Prerequisites
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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.
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Access to Data Loader is available to all the Admin users by default.
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Standard users can access the feature by enabling the Data Loader permission through custom roles. Click here for more information.
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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.
Object |
Permission |
Comments |
Accounts and Contact |
User Level |
New record is created in the active state |
Price Book Items |
Tenant Level |
|
Offers |
Tenant Level |
Currently, the feature is in Beta and not available in production |
Usage |
Tenant and User Level Permissions are required |
|
Accounting Period |
User Level |
|
Accounting Code |
User Level |
|
Units of Measure |
User Level |
|
Payment |
User Level |
|
Payment Schedule |
User Level |