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Enabling the import and export of data

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Before you configure the import or export fields for a module or activities, you must enable the upload and download options for the company at the global level.

Steps

  1. Log in to the web app.
  2. Click Customize > Global Settings > JSON Configurations.

  3. Enable export and import.

    • For leads and partners, locate the features object and add an array to enable the feature. Use the following code snippet. Make sure that the value of the disabled key is set to false.
        {
    "type": "generic",
    "disabled": false,
    "order": null,
    "code": "isDDPEnabled",
    "name": "Generic",
    "properties": {}
    }
    • For activities, locate the activityImporterConfig object. Set the value of the enabled parameter to true, like this:
        "enabled": true

  4. Specify the roles that can import activities.

    1. Click Customize > Global Settings > Dashboard Configurations, and locate the Activity Bulk Upload configuration.
    2. Clear the checkbox for Disable dashboard access.
    3. Scroll to the Allowed For Roles section, and click inside the field to select the roles that can import activities.
  5. Click Save.
  6. In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
  7. Click Create a UAT release. Specify the release details and make sure to enter your own email ID because that's where you receive a one-time password (OTP) to continue with the process. Click Proceed.
  8. Enter the OTP you received in the email, and click Submit. Wait for a while till you see a confirmation message saying the process is complete.
  9. To see the changes, log out and log in again.

What to do next

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