View Import History

View Import History

Maintaining a log of the activities performed in your CRM account is always useful. You know when a record was edited, or who added a record. Similarly, a log of the import activities is also useful in knowing who imported records, when it was imported and whether the records were properly imported or not. The Import History page in CRM provides a clear picture of the recently imported files using the Import as well as the Migrate features. You can see the following details under the import history:

  • Imported file name
  • Module's name to which the records are imported
  • The user's name who imported the records
  • Imported date and time
  • Details on the number of records that are added, updated and skipped

In the Import History page you can perform the following operations:

  • Check details of the import
  • Confirm the imported data
  • Undo the data import

Files imported within the span of 60 days will be listed under Import History. Each entry in the imported history gives you the option to view the records that were added, updated and skipped. These details are available only for 7 days from the day the records are imported after which you can only see the number of records that were added, updated or skipped.. In case the records are not imported properly and you want to undo the import, you can do so within 30 days, after which the import action will be locked and confirmed automatically.

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