Prerequisites

Users will be able to perform import, delete, update if they have the required user based permissions for these actions. For e.g, a user who is trying to create accounting periods will be able to do so if the “Create Accounting Period” permission is enabled at the user level under Finance.

Access to Data Loader is available to all the Admin users by default. 

Standard users can access the feature by enabling the Data Loader permission through custom roles. Click here for more information. 

Please enable the required Tenant level and user level permissions before initiating a data migration job. Refer to the following table for further information on the permission levels.