Data Import - User Setup

Overview

This help page outlines user rights requirements for accessing SmartOffice's Data Import feature. Users need specific permissions assigned by administrators to use the Data Import feature, configured through the User Accounts - User Rights content link.

Required User Rights

• Data Import: Enables access to SmartOffice's data import feature.

Recommended User Rights

The page lists several beneficial permissions:

• Custom Fields – Field Name Modification: Allows users to modify customizable fields for mapping additional import data
• Drop-down Choice Customization: Enables adding custom options to the Source field and choice lists
• Mass Deletion: Permits quick removal of multiple incorrectly imported records
• Mass Modification: Allows updating specific fields across multiple records simultaneously
• Mass Assignments: Enables assigning imported records to other users
• Convert Contact Type – Button: Facilitates merging duplicate contacts of different sub-system types
• Merge Contacts – Button: Allows consolidating duplicate contacts post-import
• Advisors & Agencies: Required for importing agent or agency records
• Sets: This user right must be selected, as contacts are automatically imported into sets.

• [

](#top)