Forum Discussion

echokim's avatar
echokim
Experienced Cover User
2 months ago

Import and Export

Is it possible to deny access to the import/export facility ??   We have two data files and the import is done in only one of them, but sadly if you have both files open (often) you might import to the wrong file - this means deleting 500+ invoices !

  • Hi echokim

     

    Absolutely, you can manage who can use the import/export function by tweaking user roles. For more details, check out this Help article: Set up roles to restrict access to specific features like Import/Export. As for the import process, it's crucial to ensure that only the necessary file is open during the process to avoid importing data to the wrong file. Another tip is to add a unique character at the end of each company file to easily identify which file you're importing data into. Hope this helps! If you need further assistance, feel free to reach out.

     

    Cheers,

    Princess

1 Reply

  • Hi echokim

     

    Absolutely, you can manage who can use the import/export function by tweaking user roles. For more details, check out this Help article: Set up roles to restrict access to specific features like Import/Export. As for the import process, it's crucial to ensure that only the necessary file is open during the process to avoid importing data to the wrong file. Another tip is to add a unique character at the end of each company file to easily identify which file you're importing data into. Hope this helps! If you need further assistance, feel free to reach out.

     

    Cheers,

    Princess