Create Import Templates for Territories

When you import territories, you use separate files for coverage, line of business, and territory team members. Coverage, line of business, and team members (resources) are part of the parent object sales territory.

You can create hierarchical import templates to group the files together the same way each time you import. The parent sales territory file is imported first, then the files for the child objects. A template also includes the import mode, such as to delete records.

Create a Template

This example shows how to create a template for territories.

1. Navigate to Tools > Import Management > Import Configuration > Manage Template > Create Template.

2. On the Create Template page, name the template Create and Update Territories and Coverage.

3. Select the import object Sales Territory.

4. Click the Import Object Hierarchy link to select the object hierarchy.

5. Select the Enabled check box for each object to import. You can select the child objects under the parent hierarchy only after selecting the parent object.

6. Select the import mode Update and create records.

7. Save and close.

8. Refresh to see your new template.

Suggested Templates

Create these templates to cover most of your future import needs.

Warning: Don't use import templates to import territory coverage along with sales territories or resources.

Template Name	Objects	Import Mode
Create Territory and Team and Coverage	Sales Territory Sales Territory Resource	Create records, or Update and create records
Update Territories	Sales Territory Sales Territory Resource	Update and create records
Add Territory Coverage	Sales Territory Coverage	Create records
Delete Territory	Sales Territory	Delete records
Delete Territory Resource	Sales Territory Resource	Delete records
Delete Territory Coverage	Sales Territory Coverage	Delete records