Import data

Setup requirements

File format

Territory Manager handles several file formats: XLS, .XLSX, .TXT, KML, KMZ, 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 (Sectorize 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

Additional points

Initial import (Sectorize 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

Territories

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

Site identifier
Sector identifier

Indicator

Layers (Carbon copy, Tracing paper, Replica…)

Points (max 10,000 lines)

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

Indicator
Data format
Fields Format Comments

Address

Alphanumeric

Information relating to point location

Grouping key

Alphanumeric

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

Post Code

Alphanumeric

Information relating to point location

Site identifier

Alphanumeric

Identical to the grouping key if using districting with sites.

Unique identifier

Alphanumeric

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
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

Name of objects, points or geographic entities.

Grouping name

Alphanumeric

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

Country

Alphanumeric

Town

Alphanumeric

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

Sectorization type Action type

Sectorizing points

Import points

Sectorize 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 sectorization type, you will need to first import the points or geographic zones and then import the sites.
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