Import Territory Assignment

To import territory assignment, follow the steps below:

  1. Go to App Builder > Territories.

    The Territories page appears.

  2. Click the Import Territory Assignment card.
    Import Territory Assignment 1
  3. Click the Download Template button to download the template.
    Import Territory Assignment 2
    A blank excel sheet is displayed. Refer the instructions listed in the Important Notes to upload the data.
  4. Fill in the excel sheet.
    Import Territory Assignment 3
  5. Click Choose File and select the filled excel sheet.
    Import Territory Assignment 4
  6. Click Import button to import the updated list into the application.