Territories
Create, Update, Delete Territories
The template of the Territories.csv file should look like
This will update, create or delete (if last column Action = "DELETE") accordingly all Territories you input in your file.
Create, Update, Delete Territories
The template of the Territories.csv file should look like
This will update, create or delete (if last column Action = "DELETE") accordingly all Territories you input in your file.
Field | Format | Required/Optional | Other validations | Description |
---|---|---|---|---|
Customer Code | Code | Mandatory, Unique | Used to identify unique employee within the company | |
Sales Rep Code | Code, from defined Users | Mandatory | The rep needs to be in role Sales Rep (level 1) | |
From | Date YYYY/MM/DD | Optional | If empty we take current date | |
Action | Text | Optional | Put DELETE or nothing |
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