Import data

Setup requirements

File format

Territory Manager handles several file formats: XLS, .XLSX, .TXT, KML, KMZ (layers only), Google Sheets and OneDrive.

Territory Manager is optimized for .XLSX formats (notably with utilisation of date as indicator fields) with a volume less than or equal to 100,000 lines.

The file is made up of the following fields:

Import type File content Mandatory fields Optional fields

Initial import (Assign territories to the points)

Points

Unique identifier
Coordinates (Longitude / X, Latitude / Y)
And/or
Fields used for geocoding (Address, Post Code, Town, Country)

Indicator

Grouping key
Grouping name
Name
State/region

Additional points

Initial import (Assign territories to the geographic zones)

Geographic entities

Unique identifier

Indicator
Grouping key
Grouping name
Country

Additional geographic entities

Sites

Sites (max 250 lines)

Unique identifier
Coordinates (Longitude / X, Latitude / Y)
And/or
Fields used for geocoding (Address, Post Code, Town, Country )

Indicator
Name
Color

Territories

Territories affiliated to sites (several territories can be associated to the same site)

Site identifier
Unique identifier

Indicator
Name
Site identifier
Color

Layers (Carbon copy, Tracing paper, Replica…)

Points (max 100,000 lines)

Unique Identifier

Coordinates (Longitude/X, Latitude/Y)
Et/ou
Geocoding fields (Address, Postcode, City, Country)

Indicator
Name
State/region
Territory identifier (To retrieve Territory color via thematics)

Data format
Fields Format Comments

Address

Alphanumeric / string

Information relating to point location

Grouping key

Alphanumeric / string

Displays a previous territory assignment operation. Objects are grouped in relation to this key.

Post Code

Alphanumeric / string

Information relating to point location

Color

Hexadecimal from #000000 to #ffffff (html)

For territories and sites.

Site identifier

Alphanumeric / string

Identical to the grouping key if using territory assignment with sites.

Unique identifier

Alphanumeric / string

Unique identifier of the point or geographical entity.

Unique identifier - Geographical entity

Post code
IRISUGA (746)
Town
County
Region
Province (Canada)
State (U.S.A)

Indicator

Alphanumeric / string
Number
Duration
Date (spreadsheet)
Date DD/MM/YY (txt)
Date MM/DD/YY (txt)

Data item to take into account for balancing secctors (eg, turnover, number of fire hydrants, number of clients to visit…)

Longitude / X

WGS84 EPSG 4326
Web Mercator EPSG 3857
Lambert II Extended EPSG 27572
Lambert-93 EPSG 2154

Localisation information for points and sites

Latitude / Y

Name

Alphanumeric / string

Name of objects, points or geographic entities.

Grouping name

Alphanumeric / string

Allows you to display on the map a territory assignment previously carried out / a site survey, by assigning a Territory name to each line.

Country

Alphanumeric

ISO 3166-1 alpha-2 (2-character country code).

Town

Alphanumeric / string

Information relating to point location.
File storage location

The file can be stored on a locally accessible drive (hard disk, network drive), on OneDrive or GoogleDrive

Import points or geographic entities

Territory assignment type Action type

Assign territories to the points

Import points

Assign territories to the geographic zones

Import geographic entities

  • Click on the box with dotted borders as indicated in the illustration, and
    select the file to import
    You can also drag-and-drop the file to the inside of this box

    tm-reference-img/ecran_deposer_fichier.png
  • Click on Next
    If the file to import is in Excel format, and has several tabs, you can select which tab(s) to import. A preview of the file is provided.
    For the around sites territory assignment type, you will need to first import the points or geographic zones and then import the sites from the Territory assignement page.
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