Import Data Option - Cannot make it display in the UI

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Posted on by Stuart Galton

Hello

I have read many Blogs on the permission required to make the 'Import Data' option be available in the UI when I go through the

Data Management --> Import options...

I have set up the following permission but the option is still not available in the UI to allow a file to be uploaded ready for import...

Core Records -->Import Source File, Data Map, Data Import, Web Wizard, Web Wizard Access Privilege and Wizard page

Customization tab --> system jobs.

Please be clear I have not got an import issue as current I cannot get that far to import the file... works OK for system Admin but not for other security roles

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Hi Stuart,

You need to give the permission for the users in the security role as Organization level access, then you able to see and operate on the import.

Regards,

Krishna

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Stuart Galton on at

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Hi Krishna,

Thanks for the reply, all the security permission are already set for the Organisation...

Stu

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Stuart Galton on at

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So finally found a blog that answered it... the issue was in my instance the permission above were correct, but by default I do not give user 'delete' permission as I have had some issue in the past, but for the Data Map and Data Import it must have a minimum of a 'User' level delete..

Blog

ashwaniashwin.wordpress.com/.../data-import-button-not-visibleenabled-roles-and-privileges-issue-in-crm-2011

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Hi Stuart,

Please look over the images

In the security role, this is one place you make all permission as organization,

and in the second place,

Regards,

Krishna Shahapur

MSD CRM Techofunctional

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SrinivasCh 572 on at

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Hi Stuart,

verify whether user's security role have required priviliges. Please refer www.powerobjects.com/.../data-import-privileges

Hope this helps!!

Srini Ch

Mark As Answer ,if you get answer of your question :)

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