For marketing Monday as a CRM we really need some better Location features. Specifically a way to import our Customer List with the location data, right now we can’t import the column nor change the column type so we have to go through one by one copy and pasting it from a text column to a location column. The other big feature missing is being able to filter and sort by locations such as State or Zip Code Radius. I’m currently working around this by going through and adding a second column to put the State into.
Hi @BAi_Ryan !
We’ve recently solved similar issue for a client that might help you automate mapping an address to a state or some preconfigured region. The downside that you will need an account in our A.I. platform.
The way it works is that you can setup regions, create a new Location analysis model in our platform, and use a recipe to output a region/state/zip name to a text field based on the address in Location column automatically.
Here is the video of how it works:
We can have some ready made regions (US states) and we can share a model with you. This way you will avoid the necessity to setup them yourself.
Anyway, ping me in DM if you are interested.
Cheers!
1 Like
We are having the exact same issue.
Hi @ilia510 - we are trying to import our lead data into our boards but all we get from our SEO company is US and Canada - City, State and Zip code. I saw your note and we are trying to Map and sort leads by Location Column but down to the Zip (not just City and State). Is this something you have done per your note above or could you provide any ideas on best way to do this. Thanks!
1 Like
Hello Currie!
In that case I am not sure that you can do it with Location column. What I’d do is extract only Zip code from the address and write it to a dropdown column. This way you will have a separate column called “Zip code” and using dropdown type will allow you to filter/sort things.
Let me know if it helped. If not, we’ll figure something else.
Thanks for the help… I’ll try this out. Thank you.
Our company also uses this feature to help with fleet management and it would be a huge help if we could import all locations to the task via Excel Spreadsheet. Currently we can import the addresses in other columns but they do not go to the map feature which is used by our entire team daily and needs to be kept up to date with over a thousand locations at a time. Sorting would also be super helpful as well.
1 Like
This has been a pain point for years!
1 Like
Hi everyone,
At Tryve, we’ve encountered this issue at multiple customer, usually resolving this by a custom implementation using a 3rd party system like Make.
As we noticed this was a recurring request, we decided to build an app on the monday marketplace that resolves these issues in an easy to use and scalable solution: Location Toolkit.
With the app you can convert Text columns into Location columns so you can import an excel full of addresses and still use the features of a Location column.
There’s also a feature that allows you to split a location column into separate columns such as Street, City, Postal Code, State & Country. Allowing you to filter or sort on those specifically or use them to automatically assign the correct sales rep.
Location Toolkit contains more features so definitely have a look and give it a try, it’s free!
Don’t hesitate to get in touch if you have any questions or thoughts!
Best,
Maarten