Why can't I find the Import option in my Bigin account?

Why can't I find the Import option in my Bigin account?

The Import permission must be enabled for your profile for you to import records. If you do not have this permission, the Import option will not be visible in your account.
 
To enable the Import permission
  1. Log in to Bigin with an Administrator profile.
  2. Go to Settings > Users and Control > Profiles.
  3. Select the desired profile and enable the Import permission under Advanced Features. 
In addition to the Import permission, you need to have the Create Notes permission enabled to import notes.

To enable the Create Notes permission
  1. Go to Settings > Users and Control > Profiles.
  2. Select the desired profile and enable the Create permission for Notes under Basic Permissions. 

    • Related Articles

    • Import Records

      Importing records is an essential data administration task. In Bigin, this important action can be performed without much hassle and complexity. Currently, you can import records to the Companies, Contacts, Deals, and Products modules. You can also ...

    • Import Notes

      Permissions: Users with the following permissions enabled in their profile can import notes in their Bigin account. 1. 'Create' permission for Notes under Basic Permissions. 2. Import permissions should be enabled under Advanced Features. For ...

    • Delete your Bigin account

      You can delete your Bigin account if you want to discontinue Bigin service. Deleting your Zoho Bigin account does not lock you out of all other Zoho services. After closing the Zoho Bigin account, you can still continue to access other Zoho services ...

    • How to import contacts into Bigin?

      You can import your contacts from a spreadsheet, CSV file, or VCF file. Refer to the checklist here to ensure your import file meets all the required parameters.  Note: You must import the Companies into Bigin first so that you can map the imported ...

    • How to import deals into Bigin?

      You can import your deals from a spreadsheet, CSV file, or VCF file. Refer to the checklist here to ensure your import file meets all the required parameters.   A deal is created with a contact or company. So, before you import deals, ensure that the ...