This article will walk through the steps Franchisors can take to utilize the import feature in ServiceBridge to create territories for your franchisees.
To begin, log into your Franchisor account and select Companies from the left menu bar. Select the company you would like to update territories for.
Scroll down to "Territories" and select +Add New.
Use the search field near the bottom to search for the first zip code from your list for this territory under "Available ZIP Codes"
Click the "+" sign next to the zip code to move it to the "Territory Zip Codes" above.
Next prepare an Excel file like the below image:
Column A should be labeled Zip Code.
Column B should be labeled State.
This file should include every zip code you would like to include in this territory import.
Be sure there are no duplicates in your Excel file.
Once the file is ready click the new "Import" button that shows next to your newly created Primary Territory.
Click "Select files..." or drop your file into the drop field then click Import and your entire list of zip codes will import.