Prerequisites for Data Loader
The articles details the prerequisites for Data Loader and the permissions required to run data migration jobs.
Before using the Data Loader, ensure that you understand and meet the following prerequisites :
- Users can perform import, delete, and update if they have the required user-based permissions for these actions. For example, 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.
- Enable the required tenant-level and user-level permissions before initiating a data migration job.