Tracking imports for CRM contacts
Tracing contact information that has been imported into the Glue Up platform can be a critical component to reconciling data mismatches or errors. Follow the process below to track imported CRM contact information:
Tracking imports for CRM contacts
- Click the double-gear icon located in the platform’s top navigation bar to open the Organization Settings dropdown. In the dropdown’s CRM Settings, click Import/Export History.
- The Import History page displays a list of all files uploaded into the CRM’s Contacts section. Importantly, you can see the previously imported Excel files’ names, statuses, number of successfully or failed imported contacts, the names of the user(s) who imported each respective files, and dates of import. If you want to learn more about failed contacts for a particular import, click on the corresponding Report.
