Click on the Action Menu in the top right corner and select Import.
Select a CSV to import.
Click Import.
You’ll receive a result file after the import has been completed. For larger imports, the result file will be emailed to you.
Things to keep in mind
The “Name” column is required in your import file. Aside from this, if there are any columns you do not wish to modify or that are not relevant to your territory structure, they do not need to appear in the import template.
Multiple values can be separate by either a comma or a line break for the following columns: Countries, States, Zip/Postal Codes, Other, and Assigned Users.
It’s not uncommon for some territory criteria (e.g. Zip/Postal Codes) to exceed the maximum cell size in Excel. If this is the case, you can add multiple rows with the same territory name, and the importer will automatically combine this data.
For columns that do not contain long data such as Evaluation Order and Active, only the first value will be kept in cases where two or more rows share the same territory name.
Assigned Users can be added to the “Assigned Users” column by full name, email address, Salesforce username, or Salesforce User ID.
If a territory contains data that exceeds the max character limit for a cell in Excel, the data will automatically be split into multiple rows.
You can add a column labeled “Delete” and include the value “true” or “yes” for any territories that you’d like to delete on reimport.
