Ever wanted to know where your clients are based, quickly and visually? superMate in combination with one of the many tools available on the internet, enables you to extract your clients’ addresses and import them into a Google Map.
Step one: Extract the addresses from superMate. Utilise the Extract Tool in the Multi-Fund – Data Analysis menu. Choose the list of funds that you want the addresses for and use the “Fund Data” extract, making sure you choose the Residential address information.
Step two: Change the addresses into the required format. Open the file that has been extracted into your Dashboard – My Jobs and update the file so that the columns of information match those required by the internet tool you have selected. In our example we will use batchgeo.com and the required format is Residential Address Line 1, Suburb, State, Postcode, Name (you can leave this off if not required). Note that you can leave the heading line in your spreadsheet.
Step three: Load the addresses into batchgeo.com. Copy the data in the spreadsheet, go to batchgeo.com and right click on the spreadsheet area and paste. Then press the Map Now button. It will show you each address while it is processing and the progress through your data set. Since it can take a little bit of time to map a large number of addresses, you might want to try a small set initially. When the map is complete, you can zoom in or out on the map, you should see numbers in an area when it is too crowded to show the pin holder for each address. You then can use a screen capture program (or Print screen) and copy the picture when it shows the information you require.
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