Remove Customer Inclusions Using Import Management
In this example, you create an import file to remove the customer inclusion record for the account Pinnacle Technologies from the NA Sales territory.
Use Export Management to locate the Coverage Number value for the sales territory coverage customer inclusion record for the account Pinnacle Technologies from the NA Sales territory. Create an import file to remove this customer inclusion and name it Remove Customer Inclusions NA Sales.csv.
Field Name |
Value |
---|---|
UniqueTerritoryNumber |
CDRM_380 |
CoverageTypeCode |
INCLUSION |
TerrDimensionCode | Acct |
RegistryID Note: The OriginalReference or AccountID value can be
used instead.
|
CDRM_1352 |
Import Your File to Active Territories
Import your file.
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Navigate to Import Management.
-
Click Create Import Activity.
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Enter these options.
Field Name
Value
Name
Remove Customer Inclusions NA Sales
Object
Sales Territory Coverage
File Name
Remove Customer Inclusions NA Sales.csv
Import Mode
Delete 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.
Your changes are available in your active territories. Review the NA Sales territory and verify the customer inclusion no longer exists.