Create an Active Territory Hierarchy Using Import

In this example, you create an active territory and active child territory, each with an owner and dimensional coverage. The parent territory is for a sales manager, and a child territory for a salesperson, under the NA Diagnostics territory branch owned by Kerry Evans.

Create Your Import Files

You need this information to start:

• Parent Territory NA Diagnostics has the unique number: 26088

• Salesperson Lisa Jones has the resource registry ID: 15

• Sales Manager Mateo Lopez has the resource registry ID: 16534

You can save a copy of an exported Sales Territory and an exported Sales Territory Coverage file to use as templates for the import files.

1. Open an exported Sales Territory CSV file.

2. Replace the field values with these territory definitions:

   UniqueTerritoryNumber	TerritoryNumber	CoverageModel	Name	StatusCode	TypeCode	ParentUnique TerritoryNumber	OwnerResource Number	Description
   JC1234	(Leave blank)	SALES_ACCOUNT_CENTRIC	NA Diagnostics - San Mateo	FINALIZED	PRIME	26088	16534	Large Customers in San Mateo County - Diagnostic products
   JC5678	(Leave blank)	SALES_ACCOUNT_CENTRIC	NA Diagnostics - SC and RWC	FINALIZED	PRIME	JCT1234	15	Large Customers in Cities San Francisco - Diagnostic products

3. Save the file to the new file name Active Parent and Child Territory Import.csv.

4. Open an exported Sales Territory coverage CSV file.

5. Replace the field values with these values for Mateo's territory coverage:

   UniqueTerritoryNumber	TerrDimensionCode	CoverageType	ProductGroupNumber	ProductGroupName	CustomerSizeCode	AddressCountry	AddressCounty	AddressCity
   JC1234	Prod	REGULAR	300000095942114	Diagnostics	(Leave blank)	(Leave blank)	(Leave blank)	(Leave blank)
   JC1234	CSize	REGULAR	(Leave blank)	(Leave blank)	LS_LARGE	(Leave blank)	(Leave blank)	(Leave blank)
   JC1234	Addr	REGULAR	(Leave blank)	(Leave blank)	(Leave blank)	US	San Mateo	(Leave blank)

6. Add values for Lisa's territory coverage to the same file:

   UniqueTerritoryNumber	TerrDimensionCode	CoverageType	ProductGroupNumber	ProductGroupName	CustomerSizeCode	AddressCountry	AddressCounty	AddressCity
   JC5678	Prod	REGULAR	300000095942114	Diagnostics	(Leave blank)	(Leave blank)	(Leave blank)	(Leave blank)
   JC5678	CSize	REGULAR	(Leave blank)	(Leave blank)	LS_LARGE	(Leave blank)	(Leave blank)	(Leave blank)
   JC5678	Addr	REGULAR	(Leave blank)	(Leave blank)	(Leave blank)	US	(Leave blank)	San Francisco

7. Save the file to the new file name Active Parent and Child Territory Coverage Import.csv.

Import Your Files for Active Territories

Import the sales territory file first to create the parent and child territories. Then import the sales territory coverage file to add the new coverage for both territories.

1. Navigate to Import Management.

2. Click Create Import Activity.

3. Enter these options.

   Field Name	Value
   Name	Import Parent and Child Territory
   Object	Sales Territory
   File Name	Active Parent and Child Territory Import.csv
   Import Mode	Update and create records

4. Click Next.

5. In the Map Fields page, click Next.

6. Click Submit.

7. Verify that the import activity completed successfully.

Next, import the sales territory coverage file:

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

2. Enter these options.

   Field Name	Value
   Name	Import Parent and Child Territory Coverage
   Object	Sales Territory Coverage
   File Name	Active Parent and Child Territory Coverage.csv
   Import Mode	Update and create records

3. Click Next.

4. Click Next.

5. Click Submit.

6. Verify that your import completed successfully.