Documentation

General information

1. Introduction

2. Security

3. FAQ

4. Comparison

Documentation for admins:

1. Creating a Mapping

   1. Data types

   2. Lookups

   3. Empty cells

2. User Management

Documentation for users:

1. Importing Excel data

2. Common errors

Examples

1. Importing Price Lists

Security

When using SmartUpload, all security and permission settings from your Salesforce Org also apply to any files you want to upload.

This means the following:

• You will log in using your own Salesforce credentials, which remains safe in Salesforce. Smartupload only knows your Salesforce login-name, not your password.

• Any operations towards the Salesforce Org will be done using your user permissions. This means: that for import / update / upsert operations, object-level and field-level security applies.

As an Administrator, you can limit within SmartUpload which operations your end-users can perform. When you create new mappings, you define per mapping which users have access to it. This way you can easily further restrict what kind of bulk-operations your users can perform.