User files
Your user file contains information about the various users in your organization, such as sales leaders, sales managers, sales analysts, and operations managers.
Note
User files are shared across all planning cycles in the tenant. You must create at least one planning cycle before you can add users.
After you've imported your users into Varicent Sales Planning, you can assign them as owners on battle cards, territory groups, and territories. These seller assignments are used when an admin starts a territory or quota planning workflow for the planning cycle. Any user that has been invited to be a contributor will be able to view their assigned territories and suggest changes for the duration of the workflow.
Formatting user files
Before you get started creating your user files, make sure you fully understand the file requirements. See Best practices for formatting your data.
User files require the following columns:
Column name | Description | Data format | Example |
|---|---|---|---|
EmailAddress | Contains the user's email address. This must be unique for each user. | Text | salesplanninguser@yourorg.com |
FirstName | Contains the user's first name. | Text | John |
LastName | Contains the user's last name. | Text | Smith |
EmployeeID | Contains a unique employee ID for the user. | Text | JS001 |
JobTitle | NoteThis column is optional, but recommended. Contains the user's job title. | Text | Sales Manager |
Sample user data
Here is an example of user data. You can use this as a reference when setting up your own files.
EmailAddress | FirstName | LastName | EmployeeID | JobTitle |
|---|---|---|---|---|
dgrey@yourorg.com | Dorian | Grey | DG001 | Sales Manager |
ebennet@yourorg.com | Elizabeth | Bennet | EB002 | Sales Lead |
tsawyer@yourorg.com | Tom | Sawyer | TS003 | Sales Operations Analyst |
jharker@yourorg.com | Jonathan | Harker | JH004 | Sales Manager |
cearnshaw@yourorg.com | Catherine | Earnshaw | CE005 | Sales Operations Manager |
Importing user files
Your user files are shared across all planning cycles in the tenant. Once you've imported your users, you can assign owners to battle cards, territory groups, and territories. You can also invite users as admins or contributors.
Before you import your user data, make sure that you've completed the following tasks:
Download the user 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
.Under the Admin section, click User management.
Click the
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.