Tracking import and export list

Tracking import and export list

Click the gear icon on the top right of the page to open Organization Settings dropdown. Click Import/Export History to view all the import and export history.

Import History

The Import History tab shows a list of all files uploaded into the Contacts module which includes the Contacts and Companies section. Importantly, you can see the previously imported Excel files’ names, statuses, number of successfully or failed imported contacts, the team member who imported that file, and dates of import. If you want to learn more about failed contacts for a particular import, click on the three dots and select ‘Download Report’.

For Unfinished imports, you can click the three-dot icon to choose either to Continue Import or Cancel Process.

Export History

The Export History tab shows a list of all files exported from all the modules which includes the Contacts, Events, Campaigns, Memberships, Finance, and more. You can see the previously exported lists’ date and time of the export, names, modules or sections, team member who requested the export, statuses, and total entries in the exported file. You can also click on the document name to download the file again.