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Export territory assignments to a file

This article describes how to export territory assignments to a file.
Related article: Design sales territories by ZIP codes.
Related article: Design sales territories by counties or states.

Map Business Online is an excellent tool to design sales territories. It provides a number of options of creating territories. Once you have your territories mapped you may want to export information about territories to another application such as corporate CRM or workforce management software. In this article we will look at how to export territory assignments to a text file that can be imported into Excel or other software products.

Note: in the current version of Map Business Online export of territory assignments doesn’t support the case of overlapping territories. If two territories overlap then exported file will keep information only on primary territory assignment for a geography segment (area).

  1. You can export territory assignments from Data window.

    Start by opening Data window. If it is not already open then click table icon on toolbar.

    Select map layer that is used for territories alignment - ZIP codes in our example.
  2. Now we can add Territory name and Territories count data columns to Data window. That is not required for territory assignments export but will help us to visualize data search.

    Hover mouse pointer over Data window columns heading and you will see small pencil icon. Click it to open ‘Select data columns’ dialog.
  3. In the dialog choose Territories data group. Select Territories and Territory data columns and click arrow icon to add them to Data window. Finally click ‘Set data column’ button.
  4. Now you can see Territories and Territory data columns in Data window.

    Let’s filter Data window to show only areas where territories overlap. Click filter icon to open ‘Filter data’ dialog.
  5. Enter criteria to look up areas that belong to your market area (part of a territory). See below. Click ‘Filter’ button in the ‘Filter data’ dialog.
  6. Now in Data window you can see all and only areas that are covered by sales territories.
  7. Click Export data button and follow instructions to save file with territory assignments.

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