Example of Manually Adding a Geography for the US
The Load Geographies flow imports the jurisdiction codes provided by third-party sources like Vertex. You must run this process periodically to uptake any geocode changes being delivered by your provider.
However, in extremely rare cases where you require a geography not supported or delivered by your provider, you must define it manually, such as a new or missing city, county, or ZIP Code.
For example, to manually add a new city:
-
Start the Geographies task from your implementation project.
-
Perform a search with
United States
as the country name. -
Select United States in the search results.
-
Select Manage Geography Hierarchy from the Actions menu.
-
Navigate the hierarchy down to the county level, and verify that the city is missing.
-
Select the county row, and click Create.
-
In the blank row in Primary and Alternative Names, enter the following.
Field name
What you enter
Name
Enter the name of the city.
Data Provider
Leave the default setting.
Language
Leave the default setting.
If there is no blank row, click Add.
-
Click Save.
-
In Primary and Alternative Codes, click Add.
-
Enter the following.
Field name
What you enter
Code
Enter a geocode for the city. This code must be unique within its state and county hierarchy.
Code Type
Select Tax geography code.
Data Provider
Leave the default setting.
Language
Leave the default setting.
-
Click Save.
-
In Primary and Alternative Codes, click Add again.
-
Enter the following.
Field name
What you enter
Code
Enter the name of the city.
Code Type
Select Primary City.
Data Provider
Leave the default setting.
Language
Leave the default setting.
-
Click Save and Close.