Territory Mapping with US Zip Codes in Maptive: Data Setup and Map Creation

Описание: In this tutorial, we walk through how to build territory maps using U.S. zip code data in Maptive. You’ll learn how to structure your spreadsheet correctly, what columns to include, and how to turn territory assignments into clear geographic boundaries.

Although this example focuses on U.S. zip codes, the same approach works for counties, states, provinces, or other administrative areas. The key is understanding how to prepare your boundary data and match it properly inside the Geographic Boundary Tool.

We cover recommended column setup, including zip code, city, state (full state name suggested), salesperson or territory owner, total sales, customer counts, and optional latitude/longitude fields. You’ll also see how to assign territories by any column that makes sense for your operation.

Once your data is uploaded, we show how to:

• Apply U.S. zip code boundaries
• Assign colors based on territory columns
• Remove unnecessary markers
• Combine boundary groups into full territories
• Customize pop-up metrics
• Adapt the same workflow for counties, states, or Canadian provinces

This video is designed to give you ideas and structure for territory mapping. If you’re rebalancing sales territories, analyzing performance by zip, or assigning coverage areas, this walkthrough provides a clear starting point.

If you need help reviewing your dataset or mapping strategy, reach out to the Maptive team to discuss your use case.

Timestamps

00:05 – Introduction to territory mapping with data
00:13 – Using U.S. zip codes as territory examples
00:21 – How to map counties, states, or other boundaries
00:29 – Recommended state and country column setup
00:51 – Starting with existing territory data
01:07 – Required zip code column and optional city/state
01:19 – Assigning zip codes to salespeople or territories
01:26 – Including total sales and customer counts
01:33 – Optional latitude and longitude formatting
01:47 – Adding useful boundary-level metrics
02:17 – Creating a new map in Maptive
02:32 – Uploading files, drag-and-drop, or Google Sheets
03:00 – Why full zip datasets create dense marker maps
03:20 – Opening the Geographic Boundary Tool
03:37 – Selecting U.S. zip code boundaries
03:51 – Assigning territory columns (e.g., salesperson)
04:07 – Loading and coloring boundaries
04:14 – Hiding unnecessary markers
04:24 – Combining boundary groups into full territories
04:43 – Customizing boundary pop-up metrics
04:58 – Adapting for counties, states, or Canadian provinces
05:16 – Getting help with your territory mapping setup