Territories Wizard: Copy Territory From Excel


Once the spreadsheet has been created, switch to Excel and select the Excel sheet that contains the territory data.

  • Select the column headers for the first three columns (so this will select all the rows for the first three columns).  

  • Copy this data to the clipboard.  This can either by done using the Ctrl-C key combination or using the Copy item from the Edit menu.

Click Next to go to Paste Territory

Click Back to return to Export Territory To Excel