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CDL Templates


Various templates are provided to upload data to T&Q. Each template is specific to an inbound file type and relates to T&Q business object.

The columns in the Excel template match the columns available in the T&Q workspace. All the templates are available in .xls format and are downloadable from this page. Click on the template name to download the template. Ensure that the templates are filled out according to the specified guidelines. 

The following table lists and describes all the available templates.

Template NameFile Type CodeDescription
CDL_TQAC_Template
TQAC
This template captures information about Accounts. Use this to load accounts.
CDL_TQACX_Template
TQACX, TQGAC
This template captures information about Accounts with generic attributes. Use this to load accounts with generic attributes.
CDL_TQGEO_Template
TQGEO
This template captures information about Geographies. Use this to load Geographies.
CDL_TQGEOX_Template
TQGEOX, TQGGEO
This template captures information about Geographies with generic attributes. Use this to load Geographies with generic attributes.
CDL_TQTAC_Template
TQTAC
This template captures information about TerritoryAccounts. Use this to load accounts for territory.
CDL_TQTACX_Template
TQTACX, TQGTAC
This template captures information about TerritoryAccounts with generic attributes. Use this to load accounts for territory with generic attributes.
CDL_TQTPR_Template
TQTPR
This template captures information about TerritoryProducts. Use this to load products for territory.
CDL_TQTPRX_Template 
TQTPRX, TQGTPR
This template captures information about TerritoryProducts with generic attributes. Use this to load products for territory with generic attributes.
CDL_TQTGEO_Template
TQTGEO
This template captures information about TerritoryGeographies. Use this to load geographies for territory.
CDL_TQTGEOX_Template
TQTGEOX, TQGTGEO
This template captures information about TerritoryGeographies with generic attributes. Use this to load geographies for territory with generic attributes.
CDL_TQHIS_Template 
TQHISThis template captures information about History (Transaction Summary). Use this to load history for territory.
CDL_TQCRMOP_Template
TQCRMOP
This template captures information about CRMOpportunities. Use this to load opportunities for territory.