Update and Create Territories Using a New Proposal

In this example, you have a territory called NA Direct Sales Apps with several child territories. The coverage for some of these territories (NA Central region, NA Eastern region, NA Western region) includes the customer size Small.

You want to change the customer size to Large, and update the territory function to Sales Support. You also want to create a new territory named NA Not 48 Region and owned by Alex Smith to cover large, direct customers in Hawaii and Alaska. Perform these steps:

1. Create a new proposal. Don't add territories to this proposal. Your import won't automatically create a proposal.

2. Import complete definitions of each territory to be created or updated.

3. Activate the territory proposal.

Create a New Empty Proposal

1. Navigate to Sales > Territories.

2. Click the Sales Territories Hierarchy tab.

3. Click Manage Proposals.

4. Click Create.

5. Name the proposal Update and Create Territories Proposal.

6. Click Save and View.

7. Expand the Details section and note down the proposal number. In this example it's CDRM_47012.

8. Click Done twice.

Create the Sales Territory Import File

1. Open an existing exported territory CSV file or create a new file.

2. Save this example file as Update and Create NA Direct Sales child territories in new proposal.csv.

3. Remove all rows for other territories from your export file.

4. Enter a row for each new or updated territory. If you're updating a territory, create the unique territory number by using the proposal number, hyphen, territory number. If you leave the territory number blank for the application to create, then enter the unique territory number using the correct proposal number-hyphen-a unique made-up number.

   UniqueTerritoryNumber	ProposalNumber	TerritoryNumber	Name	TypeCode	CoverageModel	TerritoryFunction Code	OwnerResource Number	OwnerTrans	ParentUnique TerritoryNumber
   CDRM_47012-CDRM_122	CDRM_47012	CDRM_122	NA Central region	PRIME	SALES_ACCOUNT_CENTRIC	SALES_SUPPORT	9147	Michael Rogers	CDRM_249
   CDRM_47012-CDRM_451	CDRM_47012	CDRM_451	NA Eastern region	PRIME	SALES_ACCOUNT_CENTRIC	SALES_SUPPORT	9147	Michael Rogers	CDRM_249
   CDRM_47012-CDRM_318	CDRM_47012	CDRM_318	NA Western region	PRIME	SALES_ACCOUNT_CENTRIC	SALES_SUPPORT	5110	Alex Smith	CDRM_249
   CDRM_47012-1234	CDRM_47012	Leave blank (the application allocates a territory number) or enter a unique territory number, for example 12539	NA Not 48 region	PRIME	SALES_ACCOUNT_CENTRIC	SALES_SUPPORT	5110	Alex Smith	CDRM_249

Create the Sales Territory Coverage Import File

1. Open an existing exported territory coverage CSV file or create a new file.

2. Save this example file as Update and Create NA Direct Sales child territory coverage in new proposal.csv.

3. Remove all rows for other territories from your export file.

4. Enter coverage rows as needed for each new or updated territory. Copy the unique territory numbers from you territory import file. Cells in this table containing N/A should have no entries in your import file.

   UniqueTerritoryNumber	TerrDimensionCode	CoverageTypeCode	CustomerSizeCode	SalesChannelCode	GeographyName
   CDRM_47012-CDRM_122	SChnl	REGULAR	N/A	ZPM_DIRECT_CHANNEL_TYPES	N/A
   CDRM_47012-CDRM_122	Geo	REGULAR	N/A	N/A	~GLOBAL~North American Sales~United States~Midwest
   CDRM_47012-CDRM_122	Geo	REGULAR	N/A	N/A	~GLOBAL~North American Sales~United States~South
   CDRM_47012-CDRM_122	CSize	REGULAR	LARGE	N/A	N/A
   CDRM_47012-CDRM_318	SChnl	REGULAR	N/A	ZPM_DIRECT_CHANNEL_TYPES	N/A
   CDRM_47012-CDRM_318	Geo	REGULAR	N/A	N/A	~GLOBAL~North American Sales~United States~West
   CDRM_47012-CDRM_318	CSize	REGULAR	LARGE	N/A	N/A
   CDRM_47012-CDRM_451	SChnl	REGULAR	N/A	ZPM_DIRECT_CHANNEL_TYPES	N/A
   CDRM_47012-CDRM_451	Geo	REGULAR	N/A	N/A	~GLOBAL~North American Sales~United States~Northeast
   CDRM_47012-CDRM_451	CSize	REGULAR	LARGE	N/A	N/A
   CDRM_47012-CDRM_1234	SChnl	REGULAR	N/A	ZPM_DIRECT_CHANNEL_TYPES	N/A
   CDRM_47012-CDRM_1234	Geo	REGULAR	N/A	N/A	~GLOBAL~North American Sales~United States~West~Pacific~AK
   CDRM_47012-CDRM_1234	Geo	REGULAR	N/A	N/A	~GLOBAL~North American Sales~United States~West~Pacific~HI
   CDRM_47012-CDRM_451	CSize	REGULAR	LARGE	N/A	N/A

Import Your Files

Import your territory file and your coverage file.

1. Navigate to Import Management.

2. Click Create Import Activity.

3. Enter these options.

   Field Name	Value
   Name	Update and Create NA Direct Sales child territories
   Object	Sales Territory
   File Name	Update and Create NA Direct Sales child territories in new proposal.CSV
   Import Mode	Update and insert records

4. Click Next.

5. In the Map Fields page, review the mappings. Optionally apply a specific mapping, or click Save as to save the mapping or map any unmapped fields.

6. Click Next.

7. Click Submit.

To import the sales territory coverage file:

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

2. Enter these options.

   Field Name	Value
   Name	Update and Create NA Direct Sales child territory coverage
   Object	Sales Territory Coverage
   File Name	Update and Create NA Direct Sales child territory coverage in new proposal.CSV
   Import Mode	Update and insert records

3. Click Next.

4. In the Map Fields page, review the mappings. Optionally apply a specific mapping, or click Save as to save the mapping or map any unmapped fields.

5. Click Next.

6. Click Submit.

7. Verify that all of your imports completed successfully.

Review Your Imported Territories and Activate the Proposal

Check your imported territories before you activate your proposal.

1. Navigate to Sales > Territories.

2. Click More Details.

3. Click Manage Proposals.

4. Click the Territory Export Proposal.

5. Find your added or changed territories and verify the coverage.

6. Click Activate.

7. If you get a warning about the activation date, click Yes.

8. Use Refresh to monitor the progress of the activation process. On completion the proposal appears in the Completed Proposals list.

Your changes are available in your active territories.