How can I group our customers according to the first two digits of the zip code?

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You do not want to group your customer by zip code (ZIP), but only by its first two digits? Proceed as follows:

1. Create a custom field for customers at Options > Custom fields > Customers, e.g. "2-digit ZIP" (see Custom fields overview).
2. Export the customers as an Excel file at Customers > More > Export (see Export customers).
3. Add a new column to the Excel file for the "2-digit ZIP" field. Fill this with the first 2 digits of the ZIP code, e.g. using the LEFT formula (for details, see the Microsoft support article LEFT function):
   
4. Reimport the customer data. To do this, only assign the "2-digit ZIP" field and the key field. In this way, only the "2-digit ZIP" field is updated (see Update customers).
5. In the territory optimization, go to Optimization settings > Grouping.
6. Click on the pencil icon. A pop-up window opens.
7. In the selection menu, select By custom field and then the field you have created 2-digit ZIP. Save.
8. Click on Start optimization to initiate a territory optimization.

During the territory optimization, customers of a group (i.e. the same first two zip code digits) are now only assigned together to an area.