Seller assignment files
Seller assignment files contain information about the sellers assigned to your territories. This type of file import allows you to assign sellers to territories in your battle card in bulk, rather than assigning sellers one at a time.
Formatting seller assignment files
Before you get started creating your seller assignment files, make sure you fully understand the file requirements. See Best practices for formatting your data.
Seller assignment files require the following columns:
Column name | Description | Data format | Example |
|---|---|---|---|
Email Address | Contains the email address of the seller that you want to assign to the territory. NoteCurrently, we only support emails in all lower case. Mixed capitalization will result in file import errors. | Text | seller01@yourorg.com |
Ownership Percentage | Contains a numeric value that indicates the percent of ownership for the territory. This field lets you assign multiple sellers to a territory and divide responsibility between them. If you only assign one seller to a territory, the ownership must be 100%. | Numeric | 100 |
Territory ID | Contains the unique ID of the territory you are assigning the seller to. | Text | TER-001 |
Effective Date | NoteThis field isn't required. If you choose not to include this date, by default, we'll set it to the start of your planning cycle. Contains the start date when your seller assignment is effective. For example, if you hire a new seller, you may want to assign them to a territory after their onboarding completes. In this case you can assign a date in the future and the seller doesn't assume responsibility for the territory until this date. | Date | 2022-01-01 |
End Date | NoteThis field isn't required. If you choose not to include this date, by default, we'll set it to the end of your planning cycle. Contains the end date when your seller assignment is no longer in effect. For example, if a seller leaves your organization, you may want to assign an end date for the seller's last day. | Date | 2022-12-31 |
Sample seller assignment data
Here is an example of seller assignment data. In this example, we've included effective dates for when these assignments will take effect. You can use this as a reference when setting up your own files.
Email Address | Ownership Percentage | Territory ID | Effective Date | End Date |
|---|---|---|---|---|
seller01@yourorg.com | 100 | TER-001 | 2022-01-01 | 2022-12-31 |
seller02@yourorg.com | 50 | TER-002 | 2022-01-01 | 2022-04-31 |
seller03@yourorg.com | 50 | TER-002 | 2022-01-01 | 2022-04-31 |
seller04@yourorg.com | 100 | TER-002 | 2022-05-01 | 2022-12-31 |
seller05@yourorg.com | 50 | TER-003 | 2022-01-01 | 2022-12-31 |
seller06@yourorg.com | 50 | TER-003 | 2022-01-01 | 2022-07-31 |
seller07@yourorg.com | 50 | TER-003 | 2022-08-01 | 2022-12-31 |
Importing seller assignment files
You can import sellers for each territory in your battle card. This lets you assign sellers in bulk, rather than doing it one at a time for each territory.
Before you import your seller assignment data, make sure that you've completed the following tasks:
Import your user data into your tenant, see User files
Create you battle card
Define territory groups and territories for your battle card
Download the seller assignment template and follow the steps to format your data
On the Planning cycles homepage, click the planning cycle to open.
Click the Territory view.
On the battle card canvas, select the battle card where you want to import seller assignments.
In the data tray, click the Seller assignment tab.
Click the Import icon
, and then click Import seller assignments.Drop or upload your pre-formatted CSV file.
Click
Import.Tip
If your file matches the required column headings exactly, we'll automatically match columns and publish your file. If your column headings vary from the required columns' spelling or syntax, you will need to complete steps 8 to 11 to match your columns.
Click Next.
Click Automatch to match the required column headings to the headings in your file.
Manually select the corresponding column header name for any column that was not automatically matched.
Click the drop-down
icon next to a column that hasn't been matched.A list of required columns displays.
Select the column name that corresponds with the data column in your file.
For example, your file may have a column called Ownership, but this data is identified as Ownership Percentage in Varicent Sales Planning. In this case, you would match the Ownership Percentage required column to the Ownership column in your file.
Repeat steps a an b until all columns are matched.
Click
Import.