Access Group Objects Import

Using the Import and Export Management, you can import access group data for these objects:

  • Access groups and access group members

  • Access group rules, access group rule conditions, and access group rule candidates

  • Access extension rules and access extension rule details

    You can’t import access group relationship data for access extension rules.

When you're importing data for a particular object, make sure that any prerequisite objects already exist in the application. For example, if you're importing group members for a group, then the group must already exist in the application. Or if you're importing rules and rule conditions, then import the rules before importing the conditions for the rules.

Each import file has a limit of 50,000 records. Unless you're importing records into a new environment, it's a good idea to import only records that you want to create, update, or delete.

To import data for an access group object:

  1. Map the source data you want to import to target object attributes in your sales application. This way, the import process knows where to insert each of the information bits.

  2. Create a CSV file containing your source data that's mapped to the target object attributes in your application.

  3. Create the import activity.

  4. Review the import results.

See the remaining topics in this section for information about performing these steps for each type of access group object.