How to Import Prospect and Lead Shapefiles

 Instructions

1. Find Import Button

In MapView find the options ribbon at the top, and click:

File ⇒ Import

Open

The import menu

2) Select shape import

Open

Types of import

3) Select File

Click the Import file button.

Navigate to your chosen file, select and click Open, or double click.

The supported file formats are:

• shapefile

• json

• geojson

4) Assign Datum and UTM Zone

GLEX will display the file's metadata.

Based on the metadata, you will now need to assign a datum from the drop-down box and type the correct UTM zone.

Note: If the metadata is missing or wrong you can assign another CRS.

Click Apply.

5) Select Label Type

Outlines of your polygons will appear to the right.

Under the label drop-down box, click Prospect.

6) Assign Polygon Properties

The Import box will now prompt you to match your prospect properties to entries in GLEX.

Assign prospect properties by clicking the drop-down box.

Assigning Don't map to a property means the property will not be imported.

(Note: All properties can by manually entered or imported later)

7) Select Data Source and Layer

Here you can select to import your prospects to an existing layer or to a new layer.

To create a new data source and layer, click New Layer/Data source and fill out the Name, Description and Data type (if it is a layer). Click Create.

To import to a layer, select the layer (eg “New layer” below) and click Upload and create.

8) Loading Screen

On the loading screen you will see the progress of the prospects being imported.

The imported can handle any number of prospects, but if you plan to import a very large data set, it is also an option to contact us and set up an API link.

9) Inspect polygons in the Map view

The new prospects and layers can be found in the inspector and layer windows respectively.

For more information on how to edit the prospect data see the:
https://glex.atlassian.net/wiki/spaces/ESD/pages/6619149

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