---
schema_version: "1"
id: af87b0c963438549261f1fb92846824907f38d75fd845161028c2abe9435a1d8
title: Upload a Team Using the Teams Template in Salesforce Spiff
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_teams_create_upload.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_teams_create_upload.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9022f83324532677e94f3db7827528b70b40d3e2856c4a6e98414a303e63e520
description: When first setting up teams in Salesforce Spiff, you can upload team structures and create teams in bulk using the Teams template.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Upload a Team Using the Teams Template in Salesforce Spiff

When first setting up teams in Salesforce Spiff, you can upload team structures and create teams in bulk using the Teams template.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d95199e81">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d95199e81 ">To import teams:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d95199e81 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with these permissions turned on.</p>
              <ul>
                <li>Teams: Manage</li>

                <li>Data Sources: Edit</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

1. Download the template:
    1. On the Teams page, click **Add New Team** and select **Upload Multiple Teams**.
    2. Download the template .xlsx file by clicking the **Download the example file** highlighted text on the instructions modal.
2. Edit the template.
    
    The example file contains three tabs: teams, team\_managers, and team\_members. On each tab, the red column headers are required fields. If you don’t have parent teams or don’t want to set Effective As Of or Effective Until dates for the team managers or team members, you don’t have to use these fields.
    
    On the Teams page, the parent\_team\_name field exists in cases where the team you’re creating is a subteam of another team. The parent team also needs to exist in a separate row. The users’ External Id can be found by going to **Admin** | **Users**.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_tip.png)
    
    Tip Click the Export button at the top right of the table to export the user list (which includes the External Ids). You can then do an index, match, or vlookup to create the teams upload.
    
    To track the users you’re adding, you can insert an additional column for the rep's name. This won't affect the upload but can be easier to manage.
    
    ![Rep name column in Excel.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_teams_upload_excel.png)
3. Upload the updated file.
    1. Click **Browse Your Computer** to browse and drag your .xlsx file to the bottom of the upload modal.
        
        On the Teams page, you can see your teams with the correct users assigned.