Map your accounts from a spreadsheet — and know who to visit next
Your account list is already the hard part done. ProxiPoint turns that CSV or Excel file into a mobile sales map in a few guided steps — so instead of scrolling rows, you're looking at your territory and picking today's stops.
The spreadsheet ceiling
A spreadsheet is a fine place to keep accounts — and a bad place to run a field day from. Rows and columns can't answer the question that actually matters at 8 AM: who's near me and worth visiting today?
- No sense of "near me" — you sort by column, not by geography.
- Visit plans get made from memory, so the same familiar accounts win every time.
- Field notes end up in a notebook or a text to yourself, never back in the file.
- "Call them back in three weeks" has nowhere to live, so it slips.
- Deciding where to go next eats time you'd rather spend in front of customers.
How it works
CSV or Excel — a CRM export or a sheet you built yourself.
Company, address, city, state, and ZIP are found automatically. You review the match before anything is saved.
Each account is placed on your map. Ambiguous addresses go to a review list — you confirm or correct them, ProxiPoint doesn't guess.
Open Radar, see which accounts are nearby, prioritize visits, log what happened, and set follow-ups.
What to include in your spreadsheet
The essentials are the fields that put an account on the map:
- Company or account name — required
- Street address
- City
- State
- ZIP / postal code
Extra columns are fine to leave in the file — ProxiPoint finds the fields it needs. Reps typically start from a Salesforce or HubSpot export, a distributor or customer list, or a hand-built sheet that's been living on a laptop for years. All of those work.
Where this pays off
- You inherit 80 accounts and a territory you've never driven — import the sheet and see the whole picture before your first week is over.
- Your CRM has a thousand accounts but you work sixty of them — export those sixty and turn the list into a field plan.
- You manage a territory and want to see coverage by geography instead of by spreadsheet sort order.
- You finish a visit downtown and want to know who else is close before driving back — that's one glance at the map.
Spreadsheet-only planning vs. ProxiPoint
| Decision point | ProxiPoint | Spreadsheet only |
|---|---|---|
| Seeing who is nearby | One glance at the map — accounts around you, right now | Not really possible — rows don't know where you are |
| Planning today's visits | Pick stops from the map with priority and follow-up context | Sort, filter, and reason it out from memory |
| Working from the field | Built for the phone in your pocket | Painful on a phone; really a desk tool |
| Logging visit outcomes | Log a visit in seconds, tied to the account | Manual edits later — if you remember |
| Managing follow-ups | Follow-ups attached to accounts, surfaced when due | A date in a cell that nothing ever reminds you about |
| Keeping the workflow simple | Import once, then plan from the map daily | Simple to start, but every workaround adds friction |
| Flexibility | Focused on field planning and execution | Infinitely flexible — and free |
Spreadsheets are honest tools — free, flexible, and familiar. They're just not built for deciding who to visit while you're standing in a parking lot. ProxiPoint starts from the spreadsheet you already have and adds the field workflow.
Frequently asked questions
What file formats can I upload?
CSV and Excel (XLSX) files. Export from your CRM or use a spreadsheet you built yourself — both work.
Do I need to format my spreadsheet a special way?
No. ProxiPoint detects common column headers like company, address, city, state, and ZIP automatically, including Salesforce- and HubSpot-style export headers. You review the detected columns before anything is saved.
What happens if an address cannot be matched?
It goes into a review list instead of being guessed. You can check the suggested match, correct the address, or set the pin yourself — so your map stays trustworthy.
Can I import accounts from a CRM export?
Yes. Export your accounts to CSV from Salesforce, HubSpot, or another CRM and import the file directly. Extra columns in the export are fine — ProxiPoint finds the fields it needs.
Can I use this to map a customer list?
Yes. Customers, prospects, or a mix — if it's in a spreadsheet with addresses, it becomes a map you can plan visits from.
Is my account data private?
ProxiPoint does not sell your personal information or your imported account and customer lists. You can export a backup or delete your synced account data from the app at any time. See the ProxiPoint privacy policy for details.
Start with the list you already have
Upload your spreadsheet, see your accounts on a map, and know who to visit next.