Files and Data Exchange

Who this is for

File access requires the files module and, where applicable, access to the attached record. Data Exchange monitoring is a manage-level data_exchange capability.

Before you start

Check whether a file belongs to a record you can read. For imports and exports, use only approved files and mappings; do not expose private data in support requests or screenshots.

Steps

1. Use the attached-record file controls to list, upload, complete, download, or—when authorized—delete a file.
2. Open Settings → Data Exchange only when you have data-exchange manage access.
3. Review event, import-job, export-job, and failed-row information before retrying or downloading a diagnostic CSV.
4. Treat a queued or running job as in progress until its recorded status becomes terminal.

What happens next

Data exchange is server-side job work. A requested export or import is not complete merely because the request was accepted; verify the recorded job state and any generated download before relying on it.

Troubleshooting

• Cannot access a file: check both files permission and the attached record’s module/owner scope.
• Cannot open Data Exchange: it requires data_exchange manage permission.
• Rows failed: download the failed-row file only if authorized, correct the source data, then follow the approved retry process.