Change an Active Territory Owner Using Export and Import Management

In this example, you have a territory called NA Sales Apps with several child territories. NA Sales Apps SouthWest and NA Sales Apps West are owned by John Dooley, and NA Sales Apps West Central is owned by Joe Hill.

John Dooley recently left the sales organization, so temporarily, his colleague, Joe Hill will be taking over John's territories. You can make this change without using a proposal or updating the whole territory definition.

Export the Sales Territories

1. Click Navigator > Export Management.

2. Click Create Export Activity.

3. Name the export North America Product.

4. In the Object field, select Sales Territory.

   The name of your export file appears in the File Name field.

5. Select the Language Independent Header check box.

6. Click Next.

7. The Sales Territory object is enabled. Select Enabled for the Sales Territory Coverage object.

8. Select Sales Territory to set these attributes and filter:

   1. Change these fields in the Attributes region and select the following order:

      1. Unique Territory Number

      2. Territory Number

      3. Territory Name

      4. Owner Registry ID

      5. Owner(Trans)

   2. Click Filter Name and create this filter:

      Note: You can select a previous filter with this criteria instead of recreating it.

      1. Find the Name field and click Insert.

      2. Enter LIKE 'NA Sales Apps*'.

         The child territory names all begin with NA Sales Apps.

      3. Click Save and Close.

9. Click Next.

10. Click Submit.

Edit the Exported Files

When the export is successful, you extract the files and modify them.

1. In the compressed export file, find and open the Coverage.CSV file.

2. Open the original file and make these changes:

   Name	Territory Name	Value
   File name	NA	Change Owner.csv
   OwnerResourceNumber	NA Sales Apps West	1855
   OwnerTrans	NA Sales Apps West	Joe Hill
   OwnerResourceNumber	NA Sales Apps Southwest	1855
   OwnerTrans	NA Sales Apps Southwest	Joe Hill

3. Remove Joe Hill's NA Sales Apps West Central territory, because it needs no updates.

4. Save the file.

Import Your Changed Files

Import your delete file first to change the owner of the two territories.

1. Click Navigator > Import Management.

2. In the Manage Imports page, click Create Import Activity.

3. In the Enter Import Options page, select or enter these options.

   Field Name	Value
   Name	Change Territory Owner
   Object	Sales Territory
   File Name	Change Owner.csv
   Import Mode	Update and create records

4. Click Next.

5. In the Map Fields page, click Next.

6. Click Submit.

7. Verify that your import completed.

Your changes are available in your active territories. Review the NA Sales Applications hierarchy and verify the changed territory owners.