don't forget to save changes

Bulk Import:

  • Don't import without reviewing sample
  • Don't skip duplicate detection
  • Don't import uncleaned data

Organization:

  • Don't create individual entries for every apartment unit (use ranges!)
  • Don't mix addresses from different territories
  • Don't leave addresses without postal codes
  • Don't forget to update after boundary changes

Troubleshooting ​

"Can't import CSV" ​

  • Check file format (must be .csv not .xlsx)
  • Verify column headers match required format
  • Ensure no special characters in file
  • Try opening in text editor to verify CSV structure

"Address ranges not working" ​

  • Verify Range High > Range Low
  • Check both fields are numbers
  • Ensure address has building name
  • Review how ranges display in publisher view

Next: Learn about the critical Save Draft vs Publish workflow to understand when and how to save your work.

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