---
schema_version: "1"
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title: Importing Attributes to Supplement Territory, Market, and Customer Data
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_data_import_attributes.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_data_import_attributes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 33ffe8e3947efb854647911b22334f4c763e12b10f4e28a6aa73ea4f664c6259
description: Get your territories dialed in with supplemental data from outside sources. For example, import account attributes from your company when you create datasets or add market data from a third party to any alignments in Territory Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Importing Attributes to Supplement Territory, Market, and Customer Data

Get your territories dialed in with supplemental data from outside sources. For example, import account attributes from your company when you create datasets or add market data from a third party to any alignments in Territory Planning.

### 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>

- **[Add Area Attributes to Alignments](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_alignments_with_csv_area.htm&release=264.0.0&type=5)**  
    Refine attribute data for areas when you import a .csv file into Territory Planning. For example, update area names, centers, owners, and assignments. Update multiple balance targets and geographic profiles at one time to optimize territory and rep assignments for in-person and remote customer visits.
- **[Add Boundary Attributes to Alignments](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_alignments_with_csv_territory_boundaries.htm&release=264.0.0&type=5)**  
    Alter an alignment’s territory boundary when you import a .csv file into Territory Planning. Update boundary assignments and even the units within them. For example, update or create ZIP code assignments to include a new area when you expand a territory.
- **[Add Unit Attributes to Alignments](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_alignments_with_csv_units.htm&release=264.0.0&type=5)**  
    Update unit attributes in alignments when you import a CSV file into Territory Planning. For example, assign accounts to a new territory as part of routine territory optimization or to adjust for compelling events.
- **[Add Unit Attributes to Alignments Created from Segments](https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignment_live_data_attributes.htm&release=264.0.0&type=5)**  
    Enhance the information in live alignments that are managed in CRM Analytics and created using segment data sources in Territory Planning. Set up attribute fields in a CRM Analytics connection and recipe, then include those attributes in your alignment.
- **[Add Unit Attributes to Copied Datasets](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_datasets_with_csv_units.htm&release=264.0.0&type=5)**  
    Enrich or replace a dataset’s unit attribute data when you import a .csv file into Territory Planning. Overwrite attribute data, such as annual revenue, so that you have the latest numbers when you adjust alignments.