Setting up your Excel Date

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Setting up your Excel Date

Setting up your data for import into AlignMix is easy. Just follow the steps below and you'll be creating balanced sales territories in no time.

 

 

Step 1: Select the Account Data File (Needs to be in Excel)

Chapter 1 Step 1Account Data Selection

 

Step 2: Arrange your Document so that the Column Titles are in Row 1

 

Excel Data for Alignmix

When formatting your cells make sure to have the Zip Column formatted for 5 digit zips. This way cell D2 will be 00926 and not just 926. Incorrect formatting of the zip column may lead to errors in the import process.

 

That's it. Just Open up AlignMix and Start Importing Data