Customer Intelligence

Upload Your Customer Data

A CSV file with customer addresses is all you need to activate your customer heatmap. Here's how to prepare your data, where to get it, and what happens when you upload it.

What you need

A CSV file (spreadsheet export) with customer addresses. That's it. No names, no phone numbers, no email addresses — just physical street addresses. You don't need to clean up the data perfectly. TerritoryIQ's geocoder is tolerant of minor formatting variations.

Where to find your customer addresses

Depending on how your business operates, your customer addresses might live in several places:

Point-of-sale system (POS) — Square, Toast, Clover, and most modern POS systems have customer export features. Look for a "Customers" or "Reports" section and export to CSV.
CRM or contact database — If you use any customer relationship management tool (Salesforce, HubSpot, even an Excel spreadsheet you maintain manually), the address column is what you need.
Appointment scheduler — Service businesses often capture client addresses at intake. Check for an export in your scheduling tool (Acuity, Calendly Business, Jane, etc.).
Email marketing platform — Some email lists include physical addresses, especially if you've run direct mail campaigns in the past.
Accounting software — QuickBooks, Wave, and similar tools often have client address records as part of invoicing history.

Don't have a list yet? If you haven't been collecting customer addresses, now might be a good time to start. A simple email signup form, loyalty program, or intake form can build a useful list within a few months. Even a partial list is valuable — 50 addresses will start revealing patterns.

The file format

Your CSV file needs at minimum a street address for each customer. The address can be in one column or split across columns — both work:

Single column: 123 Main St, Springfield, IL 62701
Split columns: Street | City | State | Zip

Header rows are optional. One address per row. The geocoder will attempt to parse each row and will skip any it can't resolve — so minor data quality issues won't break the whole upload.

How to upload

1
Open Territory Command
Navigate to Territory Command from the sidebar.
2
Open the Heatmap panel
Click the heatmap icon in the right drawer rail to open the Customer Heatmap panel.
3
Select your CSV file
Use the file picker to choose your exported CSV. Maximum file size is 10MB.
4
Wait for processing
TerritoryIQ geocodes your addresses in batch, assigns each to a census block group, and calculates penetration rates. This typically takes 15–60 seconds depending on list size.
5
Your heatmap appears
Block groups fill with color based on your penetration rate in each neighborhood.

Privacy and data handling

Your customer addresses are used only to identify which census block group each one belongs to. The process works like this:

Addresses are geocoded (converted to coordinates)
Each coordinate is assigned to a block group
We store the block group summary — how many of your customers fall in each group
Individual addresses are not stored permanently after processing

No individual customer data is used for advertising, shared with third parties, or retained beyond what's needed to generate your heatmap.