Add Customer Inclusions Using Import Management

This example provides sample import file data that restricts a territory to 2 product groups in 2 accounts.

Here's an explanation of the key fields in the sample import file

• You can use either the RegistryId or OriginalReference field values to identify an account.

  In this sample file, Apex Systems is identified by the RegistryId and Pinnacle Technologies by its OriginalReference.

  You can add the AcountName column to include your customer names. The column isn't used for import.

• Using the IncludeHierarchyFlag field, you can apply the sales territory to the account only or to the account and its subsidiaries in the account hierarchy.

  In this sample file, the value is Y for Pinnacle Technologies, so all its subsidiaries are included. The value for Apex Systems is N, so only the Apex Systems account is included.

• Product groups are identified by their ProductGroupNumber.

  Importing the product group name (ProductGroupName) is optional.

The following table lists the import file columns and values:

Field Name	Values for Apex Systems	Values for Pinnacle Technologies	Values for the Diagnostics Product Group	Values for the Services Product Group
UniqueTerritoryNumber	CDRM_380	CDRM_380	CDRM_380	CDRM_380
CoverageTypeCode	INCLUSION	INCLUSION	INCLUSION	INCLUSION
TerrDimensionCode	Acct	Acct	Prod	Prod
RegistryId	999997569264400	(empty cell)	(empty cell)	(empty cell)
OriginalReference	(empty cell)	DNB~638392020043	(empty cell)	(empty cell)
IncludeHierarchyFlag	N	Y	(empty cell)	(empty cell)
ProductGroupNumber	(empty cell)	(empty cell)	300000095942114	300000095942151
ProductGroupName (optional)	(empty cell)	(empty cell)	Diagnostics	Services

Import Your File to Active Territories

Import your file.

1. Navigate to Import Management.

2. Click Create Import Activity.

3. Enter these options.

   Field Name	Value
   Name	Add Customer Inclusions NA Sales
   Object	Sales Territory Coverage
   File Name	< file name>.csv
   Import Mode	Create records

4. Click Next.

5. In the Map Fields page, click Next.

6. Click Submit.

7. Verify that the import activity completed successfully.

Your changes are available in your active territories. Review the sales territory and verify the new customer inclusions.