Update Territories With a Proposal Using Export and Import

In this example, you have a territory called NA Direct Sales Apps with several child territories. The coverage for some of these territories includes the Customer Size Small. You want to change the Customer Size to Large.

You will also update the territory function to Sales Support. To do so, you can use Export and Import Management to incrementally update the sales territories. You export the sales territory and sales territory coverage files, and then import a coverage file to delete the unwanted coverage and import a coverage file to create the new coverage, and a sales territory import file to update the territory function.

Here's the process followed in this example.

1. Create a proposal and add the individual territories to be updated to the proposal.

2. Use Export Management to export all territories in that proposal.

3. Use the Export Management Activity filter criteria (proposal number) to export the sales territories that need to be updated. Include two objects: sales territory and sales territory coverage.

4. Edit your files for import. This approach uses a proposal to perform incremental updates to the territories, so you include only the territory records that require updates to the territory function in the sales territory import file. You include only the Small Customer Size territory coverage records to be removed in the DELETE sales territory coverage import file. You include only the Customer Size Large territory coverage records to be added in the CREATE sales territory coverage import file.

5. Import your changed files.

6. Review your proposal and activate it.

Create a Proposal

Create the proposal and add territories to be updated.

1. Navigate to Sales > Territories

2. Click the Sales Territories Hierarchy tab.

3. Click Manage Proposals.

4. Click Create.

5. Name the proposal NA Direct Sales Apps Territory Export Proposal.

6. Click Save and View.

7. Search for territories with a name that starts with NA Direct Sales Apps.

8. Select NA Direct Sales.

9. Click View in Hierarchy.

10. Expand the hierarchy and add these territories to the proposal:

    • NA Central region

    • NA Eastern region

    • NA Western region

11. Note down the number for the proposal from the Details section.

12. Click Done twice.

Export Sales Territory and Coverage Files

1. Navigate to Export Management.

2. Click Create Export Activity.

3. Name the export Territory Export Proposal.

4. In the Object field, select Sales Territory.

   The name of your export file appears in the File Name field.

5. Under Advance Options, select Language Independent Header.

6. Click Next.

7. The Sales Territory object is enabled. Enable the Sales Territory Coverage object.

8. Select Sales Territory to set these attributes and filter:

   1. Select these fields in the Attributes region:

      • Move Unique Territory Number to Selected Fields and move it to the top.

      • Proposal Number

      • Territory Number

      • Territory Name

      • Territory Function

   2. Click Filter Name and create this filter:

      1. Find the Proposal Number field and click Insert.

      2. Click the equals symbol.

      3. Enter your proposal number in single quotes.

      4. Save and close.

9. Select Sales Territory Coverage and set these selected fields to be in this order:

   1. Coverage Number

   2. Unique Territory Number

   3. Coverage Type Code

   4. Territory Dimension Code

   5. Customer Size Code

10. Click Filter Name and create this filter:

    1. Find the TerrDimensionCode field name and click Insert.

    2. Click the equals symbol.

    3. Enter 'CSize'.

    4. Save and close.

11. Click Next.

12. Click Submit.

Edit the Exported Files

When the export is successful, you extract the files and modify them to create three import files, one for sales territory and two for sales territory coverage.

1. In the compressed export file, find and open the territory CSV file.

2. Edit the file rows:

   Unique Territory Number	Proposal Number	Territory Name	Territory Function
   Leave value as exported	Leave value as exported	Leave value as exported: NA Central region	Add the territory function value: SALES_SUPPORT
   Leave value as exported	Leave value as exported	Leave value as exported: NA Eastern region	Add the territory function value: SALES_SUPPORT
   Leave value as exported	Leave value as exported	Leave value as exported: NA Western region	Add the territory function value: SALES_SUPPORT

3. Save to a new file name: Update NA Direct Sales Apps child territories.csv.

4. In the compressed export file, find and open the sales territory coverage CSV file.

5. Edit the file:

   Coverage Number	Unique Territory Number	Coverage Type Code	Territory Dimension Code	Customer Size Code
   Leave value as exported	Leave value as exported	Leave value as exported	Leave value as exported	Leave value as exported
   Leave value as exported	Leave value as exported	Leave value as exported	Leave value as exported	Leave value as exported
   Leave value as exported	Leave value as exported	Leave value as exported	Leave value as exported	Leave value as exported

6. save it to a new file name to delete a coverage: Delete NA Direct Sales child territories coverage.csv.

7. In the compressed export file, find and open the sales territory coverage CSV file.

8. Edit the file:

   Coverage Number	Unique Territory Number	Coverage Type Code	Territory Dimension Code	Customer Size Code
   Clear value	Leave value as exported	SALES_ACCOUNT_CENTRIC	CSize	LARGE
   Clear value	Leave value as exported	SALES_ACCOUNT_CENTRIC	CSize	LARGE
   Clear value	Leave value as exported	SALES_ACCOUNT_CENTRIC	CSize	LARGE

9. save it to a new file name to create a coverage: Create NA Direct Sales child territories coverage.csv.

Import Your Files

Import your territory file.

1. Navigate to Import Management.

2. Click Create Import Activity.

3. Enter these options.

   Field Name	Value
   Name	Update NA Direct Sales Child Territories
   Object	Sales Territory
   File Name	Update NA Direct Sales Apps child territories.csv
   Import Mode	Update and insert records

4. Click Next.

5. In the Map Fields page, click Next

6. Click Submit.

To import the sales territory coverage delete file:

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

2. Enter these options.

   Field Name	Value
   Name	Delete NA Direct Sales child territory coverage
   Object	Sales Territory Coverage
   File Name	Delete NA Direct Sales child territories coverage.csv
   Import Mode	Delete records

3. Click Next.

4. In the Map Fields page, click Next.

5. Click Submit.

To import the sales territory coverage files:

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

2. Enter these options.

   Field Name	Value
   Name	Create NA Direct Sales child territory coverage
   Object	Sales Territory Coverage
   File Name	Create NA Direct Sales child territories coverage.csv
   Import Mode	Create records

3. Click Next.

4. In the Map Fields page, click Next.

5. Click Submit.

Verify that 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.

   1. Search for the territories in the proposal, such as NA Central and view them in the hierarchy.

   2. Show dimensions and confirm the customer size is correct.

   3. Confirm your changed territory function.

5. Click Activate.

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

7. 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.