Export Territory Assignments to Excel & CSV

Once you have grouped your zip codes into territories and assigned each one to a rep, open the export option on the map and save the data as an Excel, CSV, or TSV file. Every row comes out with its zip code and the territory or rep it belongs to sitting in its own column. That gives you the full zip-to-rep list as a clean spreadsheet, with no retyping. You can open it in your CRM, drop it into an ops sheet, or send it to whoever needs the assignments, and it matches what is on the map exactly.

It is a plain spreadsheet, one row per location, with the columns you brought in plus a column showing the territory or rep each row now belongs to. So a zip-to-territory export reads like your original list with an extra assignment column filled in for every line. You choose Excel, CSV, or TSV when you save, and each opens in the tools you already use. Nothing is locked to the map, so you can sort, filter, or paste it into your CRM. The file carries only your data and its assignments, in a form anyone can read at a glance.

Yes. The export saves a clean CSV or Excel file, which is the format most CRMs import directly. Each row carries the location, its territory or rep, and any fields you brought in, so the assignments line up with the records already in your system. You build and adjust the territories on the map, then export when the split looks right and load the file into your CRM. There is no live two-way connection running in the background, so you stay in control of when the assignments move over. Re-export any time the territories change and load the fresh file.

You can save the data as an .xlsx Excel file, a .csv file, or a .tsv file, whichever your next tool reads best. Excel is handy when you want to keep formatting and open it straight in a workbook. CSV is the safe pick for importing into a CRM or another system, since almost everything reads it. TSV works the same way with tabs between the values. All three carry the same rows and the same territory assignments, so the choice is only about what opens cleanly on the other end. Pick the format at the moment you export.

Yes, that column is the whole point of the export. When you assign zip codes or counties to reps on the map, Maptive keeps that assignment attached to every location. So when you export, each row comes out with its territory or rep name in its own column, right beside the data you imported. You do not build that column by hand or match it up afterward. Whatever you see color-coded by rep on the map is exactly what lands in the file, one clean assignment per row, ready to sort or filter however you like.

They do. Whatever you imported, account names, sales figures, addresses, any field in your sheet, comes back out in the export beside the new territory or rep column. So the file is your familiar list with the assignments added, not a stripped-down version. That makes it easy to hand off, since the person opening it recognizes the columns and simply sees the extra one telling them who owns each row. Nothing you brought in gets dropped along the way, and the order of your data stays intact so it slots back into your process cleanly.

Yes. If you only need the list for a single region, you can filter the map to that territory and export only those rows, so the file holds one rep's zip codes rather than the full national split. This is handy when you are handing a region to the rep who owns it and do not want to share everyone else's assignments. You can also export the whole map when you need the complete picture. Either way the rows carry the same columns and assignment, so a per-territory file reads the same as the full one.

A single Maptive map holds up to 200,000 locations, and the export carries all of them into one file. So even a national zip-to-rep list comes out in a single spreadsheet rather than being split across several. Each of those rows brings its territory or rep column along, so nothing is left behind in a large export. If your list is that big, the file simply has more rows. It still opens in Excel or loads into your CRM the same way a small one does. You group and assign once, then bring the whole set out together.

The export is a snapshot of the map at the moment you save it, so it does not keep updating on its own. When you reassign a zip or redraw a territory, export again and you get a fresh file that matches the new split. That way you decide exactly which version goes to your CRM or your team, rather than having numbers move underneath you. Many teams keep the live map as the master and re-export whenever a change is final, so the file they hand off always reflects a set of assignments they have signed off on.

Yes. Alongside the export, you can share a view-only link to the map itself, so reps and managers open it and see which zip codes belong to whom without editing anything. You choose who can edit and who can only look, and you can password-protect the link when the split is sensitive. That keeps one master map with the owner while everyone else reads the same assignments. Some teams share the link for a quick look and export the file only when someone needs the list inside their own CRM or spreadsheet, so both options cover their bases.