Import Territories Using a Template

Your import template includes the hierarchy, if needed, of the territory object as the parent and the child objects coverage, line of business, and sales team (resources). In this example, you have three files to import:

1. Update NA Direct Sales child territories.csv

2. Delete NA Direct Sales child territories coverage.csv

3. Create NA Direct Sales child territories coverage.csv

Import Using Hierarchical Import Template Files

Import the delete coverage file first to remove existing incorrect coverage. You can import it directly or use the Delete Territory Coverage template recommended in the Create Templates for Territory Imports topic.

1. Navigate to Tools > Import Management > Import from Template.

   The Template Summary section shows the list of available templates for use, along with the top-level import object. When you select a template, the Hierarchy Objects section shows the object hierarchy for the template.

2. Select the Create Territory and Team and Coverage template and click Continue with Template. On the Enter Import Options page, your object hierarchy is preselected and the advanced import configurations are already selected for you. If required, you can change these configurations for your import.

3. Click Choose File for the Sales Territory object and select the Update NA Direct Sales child territories.csv file.

4. Click Choose File for the Sales Territory Coverage object and select the Create NA Direct Sales child territories coverage.csv file.

5. Click Next.

6. In the Sales Territory Map Fields page, review the mappings. Optionally apply a specific mapping, or click Save as to save the mapping or map any unmapped fields.

7. Click the Sales Territory Coverage subtab to review mappings. Optionally apply a specific mapping, or click Save as to save the mapping or map any unmapped fields.

8. Click Next.

9. Review your import details on the Review and Submit page, and submit.

10. Verify that all of your imports completed successfully.