Bulk Geographies by Uploading an Excel File
For businesses evaluating new Geographies for Business Expansion, a quick tip to save time by uploading multiple geographies in CRM at once. Email [email protected] for a personalized demo or download from our Website or Microsoft AppSource and experience a 15-day free trial yourself!
The users also have the option to upload multiple geographies through an Excel files supported by CRM using the Bulk Geographies feature in Maplytics.
To upload the geographies in bulk, the user first needs to export an Excel template. Go to Settings > Data Management > Imports > select the ‘Excel Templates’ and then click on the ‘Create Excel Template’ option. Select the ‘Excel Template’ and in the ‘Select data’ section, select the ‘Geography’ Entity in the ‘Filter by entity’ field.
The excel file should in the supported file format as mentioned below.
Name: Name of Geography.
Search Option: Bulk geography feature is available only for the ‘By Region’ option, so this value should always be ‘1’.
Color: Color should be in Hexadecimal format i.e. (#DAF7A6). If the user enters the color in other formats then the default color (Blue) will be set.
Region Type: There are 6 region types that the user can define to create the geography. (Country, State, County, City, PostalCode1, PostalCode2).
Region Value: If the user needs to create the geography based on Postal Code, then they can define the postal code values in this column. To define multiple geographies in single territory, use the comma separator (,).
Territory: This is a lookup value to define which geography belongs to which territory.
For Territory Management:
- The column of ‘Territory’ should contain the Names of the territory(ies).
- Color: Color should be in Hexadecimal format i.e. ( #DAF7A6). If the user enters the color in other format then the default color (Green) will be set.
- There are 8 region types that the user can define to create the geography. (Country, State, County, City, PostalCode1, PostalCode2, PostalCode3, PostalCode4).