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August 28, 2024
System

Data Import Permissions

Business Setup

There have been several recent enhancements to Fulcrum’s export and import tools within the Business Setup menu. Given these are bulk updates, and great power comes with great responsibility, the import / export page and functionality will be managed through a new “Run Imports” permission. If you previously had access then you will continue to have access. New users will need to be added to a role that includes this permission in order to access import / exports.