Installation Links and Instructions

Upgrading Import Rx

If you are upgrading to the newest release of Import Rx, use the package installation links below.

Note:
If you are installing Import Rx for the first time, go to the Introduction & Setup section.

Installation Links

Important:
Always be sure to install and test in a sandbox environment before upgrading to production.

Version 6.15.2, released March 21, 2025

Org Type URL
SANDBOX https://test.salesforce.com/packaging/installPackage.apexp?p0=04t4M000000t05p
PRODUCTION https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4M000000t05p

Post-Installation Steps (Optional)

Attention:
These post-installation steps are optional. Follow them only if you're using the Education Cloud data model and/or enabling Person Accounts.

How to Enable Person Accounts

To enable Person Accounts in Import Rx:

  1. Go to Setup and search for "Person Account" in the Quick Find box
  2. Click on View Org Impacts
  3. In the Org Impact Acknowledgement pop-up, check the acknowledgement checkbox and click the Continue button
  4. Click on View Records to create an Accounts Record type
  5. Click View Permissions and set Read permissions
  6. Click the Enable Person Account button to activate it in your org
  7. You should see a success message like this

Profile Permissions

  1. From Setup, search for "Profile" in the Quick Find box
  2. Click on the Profile and select the Profile for (e.g., System Administrator)
  3. Go to the Record Type Settings in the Account object and click on the Edit button
  4. In Selected Record Types, add the Person Account Record type and click Save

Person Account Model Checkbox

  1. From Setup, search for "custom settings" in the Quick Find box
  2. Click on Custom Settings and Import Rx Settings
  3. Click on the Manage button then click the New Button
  4. Enter the name as "Admin Settings", check the checkbox, and click Save

Note:
  1. While creating the Custom Settings, the name of the setting should be (Admin Settings) as mandatory
  2. When the Person Account model is enabled, Contact-related text will be changed to Person Account within the Import Rx interface
  3. Person Account will become the primary object for Import Rx functionality
  4. After checking the Person Account model checkbox, Import Rx will work on the Person Account model instead of the Contact model.