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Bulk Import CRM 3.0 RRS feed

  • Question

  • Currently our build only allows system admins to perform imports via the bulk import wizard.  I had tried reconfiguring the permissions for 'bulk import' and 'import configuration' for another security role...even allowing organization levels for that security role to allow the role to import data.  I tried multiple configurations without success until I found this particular blog:
     
     
    We had the ability to delete activities and notes turned off due to some internal compliance issues and according to the blog I cited above, these had to be turned on at some level in order for a security role to have the bulk import funtionality.  Does anyone know why the ability to delete activities and/or notes is required to allow bulk import?
     
     
    This is quoted from the blog cited above:
     

    Bulk Import in Microsoft CRM, allows end users to import Accounts, Contacts, Leads and Campaign Responses into CRM from a text file.  Users can access this from the “Tools | Import…” menu at the homepage level of the application.

    Recently, we had a problem where the menu option was not showing up for all users.  We of course knew it was a privilege issue, but the particular privileges required to get this item to show up are not exactly intuitive.  Here are the privileges required for a user to see and use Bulk Import.

    One or more of the following:

    Create Account OR Create Contact OR Create Lead OR Create Activity

    And all of the following:

    Read Activity

    AND

    Create Activity

    AND

    Write Activity

    AND

    Delete Activity

    AND

    Append Activity

    AND

    AppendTo Activity

    AND

    Read Note

    AND

    Create Note

    AND

    Write Note

    AND

    Delete Note

    AND

    Append Note

    AND

    AppendTo Note

    AND

    Read Bulk Import

    AND

    Create Bulk Import

    AND

    Write Bulk Import

    AND

    Delete Bulk Import

    AND

    Append Bulk Import

    AND

    AppendTo Bulk Import

    AND

    Read Import Config

    AND

    Create Import Config

    AND

    Write Import Config

    AND

    Delete Import Config

    AND

    Append Import Config

    AND

    AppendTo Import Config

    AND

    The “trick” that is often overlooked, is that the user needs access to both Bulk Import privileges as well as Import Config privileges.  Most users already have access to Activates and Notes, so that is rarely a problem.  Please also note that the user can have any depth of access to these privileges, it just has to be something other than “None”.


     

     

    Tuesday, June 24, 2008 9:15 PM

Answers

  •  

    Bulk import in 3.0 is very basic, and as you discovered, to make it work it requires rights that you may not want to grant your users.  It is very complicated to get it to work with lookup attributes, and there is no duplicate detection, so chances are that you will get a lot of duplicate records.

     

    If you do a lot of bulk imports, you will want to consider a tool such as Scribe Insight (www.scribesoft.com) which gives you the ability to do imports without programming, handle lookups, and detect duplicates without having to open up all of these rights.

    Monday, June 30, 2008 9:05 PM
    Moderator