Importing Account Data


Updating Account Data

When designing sales territories you typically have several data sets that you consider for each sales territory. There are times where you will find that you need to update the data that is in your current sales territory design. There are a few ways to run this type of update.

If you imported sales account account data with an Account ID then you can easily add or update the account data via the import process. If you did not import sales account data with an Account ID then you will have to first delete your sales accounts and data and then re-import the new data. This video above shows how to update and overwrite data that was imported with an Account ID.

Importing Segmented Accounts



Hide Account Icons


Renaming Account Segments

In other sales territory mapping packages it’s a real hassle to edit imported account segments. That is not the case in AlignMix 2016. In just a few clicks you can rename any customer segment that has been imported into your AlignMix file.

By watching the video above you will learn how to rename or edit your customer segments in less than one minute.

Sales Account Labels

You can display sales account labels for every sales account that you have imported. All it takes is just one click. Under view you select account labels.

Now when you zoom into your sales territories you will be able to see the name of every sales account.

Account Icons

In AlignMix you can customize the icons for each sales account and also modify at what zoom level each icon appears at. This allows you to create the best type of map display for your business.

Customize the Account Segment Legend

You can now Customize the Account Segment Legend via the configure layers tool. Also, when you import your sales account data into the AlignMix mapping software, the software will now automatically auto fit all of your segments so that they all fit in one column on the right hand side of your screen.

Finding and Reassigning Accounts

Finding and reassigning accounts can be a real hassle without the proper tools. In this brief video you will learn how to copy and paste a list of accounts from Excel and paste them into AlignMix so that you can first find these accounts and then reassign them to another sales territory. This is one of the easiest ways that you can create account overrides, also known as special ownership accounts.

Alignment Scope

Alignment scope TODO

Delete Sales Accounts

Any data set that is imported into AlignMix can be deleted with just a few clicks. You can delete all of the data in the map or you can delete data in a small section that you lasso. You can also delete individual accounts with data if you imported sales accounts with an account ID.

To delete all of the sales accounts in your map you can lasso the entire country. When you let go of the lasso tool a summary will appear, in this summary you will see everything you have lassoed. From here you click on next. This window will show you several options that you can perform with this lassoed area.

Select the Delete accounts options and it will delete all of the accounts that are found in the lassoed section. As soon as you delete these accounts the account legend in the top right of the map should disappear. If you still see the account legend, then you have not deleted all of the accounts on the map.

Make sure to select the entire country including any islands that may belong to the country you are working on. For the USA, make sure to include Hawaii, Alaska, and Puerto Rico in the lasso.

Another way to delete all of your accounts is to use the configure layers. If you follow this process you will need to delete each account segment. Click on configure layers (this is found on the home menu and also in the view menu).

When configure layers opens you will see a new window appear on the screen. On the left side you will see each section that you can customize. In the accounts section you will see a list of every account segment (you will only see account segments if you imported segmented accounts).

Now, select the first account segment you want to delete. After you click the account segment you then click the trash can icon at the bottom of the configure layers window. This will delete the account segment.

You will need to repeat this process for each account segment that you have imported. Click OK when you have deleted the final account segment. You will now see the account legend in the top right of the screen disappear.

This will confirm that all of the account segments have been deleted. To double check that all accounts have been deleted you can lasso the entire country. The map summary will show you that no accounts are found in the lassoed area.

If you are also planning to delete all of your imported data sets then you will need to follow a few more steps to completely delete the data from your file. Click on Data Definition (found on the Home Menu). When data definition loads you will see a full list of every data set that has been imported on the left side of the widow.

Click on a data set to select it, then click the trash can at the bottom of the window to delete the data set. Once deleted you will not be able to recover this data set. So, make sure you really want to delete this data set.

If you delete the data set by accident you can either close the file without saving and reopen it, or you can re-import the data into this file. Once again you can double check that you have deleted the data sets by using the lasso tool and lasso the entire country. You should now see that there are no data sets or accounts found in the lassoed area.

If there are still data sets and accounts in the summary you can repeat the steps above to delete the data and accounts from the file.

You can also delete individual sales accounts if you imported the accounts with an account ID. All you need to do is copy a list of the account IDs. Once those IDs are in your clipboard you can then paste them into AlignMix.

You can do this by clicking on tools, and then click on paste from clipboard. You can also type ctrl v on the keyboard to paste the IDs directly into AlignMix. When you paste these IDs a new window will appear in AlignMix.

Click next. You can now choose to delete the pasted accounts. Only the accounts that you have just copied/pasted into the software will be deleted.

All other accounts and data sets will remain intact.

Delete Data

TODO paste from clipboard


Copy Account Data



Paste from clipboard

TODO paste from clipboard

Filter Account Data


Finding and Editing Account Overrides

Account overrides (Special Ownership Accounts) are accounts that reside in one territory but are actually assigned to a different sales territory and sales rep. These overrides may exist because of a typo or just accounts that have never been re-assigned to the proper territory. It is important to find these overrides to make sure they are assigned to the correct sales rep.

Why would you have an account override? Account Overrides mainly exist in order to maintain business relationships that may be sensitive to change. If you have a sales rep that has been seeing the same client for 20 plus years then you would not want to make any changes. This is why you would create an override for this account and make sure that the original sales rep will continue to call on this special account.

This video will show you how to find and edit these account overrides. If you would like to create new account overrides click here to view a post about creating account overrides.