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.

1. Navigate to Import Management.

2. Click Create Import Activity.

3. 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

4. Click Next.

5. In the Map Fields page, click Next.

6. Click Submit.

7. 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.