Territory Assignment

The territory assignment transfer is a most basic example of uploading a csv file and then loading that data into the account manager territory assignment table.

Use Case: When John from sales gets promoted or leaves, and suddenly Sarah is covering a patch from Alaska to Arizona because someone thought it made sense on a map. The new territory mapping needs to be updated and replace the entire contents of the database table.

Navigate to the Admin -> Transfers page, and select "example - Territory Assignment" from the drop down menu to view the entire configuration for the upload.

The following features are configured for this transfer:

• CSV file for source

  • Limit the file selection to .csv files

• Truncate the snowflake table before loading data

• Allow downloads of the uploaded files

• Upload history shows files uploaded from all users

• Use the Snowflake copy into command to load the table

source data layout

ManagerID,ManagerName,Territory,StartDate,EndDate
1,John Doe,Alaska,2022-01-01,2022-06-30
2,Sarah Smith,Arizona,2022-07-01,NULL
3,Michael Brown,California,2021-03-15,2022-03-14
4,Emily Davis,Nevada,2022-04-01,NULL

table columns:

ManagerID INT PRIMARY KEY,
ManagerName VARCHAR(100),
Territory VARCHAR(100),
StartDate DATE,
EndDate DATE,
LastUpdated TIMESTAMP DEFAULT CURRENT_TIMESTAMP

The attached file can be used to test the upload.

157B

mgr_territory.csv