Make sure to have set up your account data file according to the format in the previous section before importing your data.
You can have an account based alignment or zip based alignment. In this section you will learn how to import data for account based alignments.
First, make sure to click and drag the zip code field from the left and drop it in the zipcode/postcode field on the right.
AlignMix will not let you import any data if this step is skipped.
Click on each set of data on the left had side and drag that title to the corresponding import title on the right and then let go.
In this example:
Customer ID is dragged to Unique ID
City is dragged to City
State is dragged to State
5 Digit Zip is dragged to Zip-code/Postcode (under Location)
Segment is Dragged to Segment
Territory Number is dragged to Assigned Territory ID
Rep Name is dragged to Name (under Sales Representative)
Regional Manager Name Dragged to Region/District
Calls is dragged to Account Data
Sales is dragged to Account Data
Potential Value is also Dragged to Account Data
When you drag all the Account Data you wish to import, click Next. Next will be click-able once the required data sets are imported.
Click Next after you have confirmed that this is the data you want to import.
When you click on the OK Button all of your data will officially be imported into AlignMix.
And That's It. You can now import your sales rep data or go straight to aligning territories (if sales rep data is unavailable)
Note: If you imported your account data before you've imported zip code data then your screen will look like the screen shot below.
The above image shows the exact location of every account you have imported. Each account is assigned to a territory and a sales rep. In order to color code the zip codes according to the accounts within them you need to Import Zip Code Data or Use Clean Alignment.