Required Permissions for CSV Imports

To be able to import CSV data, the Import CSV File permission must be assigned to the role. An administrator may assign the permission to a role.

To assign the Import CSV File permission to a role:

  1. Go to Setup > Users/Roles > User Management > Manage Roles.

  2. Locate the role you want to modify. Click the Edit or Customize.

  3. On the Permissions subtab, click Setup.

  4. In the Permissions dropdown list, select Import CSV File.

  5. Click Add.

  6. Click Save.

To learn how to view the permissions assigned to a role, see Reviewing Permissions Assigned to Roles.

Related Topics

Step Two Import Options
Choose Data Handling for Import
Reviewing Permissions Assigned to Roles
Set Advanced CSV Import Options
Use Multiple Threads and Multiple Queues to Run CSV Import Jobs
Sublist Data Import

General Notices