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Undo an import

Select Undo import on the results screen to remove the records that import created. Undo doesn't reverse changes made with "Update existing".

V
Written by VS Support

Undo protects work you've already done. It's blocked once imported records have been used:

Import

Blocked when imported records have

Prospects

Activities, surveys, list membership, tasks or appointments

Customers

Activities, tasks, appointments, surveys, sales, assets or contacts at the imported locations

Contacts

Been used in a logged call or visit

Assets

Tasks, sales or service history

Sales

Never blocked; all entries from the import are removed

• Undo soon: undo works best straight after an import, before anyone starts working the records.

• No recycle bin: removed records can't be restored, so check the preview carefully before importing.

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