Importing Zip Data into AlignMix is done the same way that Account Data is imported. If you are using an Excel workbook with multiple sheets then make sure to select the proper data sheet for the import process. In this section ill include how to do that.
The AlignMix import process will automatically default to the first worksheet in your Excel workbook. As you can see in the above image this is the same screen from the account import. In order to choose a different worksheet you have to click the Back button(1).
Next. Click on the second tab labeled "Reps" (2)
Once you've selected the tab with the Rep Data you can click "Next"(3)
The drag and drop of data is identical to what you have done in the previous data imports (Zip and account)
When you have Dragged and Dropped all of the data to the right side, then you can click next
Click Next after you have confirmed that this is the data you want to import.
And that's it. When the data is imported you can view where the sales reps are located.
The above map is what the import will look like if you imported Rep Data before any account or zip data.
The above map is what the import looks like if you've imported account data first. You'll notice that each sales rep is colored the same as the territory that they are assigned to.