Documentation

Guides and tutorials to help you get the most out of BoundaryIQ

Getting Started

Learn the basics of BoundaryIQ and set up your account

  • • Account setup and configuration
  • • First steps after signup
  • • Understanding the interface

Data Import

Import your territory data and geographic boundaries

  • • CSV import guide
  • • KML file import
  • • Bulk data loading
  • • Data validation

Territory Management

Manage territories, assignments, and status

  • • Creating and editing territories
  • • Assigning territories to franchises
  • • Managing territory status
  • • Bulk operations

Configuration

Customize your map, branding, and settings

  • • Branding and customization
  • • Pricing tiers setup
  • • Metrics configuration
  • • Revenue calculator setup

Public Map

Set up and manage your public-facing map

  • • Enabling the public map
  • • Custom domain setup
  • • Sharing and embedding
  • • Public map features

User Management

Invite users and manage permissions

  • • Inviting team members
  • • User roles and permissions
  • • Managing user access

Quick Start Guide

1

Set Up Your Account

After signing up, configure your account settings, upload your logo, and customize your brand colors.

2

Import Territory Data

Download our CSV template, fill in your territory data, and import it through the management interface.

3

Configure Your Map

Set up pricing tiers, metrics, and revenue calculator settings to match your business model.

4

Enable Public Map

Activate your public map, set up your custom domain or subdomain, and start sharing with prospects.

Need More Help?

Can’t find what you’re looking for? Our support team is ready to help.