By Excel File

After plotting an excel file, user can click on the ‘Create Territory’ button to create territories along with the shapes plotted on the map as Geographies. The names of the territories and the respective Geographies will be fetched from the excel file.

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.

Manager: The names of the users can be provided here. While creating territories, the managers for the respective territories. However, the column of ‘Manager’ is not mandatory to be in the excel file.

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)

For any queries, reach out to us at [e-mail]

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