Sharing Imports

You can share your saved import maps with other users. After you make an import available to other users, they can see the import on their Saved CSV Imports list, and can use it to run an import job. This feature prevents duplication of effort, and ensures consistency of imported data.

Note:

You can open the Share Import dialog from the Finished page of the Import Assistant or from the Saved CSV Imports page.

Share Import page.

Opening the Share Import Dialog from the Import Assistant

  1. After you have saved an import job, on the Finished page, click Share Import.

Opening the Share Import Dialog from the Saved CSV Imports Page

  1. Go to Setup > Import/Export > Saved CSV Imports to see all imports to which you have access.

  2. Review an import's setting in the Access column to see if it has been shared. Three settings are possible:

    • Private: Only the import owner (by default, the creator) can access the import map.

    • Public: All users with the Import CSV File permission can access the import map.

    • Shared: Selected users can access the import map.

  3. Click a link in the Access column to open the Share Import dialog.

Note:

If you are an administrator, you can see all users' saved import maps on the Saved CSV Imports page, and you can set them to be shared with other users.

Related Topics

General Notices