1. Understanding Import and Export Management for Sales and Fusion Service
  2. Example of Importing Territory Geography Data

Example of Importing Territory Geography Data

This example demonstrates how you can import data using Import Management. In this example, you have a source file containing territory geography data that you want to import into the application.

A territory is an area of responsibility of a salesperson over a set of sales accounts. A territory can be based on various dimensions, such as the geography, product, organization type, industry, business size, account, account type, and sales channel dimension. The territory geography defines the boundaries of a territory according to the selected dimensions, such as Europe, USA, or Asia. Dimensions are attributes that define jurisdictional boundaries of territories. You can use geography dimensions to define territories by country or postal code, based on Territory Geographies. You must create or import territory geographies before they can be used in territory definitions.

Summary of the Tasks

You perform the following steps to create an import activity and activate the import.

  1. Determine what information is in the source file.

  2. Create and schedule the import activity.

Before You Start

  1. You use the country structure of a country to define which geography types are part of the country. For more information about an example of importing a country structure, see the topic "Example of Importing Country Structure Data".

  2. Ensure that the combination of the Source ID and Parent Source ID values is unique for each row of data within a single import. However, your source data files don't need to have the same Source ID and Parent Source ID values as your previously imported geography data. If the geography structure levels and the parents for each geography value are the same, then the changed IDs will not affect the import.

    For example, when importing a country, which is the upper node, and its state, you may provide the following values:

    • Data for a country: SOURCE_ ID = 1; PARENT_ID = (NULL). The PARENT_ID is null because the country is the upper level of the territory geography hierarchy and has no parent.

    • Data for a province: SOURCE_ ID = 2; PARENT_ID = 1 (the source ID of the country)

Determine the Information in the Source File

You include the data that you want to import into Sales and Fusion Service in a source CSV file. A sample input CSV file is shown below.

GeographyOrZoneName

LanguageCode

SourceId

ParentSourceId

GeographyOrZoneType

ZoneCode

CountryName

GeoParentName1

GLOBAL

US

1

GLOBAL

GBL

USA

United States

North America

US

2

1

COUNTRY

Canada

REGION 1

US

3

2

REGION

USA

United States
Note: Note the following:

You must create a source file (CSV) file with the attributes and import it using import management as shown in this table.

Attribute Name

Value

Description

GeographyOrZoneName

GLOBAL

The primary name of the geography or zone.

LanguageCode

US

The unique language code of the country to which the territory geography belongs. The default value is US.

SourceId

1

The source ID for the territory geography, along with the parent source ID, is used to identify the territory geography's parent/child relationship within the source file data and subsequent interface table data.

ParentSourceId

11

The parent source ID for the geography, along with the source ID is used to identify the geography's parent and child relationship with records within the source file data. This should be null for the country record, as Country is at the top of the hierarchy.

GeographyOrZoneType

COUNTRY

The type of the geography or zone.

ZoneCode

GBL

A unique user-defined code of the zone to which the territory geography belongs. It's used only for zones.

CountryName

USA

The name of the country for that geography. It's used only for master geographies.

GeoParentName1

United States

This is used to specify the complete path of any master geography, starting with the country name. For example, if your TerritoryGeographyName is San Francisco, then the path of the master geography is GeoParentName1 = "United States".

You can create an import activity, enter the import details, and schedule the import. To create an import activity:

  1. Go to Navigator > Tools > Import Management > Import Queue.

  2. Click Create Import Activity in the Manage Imports page.

  3. In the Enter Import Options page, provide a name for the import activity, and select Territory Geographies from the Object drop-down list.

    Note: In the Advanced Options section, the option Enable High-Volume Import is selected by default. This mode is designed to import millions of records at once.

  4. Select the CSV file in the File Name field, and click Next.

  5. The source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.

  6. Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.

  7. Review the import details on the Review and Submit page, and click Submit.

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