Add Customer Inclusions Using Import Management

In this example, you create an import file and import two customer inclusions to the NA Sales territory:

• One for the account Pinnacle Technologies without the hierarchy, using the Registry ID information

• On for the account Apex Systems with the hierarchy, using the Original Reference information.

Create your import file and name it Add Customer Inclusions NA Sales.csv.

Field Name	Value 1	Value 2
UniqueTerritoryNumber	CDRM_380	CDRM_380
CoverageTypeCode	INCLUSION	INCLUSION
TerrDimensionCode	Acct	Acct
RegistryId	999997569264400	(empty cell)
OriginalReference	(empty cell)	DNB~638392020043
IncludeHierarchyFlag	N	Y

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

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	Add Customer Inclusions NA Sales.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 NA Sales territory and verify the new customer inclusions.