---
schema_version: "1"
id: 9d9165da3ab18d71d42828770f510ca01b2df4a1a7aa9c72839ecb08e3449a81
title: Create Alignments from External Territory Model Data
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_alignments_create_from_csv.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_create_from_csv.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d6878426855f27791a818f06eb4fddd01f3fe292f9be165d2e0ba29ee01a959e
description: Account for compelling events in proprietary and third-party territory management systems when you import their model data into Territory Planning. Refine and optimize models from the map, then publish them to CSV files. Use the CSV files when you update those territory management systems later.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create Alignments from External Territory Model Data

Account for compelling events in proprietary and third-party territory management systems when you import their model data into Territory Planning. Refine and optimize models from the map, then publish them to CSV files. Use the CSV files when you update those territory management systems later.

### 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>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_api_access.htm&amp;type=5&amp;language=en_US" target="_blank">Web Services API enabled</a></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="d42724e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d42724e77 ">To create alignments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d42724e77 ">
              <p>Sales Planning Ops Analyst permission set</p>
              <p>AND</p>
              <p>Query for Datapipelines User for Sales Planning permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">SF Maps Territory Planning for Sales Planning permission set</p>
            </td>

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

1. Before you import a CSV file, ensure that the parent value is blank for your top-level territories.
2. Click **Alignments**, click **Create**, and specify options in the Create Alignment window.
    
    ![Browser where you create alignment for a dataset](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/salesforce_maps_territory_planning_alignment_create_1.png)
    
    1. Select a dataset.
    2. Enter a name for the alignment.
    3. Select a default geographic profile.
        
        When you create an alignment, the default geographic profile that you select at the alignment level updates its subsequently created areas. When you edit an alignment, the profile you select doesn’t update the alignment’s areas.
    4. Save your changes.
        
        - If you selected live data, the Create Alignment window closes and the alignment builder opens. To continue, click the Legend tab, and click **Edit territory model** (![Edit territory model button](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/edit_territory_model.png)).
        - If you selected copied data, click **Next** and continue working in the Create Alignment window.
3. Click **Import Model**, select **CSV**, and click **Next**.
    
    ![Option to create the structure from an external territory management system](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/salesforce_maps_territory_planning_alignment_create_csv_1.png)
    
    1. Upload a CSV file that includes the territory model data that you want to import.
    2. Specify the area and parent columns.
    3. Click **Import**.
    
    If any records fail to import, download the log file from the data import summary, fix the errors, and import the CSV file again. If all records import, no data import summary appears.
4. To change area names so that they reflect current areas, hover over each one and rename them. Add or remove areas so that they represent your updated sales and service structure.
    
    ![Area levels that you rename, add, or remove for your territory model](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/salesforce_maps_territory_planning_alignment_create_csv_2.png)
5. Click **Next**.
    
    - If you selected live data, review the alignment updates and save your changes.
    - If you selected copied data, continue to the final step.
6. (Copied data only) Add area owners, then select an option for unit assignments that corresponds with the assignment field from the dataset. Click **Finish**.
    
    ![Options to add area owners and assignments](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/salesforce_maps_territory_planning_alignment_create_csv_3.png)