Importing hierarchy files to the Customer Accounts hierarchy
The Customer Accounts hierarchy is included as an out-of-the-box hierarchy in Varicent Sales Planning. It contains all the customer accounts that your organization sells to.
Before you import your hierarchy data, make sure that you've completed the following tasks:
Download the Customer Accounts hierarchy file template
Follow the steps to format your data
On the Planning cycles home page, click the planning cycle to open.
Click the Command center icon
.Click the hierarchy that you want to add data to.
Click the Upload hierarchy icon
.Click Choose a file.
Navigate to your pre-formatted CSV file, select it, and then click Open.
A progress bar displays as your file loads. Your file will show as Pending for a minute or so and then change to Completed.
Click Complete.