---
schema_version: "1"
id: b1c7dd7478628d9bccb6902dece4563552467f3da4768d43a1591283f2f822bb
title: Add Unit 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_units.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_alignments_with_csv_units.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3091dab58a49a0b4014d399a619ef68fc36949a62c089900a0f44e44cc8aad20
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Add Unit Attributes to Alignments

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.

### 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="d8361e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d8361e77 ">To add attributes to alignments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d8361e77 ">
              <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 file. Include an ID field, such as Account ID.
    
    ![.csv file that includes account IDs and territory 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/territory_planning_maintain_alignments_with_csv_unit_2.png)
    
    To update assignments for any locked units, Territory Planning requires two separate CSV file imports. For the first import, include the removal of unit locks. For the second import, include updates to unit assignments.
2. From an open alignment, click **Settings** | **Attributes**. Then at the unit level, click **Import from CSV**.
    
    ![Importing from a .csv file at the alignment unit 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_unit_1.png)
3. Upload the .csv file 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 CSV](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_unit_3.png)
    
    1. Select the column that represents the unique ID for each record.
    2. Select the other columns that you want to import. If you don’t see the field attribute that you want, start typing to add one.
    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.