Mapping territories

You can assign territories to the records being uploaded. To do so, in your data upload file, create a column (Territory) containing the Sage CRM territories you want to assign. Make sure the territory names in your file exactly match the territory names in Sage CRM.

Then, map the Territory column to the appropriate Sage CRM field, for example, Lead : Territory, Company : Territory, or Person : Territory.

If you don't assign any territory during Data Upload, the territory of your Sage CRM user account is automatically assigned to the records.