Mapping Customers with Microsoft MapPoint*
Would it be helpful if you could see all of your customers on
a map? Imagine what you can learn and the types of insights you
can gain from seeing this information displayed on an
interactive map. You can do all this using Service2000 and
Here is quick tutorial on how to
- export customer data from Service2000
- import and view it in Microsoft MapPoint.
1) From the Main Toolbar, click "Reporting".
2) Within Reporting, click "Mailing &
Marketing, Customers". In this example, our goal is
to see all of our
customers on a map. Select "All Matching Customers" and
click the "Go" button to run the report. Service2000 can narrow
this report further to get a more specific list of customers,
(i.e. only Active Customer's whose Zip matches "01776") but for
this example we are going to view all customers.
3) After the data appears, select "Comma Delimited File" from
the Send To: drop down, then click "Run" to save the list as a .csv
(comma delimited file). You will be promted to give the file a
name, and to specify a location to save the file, such as on
4) Optional: Start Microsoft Excel and open the .csv file you
just created. Your data should appear in a manner similar to the
screen shown below. Here it can be sorted, graphed, and so
forth. (This is not a required step for bringing the data
5) Start MapPoint and use the Import Data
Wizard to import our customer list. Click "Next" to step
through the Wizard and make any desired adjustments, then
6) MapPoint displays the data in a manner similar to the
image shown below. In this example, 6000 customers are displayed
as "pushpins" on a United
7) Click-and-drag the mouse to zoom. Here we see
customers in Michigan.
8) Zooming further provides a view of
customers in the Detroit area.
Congratulations! We just plotted "All Active Customers" on an
interactive map that can be saved and scrutinized more closely
MapPoint can go far beyond the features explored in this tutorial with extensive mapping and
analysis capabilities such as population densities. This is just
a glimpse of the power you possess when you combine Service2000
with Microsoft MapPoint.
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