What are all the importer settings?

There are several settings that specify how we should process your documents. If you're importing your data, we recommend previewing your results while tweaking these settings. This can help you avoid importing data the wrong way.

  1. Geocoding types — these are the types of addresses to filter.
  2. Results relevance — each address we geocode has an accuracy score. If the score is lower than the number you specify, then the importer will mark the location as "failed geocoding" which means you'll have to manually provide coordinates. The lower the number, the less accurate geocoding can get (for example if you lower it to 10% and try to geocode "123 Imaginary St, San Francisco, CA" the result might come back as "San Francisco, CA"). Adjust this number accordingly and preview your data for more accurate results.
  3. Country restrictions — helps to specify which countries you're targeting if you run into issues like "Birmingham, England" vs "Birmingham, Alabama, US".
  4. Duplicate addresses — this setting sets the method for determining which locations are duplicates. As always, it's best to experiment a bit and see which method works best for your data:
    • Always append — this setting is best if you have not imported any locations yet. It will simply create all of your locations without testing for duplicates.
    • Distance — this setting will geocode the record first, and then see if there are any other locations close enough to those coordinates. If you set the distance proximity to a small number, you could accurately target your locations without worrying about differences in address strings.
    • Address — this setting will find duplicates by searching for the address name. You can also set the address similarity tolerance to account for minor differences in addresses (eg: "655 Market St, San Francisco, CA" vs "655 Market Street, San Francisco, CA").
    • Reference ID — this setting is most accurate if you export your data first (Account > Export > Locations), make your changes, and then manually re-import while mapping the reference id column. Since reference ids are unique, it's an easy way to find the record our importer should update.
  5. Ignore blank addresses — some documents have locations that don't have an address (but have other important data). We can either skip those, or import them anyway.
  6. PO Boxes — some data has po boxes as addresses. Since we can't determine the coordinates of a post office box, you have the option to skip or import those.
  7. PO Box scatter radius — if you do decide to import po boxes, we can scatter the coordinates around the city so markers do not overlay on top of each other in the center of the city. This method obviously does not give accurate geographical results — use with caution.
  8. Pretty format — we can import your addresses as they appear in your document, or attempt to "prettify" them.
  9. Pretty format separator — "123 Peachtree St Atlanta GA 30303" vs "123 Peachtree St, Atlanta, GA 30303"
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