Import Territory Assignment

  1. Go to Configurator > Territories.

    The Territories page appears.

  2. Click Import Territory Assignment card.
  3. Click Download link to download the template.
    A blank excel sheet is displayed. Refer the instructions listed in the Important Notes to upload the data.
  4. Update the new entries according to the format.
  5. Click Browse and select the excel sheet.
  6. Click Import button to import the updated list into the application.