Updating Zip Code Data

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Updating Zip Code Data

Updating Zip code to territory assignments is very easy in AlignMix. All you have to do is just import the new zip and territory excel data and just like that the sales territory alignment will be updated. This process of updating sales alignments comes in very handy when changes need to be made but all you have is a list of changes in excel.

 

Step 1: Open an AlignMix File

Chapter 1 Updating Zip Code Step 1

 

Step 2: Import Zip Update Excel Data

Chapter 1 Updating Zip Code Step 2

First click file (1) at the top left of the screen. Next click on import (2) and then on Import Data (3)

 

Chapter 1 Updating Zip Code Step 2a

Find the file on your PC and select it (4) then click open (5)

 

 

Step 3: Drag the Data Fields for the Import

Chapter 1 Updating Zip Code Step 3

Click and hold on each data field on the left side of the window (1) with the left button on your mouse. Drag these data fields to the corresponding "type of Data" on the right and let go of the left mouse button. when you do this drag drop process for all of the zip based data you want to update you can then click "next" (2) which will become an active button once the data is dragged over. In this example we are only updating the zip code to territory assignments, this is why there is only two fields shown on the left side of the import window.

 

Chapter 1 Updating Zip Code Step 3a

Now you will see a screen that provides you with a summary of what you will be importing. Simply click Next (3) to start and finish the data import process.

 

Chapter 1 Updating Zip Code Step 3b

Chapter 1 Updating Zip Code Step 3c

Click OK when the data import is complete.

 

That's It!

Chapter 1 Updating Zip Code Step 4

Just like that you have updated your zip to territory assignments. As seen in the image above you'll notice that the new territory 1984 was created out of some of the zip codes from territory 167.