Territories file
The file Territories (territories) gives the sales territories of a company, for example the areas and the markets of the field agents.
Rules of the rows
- The territories have 1 to 4 levels. The level comes from the parent territory. A territory without a parent is at level 1.
- The names of the levels, for example "Area" and "Market", come from the page Territories, not from the file.
- Two territories under the same parent cannot have the same name.
- The parent can be a territory of the same file or an active territory of the company.
A second file
A territory code that the company has already is an error. To change the territories of an earlier file, select Update rows that an import made. The second file can change the name and is_active. A territory that a user typed cannot change.
Rules of the file
- Row 1 has the column names. Do not change them. The data starts on row 2.
- Write the data on the sheet "territories". The system reads the sheet "territories", or else the first sheet.
- A column that is not necessary can stay empty. You can remove a column that is not necessary.
- A file can have at most 100,000 data rows and 20 MB. Put more data in more than one file.
- Codes and other text: write them as text. Excel keeps a code such as 001 only in a text cell.
- Y means yes and N means no. A list column takes more than one value, separated by ";".
- Do not write formulas. The system reads the values only.
Columns of the file (version 1)
| Column | Necessary | Type | Meaning | Values | Example |
|---|---|---|---|---|---|
territory_code |
Yes | code, at most 16 characters | The code of the territory. It must be different on each row. | N-01 |
|
territory_name |
Yes | text, at most 100 characters | The name of the territory. Two territories under the same parent cannot have the same name. | North Market |
|
parent_code |
No | code, at most 16 characters | The code of the territory above this territory. Keep it empty for a territory at level 1. | N |
|
is_active |
No | Y or N | N: the territory is deactivated. Empty: Y. | Y, N |
Y |
source_note |
No | text, at most 100 characters | A note that identifies the row in your source. The system shows it in the messages, and it does not keep it. | party:001 |
Example
A file with one row, in CSV format. Row 1 has the column names.
territory_code,territory_name,parent_code,is_active,source_note
N-01,North Market,N,Y,party:001