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CSV Data Management
Make the CSV File Import Option Visible in Existing Orgs

Make the CSV File Import Option Visible in Existing Orgs

Even after you assign a permission set to users, the CSV File Import tab sometimes remains hidden by default in existing orgs. Salesforce admins must manually adjust settings to make this option visible to the users.

Required Editions

Available in: Lightning Experience
Available in: View edition availability.
User Permissions Needed
To make the CSV File Import option visible: Salesforce Administrator profile
  1. From Setup, in the Quick Find box, enter Profiles, and then, under Users, select Profiles.
  2. Click the desired profile for which you want to make the CSV file import option visible.
  3. On the Profiles page, click Edit.
  4. Under Tab Settings, search for CSV File Import.
  5. From the CSV File Import dropdown list, select Default On.

After you change settings for the CSV File Import tab, check if the tab is visible in your org.

 
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Salesforce Help | Article