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:
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Parent Territory NA Diagnostics has the unique number: 26088
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Salesperson Lisa Jones has the resource registry ID: 15
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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.
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Open an exported Sales Territory CSV file.
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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
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Save the file to the new file name Active Parent and Child Territory Import.csv.
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Open an exported Sales Territory coverage CSV file.
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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)
-
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
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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.
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Navigate to Import Management.
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Click Create Import Activity.
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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
-
Click Next.
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In the Map Fields page, click Next.
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Click Submit.
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Verify that the import activity completed successfully.
Next, import the sales territory coverage file:
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In the Manage Imports page, click Create Import Activity.
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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
-
Click Next.
-
Click Next.
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Click Submit.
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Verify that your import completed successfully.