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.

Important Pre-Upgrade Instructions

Prior to initiating the Import Rx managed package upgrade, verify that there are no active Import Rx BatchImportProcess batch jobs or scheduled ScheduleBatchImportProcess jobs running in the org. Any in-progress Import Rx jobs must be completed or stopped before proceeding with the upgrade to avoid potential conflicts or data inconsistencies.

Recommended Best Practice

  1. If ScheduleBatchImportProcess jobs are scheduled to run during the upgrade → Pause All Jobs.

  2. If a BatchImportProcess job is currently running → Abort it from Apex Jobs. To stop a running Apex batch job:
    • Go to Setup → Jobs → Apex Jobs.

    • Review the Status column:

      • Processing → Currently running → You will see an Abort button next to the job.

      • Queued → Waiting to run → No Abort button.

      • Holding → Waiting → No Abort button.

    • Click Abort for any jobs with a Processing status, or wait for them to complete.

    • If no jobs are in Processing status, there is nothing to abort. Queued jobs will not start if schedules are stopped prior to the upgrade.

  3. After the upgrade is successful → Resume All Jobs.
Note:
The upgrade takes only a few minutes. It is best to schedule it at a time when no active Apex jobs are running.

Installation Links

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

Version 6.19.1, released January 9, 2026

Post-Installation/Upgrade Steps

Assign a New Permission Set for All Users of Import Rx

  1. Navigate to Setup (gear icon in the upper right corner).

  2. Type "Permission Sets," in the Quick Find box and then click Permission Sets under Users.

  3. Find and click on the new Permission Set named Import Rx User Permissions.

  4. On the detail page, click the Manage Assignments button, and then click Add Assignments.



  5. On the "Select Users to Assign" page, choose your organization's Import Rx user(s) from the list and click Next to review your selections and optionally configure an expiration option for assigned users.
  6. Click Assign.

Important:
If you are using custom permission sets, please either clone the included Import Rx Permission Set, or ensure access is granted to all new fields and objects included in Import Rx. Refer to the table on this page.

Manually Add a New Field to the Related List

  1. Navigate to Setup.

  2. Click Object Manager (or in the Quick Find box, type Objects and click Objects).

  3. Find and select the Big Table object (the exact name may vary slightly, look for the object that hosts the Big Table records).

  4. On the administrative page for the Big Table Object, click Page Layouts in the left-hand menu.

  5. Click the name of the relevant Page Layout that your users are viewing.
  6. In the page layout editor at the top of the screen, scroll down to the Related Lists section and drag the ‘Import Rx: Big Tables’ field from the panel onto the Related Lists area.

  7. Click Save at the top of the Page Layout Editor.