Content Comparison

Benefits and Need to Know

Benefits and limitations

• Reference points help users search for common locations more quickly and efficiently.

• You may load up to 5,000 reference points.

• Maximum file size is 10mb.

Need to Know

• You No longer need to find the Longitude and Latitude. Simply leave those to columns blank on the upload.

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• Helpful hint: 

  • Keep a master file for each client saved as a .xls format.

    • .csv removes formatting when you re-open the file.

Task

Process / Helpful Hint

Download Template

• On the Services tab, select Private Rates

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• Reference Points.

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• Click on Sample Reference Point Template.

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• File contains three tabs to guide you:

  • Tab 1 - Template instructions

  • Tab 2 - Data field instructions

  • Tab 3 - Upload file

Create Reference Point Upload

• Headers are case sensitive.

• Display Name: Enter city, state two letter code within the Display Name column.

  • Example: Chicago, IL Headquarters.

• Street 1: Required.

• Street 2 (optional): Optional.

• City: Required.

• State or Providence: Two letter abbreviation for US States.

• Postal Code: Required.

• Country Code: Required - Two letter Code.

• Latitude: Leave Blank.

• Longitude: Leave Blank.

Note: Deem uses Google maps to obtain the Latitude and Longitude.  If  you find that Google maps is incorrect you can enter the Latitude or Longitude for the location and  Deem will display location based on your entry.

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Save File:

• File Type: .csv(comma delimited)

• File Name: reference_points

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Upload file

• On the Services tab, select Private RatesReference Points.

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• Select Add A New Reference Point Set.

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• Set Name: Give name to set.

  • Recommendation: Ref Points and the date (Ref Points_18AUG23).

• Select Choose File and location file to be uploaded.

• Select Upload File and Save.

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• File will process and display a success or error response.

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Update Service Rules

Note: Reference will not be viewable online until added to service rules.

• On the Rules tab, select Service Rules.

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• Select Edit for each group, which you would like to apply reference points.

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• Scroll down to Reference Points with these options, select appropriate reference points sets from the menu.

• If you have Car Services enabled; Scroll down to Enabled Car Services with these options, select appropriate reference points sets from the menu, and then save changes.

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• Select  Save Priority Changes.

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• Select changes not committed,  in the upper right hand corner.

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• Select Commit.

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• YAY!! Upload complete.

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Test

• Test to make sure reference points display properly.