{"id":166551,"date":"2019-04-19T11:46:17","date_gmt":"2019-04-19T18:46:17","guid":{"rendered":"http:\/\/www.esri.com\/arcgis-blog\/?post_type=blog&#038;p=166551"},"modified":"2022-09-23T13:02:51","modified_gmt":"2022-09-23T20:02:51","slug":"arcgis-pro-customer-assignment-workflows","status":"publish","type":"blog","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows","title":{"rendered":"GO PRO!  How to Assign Stores to Customers in ArcGIS Pro"},"author":4121,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"_searchwp_excluded":""},"categories":[37171],"tags":[25591,35521,24321,767252],"industry":[],"product":[36711,36561],"class_list":["post-166551","blog","type-blog","status-publish","format-standard","hentry","category-business","tag-arcgis-desktop","tag-business-analyst-pro","tag-geoprocessing","tag-migrate-to-business-analyst-pro","product-bus-analyst","product-arcgis-pro"],"acf":{"short_description":"This post discusses different ways to assign stores to customers in ArcGIS Pro.","flexible_content":[{"acf_fc_layout":"content","content":"<p>In ArcMap, the Business Analyst extension had convenient <a href=\"http:\/\/desktop.arcgis.com\/en\/arcmap\/latest\/extensions\/business-analyst\/customer-setup-tool.htm\" target=\"_blank\" rel=\"noopener\">Store and Customer Setup<\/a> tools.\u00a0 These allowed you to geocode your customer files using an installed address locator and connect your stores to customers in the workflow.\u00a0 The linked layers were conveniently used as input to other tools.\u00a0 We did not carry these exact Store and Customer tools over to the <a href=\"https:\/\/pro.arcgis.com\/en\/pro-app\/help\/analysis\/business-analyst\/accessing-the-business-analyst-toolbox.htm\" target=\"_blank\" rel=\"noopener\">Business Analyst Pro toolbox<\/a>, but the work can be done via Pro&#8217;s native Geoprocessing tools.\u00a0 <strong>This is yet another way to continue ArcMap workflows in ArcGIS Pro.<\/strong><\/p>\n<p>The most popular options to assign stores to customers in Business Analyst Desktop were:<\/p>\n<ul>\n<li><strong>By closest store location<\/strong><\/li>\n<li><strong>By trade area<\/strong><\/li>\n<\/ul>\n<p>Each of these can act as a surrogate if an organization does not have customer attribute data from either point-of-sale, memberships, or loyalty programs (grocery stores, smart phone apps, etc).<\/p>\n<p>Here&#8217;s how to recreate the process in ArcGIS Pro.\u00a0 We&#8217;ll assume you&#8217;ve already <a href=\"https:\/\/pro.arcgis.com\/en\/pro-app\/help\/data\/geocoding\/convert-a-table-to-locations-on-the-map.htm\" target=\"_blank\" rel=\"noopener\">geocoded<\/a> your address file.<\/p>\n<h1>By closest store location<\/h1>\n<p>The purpose of this option is to understand which customers are geographically closest to each store &#8211; this is useful to identify market areas, refine advertising campaigns, or reconsider delivery zones.<\/p>\n<p>In the map below we have two store locations and hundreds of customers scattered everywhere (left side).\u00a0 We want to identify which ones are closest to each store (right side).<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":495052,"id":495052,"title":"ClosestStores","filename":"ClosestStores.png","filesize":95018,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/ClosestStores.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows\/closeststores","alt":"All Customers vs Closest Customers","author":"4121","description":"","caption":"","name":"closeststores","status":"inherit","uploaded_to":166551,"date":"2019-04-18 18:11:17","modified":"2019-04-18 18:11:53","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":1822,"height":670,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/ClosestStores-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/ClosestStores.png","medium-width":464,"medium-height":171,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/ClosestStores.png","medium_large-width":768,"medium_large-height":282,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/ClosestStores.png","large-width":1822,"large-height":670,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/ClosestStores.png","1536x1536-width":1536,"1536x1536-height":565,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/ClosestStores.png","2048x2048-width":1822,"2048x2048-height":670,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/ClosestStores-826x304.png","card_image-width":826,"card_image-height":304,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/ClosestStores.png","wide_image-width":1822,"wide_image-height":670}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"<p>To accomplish this we&#8217;ll do a <a href=\"http:\/\/pro.arcgis.com\/en\/pro-app\/tool-reference\/analysis\/spatial-join.htm\">spatial join<\/a>\u00a0from your customer file to your store file.\u00a0 Right-click your customer layer to find Spatial Join.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":494842,"id":494842,"title":"SpatialJoin","filename":"SpatialJoin.png","filesize":27115,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoin.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows\/spatialjoin-4","alt":"Spatial Join","author":"4121","description":"","caption":"","name":"spatialjoin-4","status":"inherit","uploaded_to":166551,"date":"2019-04-18 15:08:10","modified":"2019-04-18 15:08:18","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":894,"height":313,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoin-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoin.png","medium-width":464,"medium-height":162,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoin.png","medium_large-width":768,"medium_large-height":269,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoin.png","large-width":894,"large-height":313,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoin.png","1536x1536-width":894,"1536x1536-height":313,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoin.png","2048x2048-width":894,"2048x2048-height":313,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoin-826x289.png","card_image-width":826,"card_image-height":289,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoin.png","wide_image-width":894,"wide_image-height":313}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"<p>The Spatial Join geoprocessing tool opens.\u00a0 Let&#8217;s follow this workflow below to assign closest customer points to stores.<\/p>\n<p>(1) <strong>Target Features<\/strong> = your customer layer<\/p>\n<p>(2) <strong>Join Features<\/strong> = your store layer<\/p>\n<p>(3) <strong>Join Operation<\/strong> = Join one to one<\/p>\n<p>(4) Add a new <strong>Output Field<\/strong> to your customer layer, call it something like CLOSEST_STORE_ID<\/p>\n<p>(5) In <strong>Add New Source<\/strong>, select a unique ID from a field in your store layer (this will assign the store and customer points)<\/p>\n<p>(6) <strong>Match Option =<\/strong>\u00a0<strong>Closest<\/strong>.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":495222,"id":495222,"title":"SpatialJoinClosest","filename":"SpatialJoinClosest.png","filesize":40679,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinClosest.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows\/spatialjoinclosest","alt":"Spatial Join - Closest Customers","author":"4121","description":"","caption":"","name":"spatialjoinclosest","status":"inherit","uploaded_to":166551,"date":"2019-04-18 18:37:04","modified":"2019-04-18 18:37:26","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":539,"height":790,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinClosest-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinClosest.png","medium-width":178,"medium-height":261,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinClosest.png","medium_large-width":539,"medium_large-height":790,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinClosest.png","large-width":539,"large-height":790,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinClosest.png","1536x1536-width":539,"1536x1536-height":790,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinClosest.png","2048x2048-width":539,"2048x2048-height":790,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinClosest-317x465.png","card_image-width":317,"card_image-height":465,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinClosest.png","wide_image-width":539,"wide_image-height":790}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"<p>Now you simply symbolize the layer.\u00a0 Use the following options:<\/p>\n<ul>\n<li><strong>Primary Symbology<\/strong> method = <strong>Unique Values<\/strong><\/li>\n<li><strong>Field 1<\/strong> to symbolize = Your new ID linking customers to stores (here I used:\u00a0 CLOSEST_STORE_ID)<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image":{"ID":495332,"id":495332,"title":"SymbologyClosest","filename":"SymbologyClosest.png","filesize":8664,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyClosest.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows\/symbologyclosest","alt":"Symbolize closest customers","author":"4121","description":"","caption":"","name":"symbologyclosest","status":"inherit","uploaded_to":166551,"date":"2019-04-18 19:39:31","modified":"2019-04-18 20:02:48","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":470,"height":326,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyClosest-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyClosest.png","medium-width":376,"medium-height":261,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyClosest.png","medium_large-width":470,"medium_large-height":326,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyClosest.png","large-width":470,"large-height":326,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyClosest.png","1536x1536-width":470,"1536x1536-height":326,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyClosest.png","2048x2048-width":470,"2048x2048-height":326,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyClosest.png","card_image-width":470,"card_image-height":326,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyClosest.png","wide_image-width":470,"wide_image-height":326}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"<p>The next option is to assign customers to stores by trade areas.<\/p>\n<h1>By trade area<\/h1>\n<p>One of the ideas behind assigning customers to trade areas is to better understand which patrons belong to specific geographical boundaries.\u00a0 You can use this information to develop marketing campaigns, for example, to link customers per ZIP Code or to drive-time boundaries.\u00a0 Demographics can vary widely from one boundary to the next.\u00a0 You can benchmark the customers per trade area to understand sectors that are growing or declining over time.<\/p>\n<p>In the map below we have customers scattered everywhere (left side).\u00a0 We want to identify which ones fall within each 1-mile trade area (right side) for further analysis.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":495382,"id":495382,"title":"TradeAreaStores","filename":"TradeAreaStores.png","filesize":105479,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/TradeAreaStores.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows\/tradeareastores","alt":"Trade Areas with customer assignments","author":"4121","description":"Assigning customers to trade areas workflow","caption":"","name":"tradeareastores","status":"inherit","uploaded_to":166551,"date":"2019-04-18 19:57:45","modified":"2019-04-19 17:57:32","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":1831,"height":745,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/TradeAreaStores-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/TradeAreaStores.png","medium-width":464,"medium-height":189,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/TradeAreaStores.png","medium_large-width":768,"medium_large-height":312,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/TradeAreaStores.png","large-width":1831,"large-height":745,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/TradeAreaStores.png","1536x1536-width":1536,"1536x1536-height":625,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/TradeAreaStores.png","2048x2048-width":1831,"2048x2048-height":745,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/TradeAreaStores-826x336.png","card_image-width":826,"card_image-height":336,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/TradeAreaStores.png","wide_image-width":1831,"wide_image-height":745}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"<p>To accomplish this we&#8217;ll do another spatial join.<\/p>\n<p>Once the Spatial Join geoprocessing tool opens, follow this workflow &#8211; this time linking the customer points to the trade areas.<\/p>\n<p>(1) <strong>Target Features<\/strong> = your customer layer<\/p>\n<p>(2) <strong>Join Features<\/strong> = your store layer<\/p>\n<p>(3) <strong>Join Operation<\/strong> = Join one to one<\/p>\n<p>(4) Add a new <strong>Output Field<\/strong> to your customer layer, call it something like RING_STORE_ID or TRACT_STORE_ID<\/p>\n<p>(5) In <strong>Add New Source<\/strong>, select a unique ID from a field in your <strong>trade area<\/strong> layer (this will assign the store and customer points)<\/p>\n<p>(6) <strong>Match Option =<\/strong> <strong>Intersect<\/strong>.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":495552,"id":495552,"title":"SpatialJoinTradeArea","filename":"SpatialJoinTradeArea.png","filesize":39500,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinTradeArea.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows\/spatialjointradearea","alt":"Spatial Join by trade area","author":"4121","description":"","caption":"","name":"spatialjointradearea","status":"inherit","uploaded_to":166551,"date":"2019-04-18 20:27:52","modified":"2019-04-18 20:28:27","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":529,"height":739,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinTradeArea-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinTradeArea.png","medium-width":187,"medium-height":261,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinTradeArea.png","medium_large-width":529,"medium_large-height":739,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinTradeArea.png","large-width":529,"large-height":739,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinTradeArea.png","1536x1536-width":529,"1536x1536-height":739,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinTradeArea.png","2048x2048-width":529,"2048x2048-height":739,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinTradeArea-333x465.png","card_image-width":333,"card_image-height":465,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SpatialJoinTradeArea.png","wide_image-width":529,"wide_image-height":739}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"<p>Then again you simply symbolize the layer with the following options:<\/p>\n<ul>\n<li><strong>Primary Symbology<\/strong> method = <strong>Unique Values<\/strong><\/li>\n<li><strong>Field 1<\/strong> to symbolize = Your new ID linking customers to stores (here I used:\u00a0 RING_STORE_ID)<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image":{"ID":495392,"id":495392,"title":"SymbologyTradeArea","filename":"SymbologyTradeArea.png","filesize":8664,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyTradeArea.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows\/symbologytradearea","alt":"Symbolizing customers per trade area","author":"4121","description":"","caption":"","name":"symbologytradearea","status":"inherit","uploaded_to":166551,"date":"2019-04-18 20:01:52","modified":"2019-04-18 20:02:28","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":470,"height":326,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyTradeArea-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyTradeArea.png","medium-width":376,"medium-height":261,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyTradeArea.png","medium_large-width":470,"medium_large-height":326,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyTradeArea.png","large-width":470,"large-height":326,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyTradeArea.png","1536x1536-width":470,"1536x1536-height":326,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyTradeArea.png","2048x2048-width":470,"2048x2048-height":326,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyTradeArea.png","card_image-width":470,"card_image-height":326,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/04\/SymbologyTradeArea.png","wide_image-width":470,"wide_image-height":326}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"<p>&nbsp;<\/p>\n<p>To close out &#8211; the above options will aid in assigning your customer files in ArcGIS Pro, without the need to begin in ArcMap.<\/p>\n<p>&nbsp;<\/p>\n<p>The ArcGIS Business Analyst Team<\/p>\n"}],"authors":[{"ID":4121,"user_firstname":"Kyle","user_lastname":"Watson","nickname":"Kyle Watson","user_nicename":"kwatsonesri","display_name":"Kyle Watson","user_email":"kwatson@esri.com","user_url":"","user_registered":"2018-03-02 00:15:42","user_description":"I work on the ArcGIS Business Analyst dev team at Esri. I am a marginally creative type with a focus on building GIS software + demographic data capabilities for our user community. Byproducts are: lots of UX design, requirements gathering, coding, testing, doc, best practices, coffee, etc.","user_avatar":"<img alt='' src='https:\/\/secure.gravatar.com\/avatar\/1166b8605d7caf8045cb188861ce1e7922dd7afdf9f30352854947f54f724bea?s=96&#038;d=blank&#038;r=g' srcset='https:\/\/secure.gravatar.com\/avatar\/1166b8605d7caf8045cb188861ce1e7922dd7afdf9f30352854947f54f724bea?s=192&#038;d=blank&#038;r=g 2x' class='avatar avatar-96 photo' height='96' width='96' loading='lazy' decoding='async'\/>"}],"related_articles":"","card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/04\/Customers5.jpg","wide_image":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.9 (Yoast SEO v25.9) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>GO PRO! How to Assign Stores to Customers in ArcGIS Pro<\/title>\n<meta name=\"description\" content=\"This post discusses how to assign stores to customers in ArcGIS Pro using the By closet store location workflow and the By trade area workflow.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GO PRO! How to Assign Stores to Customers in ArcGIS Pro\" \/>\n<meta property=\"og:description\" content=\"This post discusses how to assign stores to customers in ArcGIS Pro using the By closet store location workflow and the By trade area workflow.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows\" \/>\n<meta property=\"og:site_name\" content=\"ArcGIS Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/esrigis\/\" \/>\n<meta property=\"article:modified_time\" content=\"2022-09-23T20:02:51+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@ESRI\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":[\"Article\",\"BlogPosting\"],\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows\"},\"author\":{\"name\":\"Kyle Watson\",\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/#\/schema\/person\/ecdd74b58d0c975aecca932244166821\"},\"headline\":\"GO PRO! How to Assign Stores to Customers in ArcGIS Pro\",\"datePublished\":\"2019-04-19T18:46:17+00:00\",\"dateModified\":\"2022-09-23T20:02:51+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows\"},\"wordCount\":11,\"publisher\":{\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/#organization\"},\"keywords\":[\"ArcGIS Desktop\",\"Business Analyst Pro\",\"geoprocessing\",\"migrate to business analyst pro\"],\"articleSection\":[\"Business\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows\",\"url\":\"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows\",\"name\":\"GO PRO! How to Assign Stores to Customers in ArcGIS Pro\",\"isPartOf\":{\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/#website\"},\"datePublished\":\"2019-04-19T18:46:17+00:00\",\"dateModified\":\"2022-09-23T20:02:51+00:00\",\"description\":\"This post discusses how to assign stores to customers in ArcGIS Pro using the By closet store location workflow and the By trade area workflow.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.esri.com\/arcgis-blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"GO PRO! How to Assign Stores to Customers in ArcGIS Pro\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/#website\",\"url\":\"https:\/\/www.esri.com\/arcgis-blog\/\",\"name\":\"ArcGIS Blog\",\"description\":\"Get insider info from Esri product teams\",\"publisher\":{\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.esri.com\/arcgis-blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/#organization\",\"name\":\"Esri\",\"url\":\"https:\/\/www.esri.com\/arcgis-blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/04\/Esri.png\",\"contentUrl\":\"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/04\/Esri.png\",\"width\":400,\"height\":400,\"caption\":\"Esri\"},\"image\":{\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/esrigis\/\",\"https:\/\/x.com\/ESRI\",\"https:\/\/www.linkedin.com\/company\/5311\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/#\/schema\/person\/ecdd74b58d0c975aecca932244166821\",\"name\":\"Kyle Watson\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.esri.com\/arcgis-blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/1166b8605d7caf8045cb188861ce1e7922dd7afdf9f30352854947f54f724bea?s=96&d=blank&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/1166b8605d7caf8045cb188861ce1e7922dd7afdf9f30352854947f54f724bea?s=96&d=blank&r=g\",\"caption\":\"Kyle Watson\"},\"description\":\"I work on the ArcGIS Business Analyst dev team at Esri. I am a marginally creative type with a focus on building GIS software + demographic data capabilities for our user community. Byproducts are: lots of UX design, requirements gathering, coding, testing, doc, best practices, coffee, etc.\",\"sameAs\":[\"https:\/\/www.linkedin.com\/in\/kylewatson9\/\"],\"url\":\"https:\/\/www.esri.com\/arcgis-blog\/author\/kwatsonesri\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"GO PRO! How to Assign Stores to Customers in ArcGIS Pro","description":"This post discusses how to assign stores to customers in ArcGIS Pro using the By closet store location workflow and the By trade area workflow.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows","og_locale":"en_US","og_type":"article","og_title":"GO PRO! How to Assign Stores to Customers in ArcGIS Pro","og_description":"This post discusses how to assign stores to customers in ArcGIS Pro using the By closet store location workflow and the By trade area workflow.","og_url":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows","og_site_name":"ArcGIS Blog","article_publisher":"https:\/\/www.facebook.com\/esrigis\/","article_modified_time":"2022-09-23T20:02:51+00:00","twitter_card":"summary_large_image","twitter_site":"@ESRI","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":["Article","BlogPosting"],"@id":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows#article","isPartOf":{"@id":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows"},"author":{"name":"Kyle Watson","@id":"https:\/\/www.esri.com\/arcgis-blog\/#\/schema\/person\/ecdd74b58d0c975aecca932244166821"},"headline":"GO PRO! How to Assign Stores to Customers in ArcGIS Pro","datePublished":"2019-04-19T18:46:17+00:00","dateModified":"2022-09-23T20:02:51+00:00","mainEntityOfPage":{"@id":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows"},"wordCount":11,"publisher":{"@id":"https:\/\/www.esri.com\/arcgis-blog\/#organization"},"keywords":["ArcGIS Desktop","Business Analyst Pro","geoprocessing","migrate to business analyst pro"],"articleSection":["Business"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows","url":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows","name":"GO PRO! How to Assign Stores to Customers in ArcGIS Pro","isPartOf":{"@id":"https:\/\/www.esri.com\/arcgis-blog\/#website"},"datePublished":"2019-04-19T18:46:17+00:00","dateModified":"2022-09-23T20:02:51+00:00","description":"This post discusses how to assign stores to customers in ArcGIS Pro using the By closet store location workflow and the By trade area workflow.","breadcrumb":{"@id":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/arcgis-pro-customer-assignment-workflows#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.esri.com\/arcgis-blog\/"},{"@type":"ListItem","position":2,"name":"GO PRO! How to Assign Stores to Customers in ArcGIS Pro"}]},{"@type":"WebSite","@id":"https:\/\/www.esri.com\/arcgis-blog\/#website","url":"https:\/\/www.esri.com\/arcgis-blog\/","name":"ArcGIS Blog","description":"Get insider info from Esri product teams","publisher":{"@id":"https:\/\/www.esri.com\/arcgis-blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.esri.com\/arcgis-blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.esri.com\/arcgis-blog\/#organization","name":"Esri","url":"https:\/\/www.esri.com\/arcgis-blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.esri.com\/arcgis-blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/04\/Esri.png","contentUrl":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/04\/Esri.png","width":400,"height":400,"caption":"Esri"},"image":{"@id":"https:\/\/www.esri.com\/arcgis-blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/esrigis\/","https:\/\/x.com\/ESRI","https:\/\/www.linkedin.com\/company\/5311\/"]},{"@type":"Person","@id":"https:\/\/www.esri.com\/arcgis-blog\/#\/schema\/person\/ecdd74b58d0c975aecca932244166821","name":"Kyle Watson","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.esri.com\/arcgis-blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/1166b8605d7caf8045cb188861ce1e7922dd7afdf9f30352854947f54f724bea?s=96&d=blank&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/1166b8605d7caf8045cb188861ce1e7922dd7afdf9f30352854947f54f724bea?s=96&d=blank&r=g","caption":"Kyle Watson"},"description":"I work on the ArcGIS Business Analyst dev team at Esri. I am a marginally creative type with a focus on building GIS software + demographic data capabilities for our user community. Byproducts are: lots of UX design, requirements gathering, coding, testing, doc, best practices, coffee, etc.","sameAs":["https:\/\/www.linkedin.com\/in\/kylewatson9\/"],"url":"https:\/\/www.esri.com\/arcgis-blog\/author\/kwatsonesri"}]}},"text_date":"April 19, 2019","author_name":"Kyle Watson","author_page":"https:\/\/www.esri.com\/arcgis-blog\/author\/kwatsonesri","custom_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2025\/08\/Newsroom-Keyart-Wide-1920-x-1080.jpg","primary_product":"ArcGIS Business Analyst","tag_data":[{"term_id":25591,"name":"ArcGIS Desktop","slug":"arcgis-desktop","term_group":0,"term_taxonomy_id":25591,"taxonomy":"post_tag","description":"","parent":0,"count":98,"filter":"raw"},{"term_id":35521,"name":"Business Analyst Pro","slug":"business-analyst-pro","term_group":0,"term_taxonomy_id":35521,"taxonomy":"post_tag","description":"","parent":0,"count":22,"filter":"raw"},{"term_id":24321,"name":"geoprocessing","slug":"geoprocessing","term_group":0,"term_taxonomy_id":24321,"taxonomy":"post_tag","description":"","parent":0,"count":131,"filter":"raw"},{"term_id":767252,"name":"migrate to business analyst pro","slug":"migrate-to-business-analyst-pro","term_group":0,"term_taxonomy_id":767252,"taxonomy":"post_tag","description":"","parent":0,"count":5,"filter":"raw"}],"category_data":[{"term_id":37171,"name":"Business","slug":"business","term_group":0,"term_taxonomy_id":37171,"taxonomy":"category","description":"","parent":0,"count":281,"filter":"raw"}],"product_data":[{"term_id":36711,"name":"ArcGIS Business Analyst","slug":"bus-analyst","term_group":0,"term_taxonomy_id":36711,"taxonomy":"product","description":"","parent":36591,"count":427,"filter":"raw"},{"term_id":36561,"name":"ArcGIS Pro","slug":"arcgis-pro","term_group":0,"term_taxonomy_id":36561,"taxonomy":"product","description":"","parent":0,"count":2045,"filter":"raw"}],"primary_product_link":"https:\/\/www.esri.com\/arcgis-blog\/?s=#&products=bus-analyst","_links":{"self":[{"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/blog\/166551","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/blog"}],"about":[{"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/types\/blog"}],"author":[{"embeddable":true,"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/users\/4121"}],"replies":[{"embeddable":true,"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/comments?post=166551"}],"version-history":[{"count":0,"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/blog\/166551\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/media?parent=166551"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/categories?post=166551"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/tags?post=166551"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/industry?post=166551"},{"taxonomy":"product","embeddable":true,"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/product?post=166551"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}