Export territory assignments to a file
MapBusinessOnline is an excellent tool to build and visualize your sales territories. It provides several options for creating territories including territory import. Once you have your territories mapped, you may want to import information about territories into 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 and other software products.
- The option to export territory assignments is available in Data window. Open Data window if it is not already open.
- On the Data window's toolbar select your territory alignment layer - ZIP codes in our example.
- Click Export button on the Data window's toolbar.
- Export data wizard will start. On the first page of the wizard check the "Export only records assigned to a territory", "Segment data records by territory" boxes and choose Territories in the territory layer box. Click Next button.
- Finish Export data wizard to save the territory assignments file.
