FAQs

Why does the import wizard not run for a specific user?

Like a lot of Salesforce, the import wizard is governed by permissions. So if it fails to run under a specific user, the problem is typically permissions.  Below are some checks we recommend going through:

  1. Does the user have our standard or full permission sets? If you are not sure, please review this support article.
  2. If the source is a Salesforce report, can the user run the report and see all the fields? 
  3. If the source is a list view, does the user have access to it and all the fields?
  4. When the import fails, is there any message logged in maintenance

If the above options don't help please contact us.

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