Save Excel File

Within the Territory Map preview, user can select the option of ‘Excel File’ to select an excel file to the territory. User can also select the color to view the regions in the same. They further need to select the following options in order to save the excel file as per their requirement:

Select Region Type: User should select the region type based on which the boundaries of the regions from the excel file is to be plotted.

Select Region Value: User needs to select the column from the excel file that contains the values for the selected Region Type.

Select Main Region: User needs to select the column from the excel file that contains the value for the biggest region for the selected Region type in order to plot the regions accurately. For example: If the Region type selected is Postal code, so the Main Region should be preferably Country. If the column of country is not available then the column with the values for respective States or Cities can be selected.

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