Pin set files
Pin set files contain the data that you need to display pins on the map. For example, if your organization is in the Health Services industry, you may want to add pins to the map to show the location of every hospital that your organization sells to. You can add pin sets from the map view and at the battle card level. Once you import pin set data, you will be able to reuse it to add pins to another battle card.
Note
For more information about Varicent Sales Planning's map feature, see Territory planning using the map and Managing map pins.
Account pins are available out-of-the-box. This pin set uses your Customer Accounts hierarchy data to show the locations of your customer accounts on the map.
Formatting pin set files
Before you get started creating your pin set files, make sure you fully understand the file requirements. See Best practices for formatting your data.
Pin set files only require two columns, Country and ZipPostal. The other columns in this list can be used to provide additional details, as required.
Column name | Description | Data format | Example |
|---|---|---|---|
Country | NoteThis is a required column. Contains the country code where the pin object is located, for example CA for Canada and US for United States. | Text | CA |
ZipPostal | NoteThis is a required column. Contains the zip or postal code. | Text | L8N 4A6 |
Name | Contains the name of the pin object. For example, if you're creating a pin set for hospitals, this field would contain the name of the specific hospital. | Text | St. Joseph's Healthcare Hamilton |
City | Contains the city where the pin object is located. | Text | Hamilton |
StateProvince | Contains the state or province where the pin object is located. | Text | Ontario |
Address1 | Contains the civic number and street name. | Text | 50 Charlton Ave E |
Address2 | Contains the apartment, suite, or unit number, if applicable. | Text | Suite 101 |
Latitude | Contains the latitude coordinate where the pin object is located. | Numeric | 43.139410 |
Longitude | Contains the longitude coordinate where the pin object is located. | Numeric | -80.263650 |
Sample pin set data
Here is an example of pin set data. In this example, we're adding pins to mark the locations of hospitals on the map. You can use this as a reference when setting up your own files.
Name | City | StateProvince | Address1 | Address2 | Country | ZipPostal | Latitude | Longitude |
|---|---|---|---|---|---|---|---|---|
NewYork-Presbyterian Lower Manhattan Hospital | New York | New York | 170 William St | US | 10038 | 40.712776 | -74.005974 | |
Dignity Health - California Hospital Medical Center | Los Angeles | California | 1401 S Grand Ave | US | 90015 | 34.052235 | -118.243683 | |
Washington Hospital | Washington | Pennsylvania | 155 Wilson Ave | US | 15301 | 40.170891 | -80.245438 | |
St. Joseph's Healthcare Hamilton | Hamilton | Ontario | 50 Charlton Ave E | Suite 101 | CA | L8N 4A6 | 43.256531 | -79.874420 |
Sunnybrook Health Sciences Centre | Toronto | Ontario | 2075 Bayview Ave | CA | M4N 3M5 | 43.653225 | -79.383186 |
Importing pin set files
You can import pin set files from the map and then customize the look of your pins. Your pins will display on the map for whichever battle card you added the pins to. You can reuse your pin set data in other battle cards by choosing to add pins using existing data.
Before you import your pin set data, make sure that you've completed the following tasks:
Download the pin set file template
Follow the steps to format your data
On the Planning cycles home page, click the planning cycle to open.
Click the Territory view.
On the battle card canvas, select the battle card that you want to add a pin set to.
In the data tray, click the Territory definition tab.
Switch the toggle from View grid to View map to open the map view.
Click the pin icon
and then click 
Add pin set.Select Import new pin set data.
The file type is set to Pin set by default.
Enter a name for your data table.
When you upload your pin set file, we save it under your data table name. You can use the same pin set data to add pins to another battle card.
Click Choose a file.
Navigate to your pre-formatted CSV file, select it, and then click Open.
Tip
You can download a template file directly from the import dialog. Click Download template CSV file.
Click Import.
Customize your pin set settings:
Note
We automatically select your data source based on the pin set file you just imported.
Enter a name for your pin set.
This name displays in the map pins drop-down. You can select it to view this pin set on the map. The maximum character limit is 20 characters.
Select a pin set icon.
This determines which icon we show to display your pins on the map.
Select a pin set color.
This determines the color of your pins on the map.
Click Add pin set.