---
schema_version: "1"
id: ead2ad5e6bc11833db48f367dc467b76bd2da6c144b74c06ed74ad1da5884f58
title: Add Area Attributes to Alignments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_maintain_alignments_with_csv_area.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_alignments_with_csv_area.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d8a31a98362f28a613bfbf5c001fd7099dbfc5c105028f0e414428571c92d00d
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Add Area Attributes to Alignments

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.

### 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%">
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        <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="d97694e77">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d97694e77 ">To add attributes to alignments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d97694e77 ">
              <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. Prepare the attributes in your .csv file. Include an ID field, such as Area Name.
    
    ![Area name and new owner columns in a .csv file](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/territory_planning_maintain_alignments_with_csv_2.png)
2. From an open alignment, click **Settings** | **Attributes**. Then at the area level, click **Import from CSV**.
    
    ![Option to import from .csv file at the alignment area level](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/territory_planning_maintain_alignments_with_csv_1.png)
3. Upload the .csv file.
    
    ![Upload a .csv file](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/territory_planning_maintain_alignments_with_csv_3.png)
4. Select columns in the .csv file that you want to import.
    
    ![Import attributes from a .csv file](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/territory_planning_maintain_alignments_with_csv_4.png)
    
    1. Select the column that represents the unique ID for each record.
    2. Select the other columns that you want to import, and click **Match Fields**.
    3. Select the data type for new attributes, and click **Import**.

Territory Planning applies the updates to the alignment. New attributes appear with `from CSV` appended to their names.

![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 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.