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.

Territories Template- Specification

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



Try it Yourself

Download Sample and start