Latest release
Release Notes
Review the latest Import Rx enhancements, upgrade instructions, and testing guidance.
Best for teams preparing to install, validate, or communicate new product updates.
Setup
Import Rx Setup
Configure Import Rx settings, permissions, and setup options before importing data.
Ideal for administrators preparing the environment for repeatable import processes.
Templates
Import Templates
Create and manage templates that map incoming data to Salesforce records.
Helpful for teams standardizing recurring imports and reducing manual mapping work.
Data import
Importing Data
Run imports, review results, troubleshoot errors, and confirm imported records.
Best for users responsible for executing imports and validating imported data.
