Managing account-territory alignments using file upload
You can manage how your customer accounts and territories are aligned using the Upload account territory alignment option in Manage. This is especially helpful if you are adding new accounts mid-year and need to align them to a territory or you need to move multiple accounts between existing territories. The file upload option allows you create net new account territory alignments meaning that you are able to align any new customer accounts that you added mid-year to desired territories. The file also lets you move existing account-territory alignments between territories in bulk.
Note
If you are aligning new accounts, complete the steps for uploading customer accounts. See Importing hierarchy files to the Customer Accounts hierarchy.
Once your file upload for your customer accounts completes, click the Territory alignment option on the success page. Alternately, you can click the Upload account territory alignment option
on the battle card canvas.The following are columns that you can include in your file:`
Table 13. Account-territory alignment file uploadColumn name
Required
Notes
Account Key
Yes
Current Territory
Yes
If aligning new accounts, this is the territory you are aligning a new account to. If moving existing accounts, this is the territory you are moving an existing account from.
Target Territory ID
No
This column is only required when moving accounts with an exsiting alignment to another territory.
Hierarchy Key
No
This is required if have set quota below territories at two levels (for example, account and product).
Hierarchy must match the custom hierarchy selected Quota breakdown in your battle card in Plan (ex. Product, Industry).
Hierarchy Inlcusion Key
No
This is required if have set quota below territories at two levels (for example, account and product).
Hierarchy must match the custom hierarchy selected Quota breakdown in your battle card in Plan (ex. Product, Industry).
Hierarchy Inclusion Key must be a unique ID.
Effective Start Date
No
Effective start date is required for moving existing account alignments between territories.
The date fields indicate the period that the account aligns with the territory. If you do not add effective dates to align accounts to territories, the assumption will be that the most restrictive of the territory effective dates and the account effective dates are to be used.
Effective End Date
No
The date fields indicate the period that the account aligns with the territory. If you do not add effective dates to align accounts to territories, the assumption will be that the most restrictive of the territory effective dates and the account effective dates are to be used.
Navigate to your pre-formatted CSV file, select it, and then click Open.
Click Next and on the next screen, review your imported data.
Click Import.
A success message tells you how many hierarchies were updated with account territory alignment information. Once you align new accounts to a territory, you will see them in the Account quota grid in Manage where you can continue to redirect them between territories.
Note
Performance may be impacted during upload if your file exceeds 1,500 rows.
Sample Account territory alignment file
Here is an example of Account territory alignment data.
Account Key | Hierarchy Key | Hierarchy Inclusion Key | Current Territory | Target Territory | Effective Start Date | Effective End Date |
|---|---|---|---|---|---|---|
New Account | Industry | Consumer goods | TER-04 | |||
120534 | Industry | Transportation | TER-03 | TER-04 | 10-01-2023 | |
120535 | Industry | Transportation | TER-03 | TER-04 | 11-01-2023 |