How You Import and Export Territory Geography Zones
Territory geography zones are geographical boundaries that you can set up to replicate your organization's regions, such as a Pacific Northwest sales region.
You can set up territory geography zones in one application instance, and then after the territory geography zones are defined you can export the territory zones and import them into another application instance.
To define your territory geography zones and then import your territory zones into another application instance, you must complete the following steps:
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Import the master reference geography data into the application.
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Define your territory geography zones using the Manage Territory Geographies task.
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Export the territory geography zones.
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Import the territory geography zones into another application instance.
Import the Master Reference Geography Data
Firstly, you must import the master reference geography data. Master reference geography data includes geography elements, such as country, state, and city, and is required for any geographical information that you store in the application, such as address information used in customer and sales records. For more information, see the topic Geography Hierarchy. Master reference geography data can be imported into the application using the Import Management.
Define Your Territory Geography Zones
After the master reference geography data has been imported, you can then create your territory geography zones in the application using the Manage Territory Geographies task in Setup and Maintenance. For more information, see the Manage Territory Geographies topic in the Related Topics section.
Export the Territory Geography Zones
After you have completed importing the master reference geography data and defining your territory geography zone tasks, you can create a configuration package to export the territory zone data. For more information, refer to the Exporting Setup Data demo listed in the related topics section.
Import the Territory Geography Zones
After you have downloaded your configuration package for your territory geography zone setup, you can import the territory zones into another application instance.