Our improved import of places will allow users to import places with assigned territories as before but will also enable them to create whole hierarchies.
With our territory hierarchies:
- Places can be assigned only to the lowest level territories (leaves) in a hierarchy.
- Back office users can be assigned to any level in the hierarchy
- Reps and back-office users can be assigned to multiple territories
In the photo below we illustrate how to import places with territories:
As in the image above, the right format to enter the territories in your file is the following: Europe>Croatia>Karlovačka>Karlovac
The last segment in the chain is the leaf territory, the territory the place gets assigned to.
After you import your file, the procedure is the same as usual, meaning that you have to map your columns and click on import again.
After importing you will see a window with a message of what will be imported/updated. The new additions to your existing hierarchy will appear in bold. If these are not the changes you want you can still Cancel the process in this step. If all looks good you can proceed by clicking on Confirm.
If your list is not properly formatted and there are errors that could cause issues with place visibility on the mobile app, you will get a message similar to our example below.
Once the import is complete you will receive an e-mail with the details regarding your import. Your places will be updated and assigned to the territories you specified.
To learn more about Territory hierarchies we recommend this article as a start: Welcome to Territory Hierarchies