Book a demo Try for free

Mapsly + Excel

Map Your Microsoft Excel Data with Mapsly

Turn Excel data into action: visualize records, plan optimal routes, and manage territories with Mapsly’s geo-intelligence platform.

Try for free Book a demo
  • 14-day free trial, no credit card
  • 24/7 support
  • SOC 2 Type II, GDPR
Mapsly Microsoft Excel File import. Upload a file and map every row.
Video: Mapsly in your Excel dashboard

Watch: Mapsly in your Excel dashboard—layers for companies, contacts, deals and meetings, deal-stage filters, and territories with roll-up metrics.

Excel Mapping, Made Effortless

Boost field productivity, grow revenue, and deliver stellar service with best-in-class tools for routing, on-site execution, territory design, and geo-targeted outreach. Mapsly helps outside teams plan smarter, do more with less, and automate more—with an AI-powered app builder (in private beta) when you need something custom.

Key benefits

Key Benefits for Excel Users

  • Sell More and Serve Better in the Field

    Give representatives optimized multi-stop routes, GPS-verified check-ins, and mobile data capture with real-time sync to Excel—so they visit more accounts and gather more on-site data, fast.

  • Turn Excel Data into Location Insight

    Spot geo-patterns with colorized markers, weighted heat maps, and custom territories with roll-up metrics—built directly on your Excel objects.

  • Automate the Busywork

    Auto-assign leads, schedule visits, trigger follow-ups, and sync outcomes—so your team spends time selling, not clicking.

  • Design Better Territories

    Draw custom territories on a map, then optimize them by driving time and field-team capacity to hit target attainment while minimizing drive time.

Why Teams Using Excel Choose Mapsly

Unlock higher productivity and smarter decisions with location intelligence. Mapsly helps Excel-based teams drive more revenue, reduce costs, and gain real-time visibility.

  • Efficient field operations: multi-day, multi-user routing with skills, capacity, calendars, open hours, and traffic—saving hours per representative weekly.
  • Complete visibility: dynamic layers, filters, heatmaps, and table and list modes for all Excel data—including custom objects.
  • Automation + Custom Apps: buttons, forms, workflows, and API callouts with full programmatic access to your records, fields, and relationships—so location-aware processes run themselves.
  • Operate at scale: manage thousands of records, draw territories or import by postal code or county, and keep everything in sync.

Who Benefits Most from Using Mapsly with Excel

  • Field Sales & Service

    Faster days with optimized routes, real-time updates, and guided check-ins that raise visit volume and data quality.

  • Sales & Operations Managers

    Live representative tracking, smart re-routing, and mobile forms—plan the whole team in one run, no clipboards required.

  • Marketing & Analytics

    Geo-segmentation, territory-based targeting, and dashboards that connect location to funnel performance.

Highlight features

Everything Your Field Team Needs, on One Map

Explore All Features

In their words

Customer Stories from Field Teams

Last week, we remapped our entire sales force in just two days. Before, that would have taken us about two weeks.
Billy ReaginNational Sales Manager, Fox Factory
Read the Fox Factory case study
Before, planning a route took 1–2 hours. With Mapsly it takes 10–15 minutes and we’re ready for the next day.
Gabriel LussierGo-to-market lead, Cisolift
Read the Cisolift case study
Mapsly boosted our team’s productivity by +200%, far beyond our expectations.
Erick LindenbergField service operations, Zeitview
Read more customer stories

FAQ

Mapsly + Excel

Talk to the Mapsly team
How does Mapsly work with Excel?
Upload a Microsoft Excel file and Mapsly maps every row, so you can plan routes, build territories, and run automation on your data. For data you change often, use the Google Sheets connector for automatic sync.
How do I connect Mapsly to Excel? Do I need IT help?
Upload the file in Mapsly and match its columns to fields. No IT help needed.
What syncs between Excel and Mapsly?
The rows and columns you import. To keep data updated automatically, connect a Google Sheet instead, or ask us about scheduled CSV imports (closed beta).
Can I create and manage sales territories for Excel records?
Yes. Create territories visually in Mapsly—draw them, import KML, GeoJSON, or Shapefiles, or build from postal-code and county libraries—auto-assign records, and keep changes synced with Excel.
Can Mapsly auto-assign Excel leads?
Yes—by territory, availability, driving time, skills, and more.
How fast is sync?
Imported data is available right away. Scheduled CSV imports (closed beta) run on the schedule you set.
Is it secure?
Mapsly is SOC 2 Type II, GDPR, HIPAA, and CCPA compliant; data is encrypted in transit and at rest.
Is there a free trial?
Yes—14 days with all features unlocked, no credit card required, and configuration support included.

See Your Excel Data on the Map Today

Join thousands of teams using Mapsly to save time and reduce costs.

Try for free Book a demo

No credit card required · Chat with sales