Geocoding is a process that will find the precise latitude and longitude coordinates of the accounts and households in your database by the full address. With this information, you can run "distance from" reports to find all accounts or households within a specified radius of a location.
How does Geocoding work in NeonCRM?
When this feature is enabled, new "latitude" and "longitude" fields will appear as address data. These fields will be populated by Google's Geocoding API.
The Geocoding fields will update whenever one of the following address fields is updated:
- Address Line 1
- Zip/Postal Code
This includes updates by any of the following methods:
- System user creates or updates an address
- Constituent creates or updates an address through an online form
- Address is created or updated through the Import Manager
- Address is updated through Bulk Operations
- The NeonCRM data team updates an address through a custom import or Data Service
This feature is disabled by default. To enable it, please contact your Client Success Manager. If you are unsure of who your Client Success Manager is, you can reach anyone on the Client Success team at 888 860-6366 ext. 305.
Once this feature is enabled, the addresses in your database will update with latitude and longitude coordinates the next time the NeonCRM scheduler runs. This typically happens overnight.
While this feature is enabled, you will find "Address Distance" available as a search criterion in the following reports:
- Mailing Report
- All Accounts Report
- Household Report
- Email Audience Report (both under Reports > New Report and when building an email audience)
- Stats Report
This criterion will allow you to search by a selection of miles or kilometers from a specified location.
The All Accounts report will also have Latitude and Longitude output columns available.
This feature can be disabled on request. Disabling will remove saved geographic coordinates for all addresses in your database, and will turn off any location-based features such as the Address Distance report option. To request that Geocoding be disabled in your system, please contact your Client Success Manager or submit your request to our Support team.