---
schema_version: "1"
id: cfa37ae9bb655986375a0ea6b86bf1749ce4b210a3d5b1cc0cec1040832c72cb
title: Add Unit Attributes to Copied Datasets
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_maintain_datasets_with_csv_units.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_datasets_with_csv_units.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 503ae89a8faa5d95633e797675af31c521d9f120a5728bd845f8e874551ec859
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Add Unit Attributes to Copied Datasets

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.

### 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="d25777e77">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25777e77 ">To add attributes to alignments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25777e77 ">
              <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 that matches the dataset’s unit ID, such as Account ID.
    
    ![Attribute CSV columns](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_datasets_with_csv_1.png)
2. Click **Datasets**, then click **Create**. Enter a name for the dataset and click **Next**.
    
    ![Create 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_data_set_create_1.png)
3. Select any reports and queries that you want to include in the dataset, and click **Next**.
    
    ![Create dataset with query and report](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_datasets_with_csv_4.png)
4. Click **Import from CSV**.
    
    ![Supplement dataset with external .csv files](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_data_set_create_etm_7.png)
5. 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)
6. 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_datasets_with_csv_2.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**.
7. Confirm the updated unit assignment field and attribute fields that you selected, then click **Finish** to build the dataset.
    
    ![Confirm updated unit assignment and attribute fields](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_datasets_with_csv_3.png)