• Click on the Create from File button. This will allow you to search on a local or networked drive for the file you want.
  • Select the csv file you want to use to create your territories.
  • Select the Region Dataset you wish to use to build your territories.
  • Select the column in your file that identifies the region. The region in your file must match the region dataset you chose (e.g if you wish to build your territories on counties then you must have selected a county dataset to build them on.)
  • Select the column in your file that identifies the territory.
  • If you have any extra attributes in your file you will be able to select these once you have identified the Region and Territory.
  • Click on the Complete button.

Your territories will be uploaded and presented as seen above.

Territory Errors

If there are any errors in the upload process they will be presented to you as below.

  • Download the error report to see what the errors are.
  • Correct the errors and try importing again
  • You can also click on the Proceed Anyway button to continue with the upload without correcting the errors.

 Renaming a Territory

  • Hover over the Territory name in the Control Panel and the Settings icon will appear.
  • Click on this to open the Settings window.
  • Click on ┬áRename to open the rename window.
  • Enter the new Name and Description for this dataset.
  • Click on the Done button to close the window and return to the map.

Add Territory to a Map

  • Hover over the Territory name in the Control Panel and the Settings icon will appear.
  • Click on this to open the Settings window.
  • Click on Add to Map to open the Add to Map window.

Add to New Workspace

If you want to add the Territory to a new map in a new workspace click on the Add New Workspace Link.

  • A new Workspace will be created and listed at the top of the Add to Map window with a new Map created and checked.
  • You can also create more new maps in the new workspace by clicking on the Add New Map link.
  • Click on the Add to selected maps button to add the Territory to the maps

Add to Existing Map

If you want to add the Territory to an existing map you can select from the list of maps presented.

  • Select the map or maps that you want to add the territory to by clicking in the box next to them.
  • You can also create more new maps in the new workspace by clicking on the Add New Map link.
  • Click on the Add to selected maps button to add the Territory to the maps

Add to Map from within a workspace

You can also add a territory to a map when you are in a workspace. Territory datasets are auto saved to the library as they are being built or edited. You can add the territory directly from the library. Please see here for how to do this.

Watch our Territory Map tutorial videos

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