Import History
Import History
This displays the complete record of all the data that is imported by the user in Bigin. You can also undo any import action carried out by the user.
- Files imported within the span of 60 days will be listed under Import History.
- View records that were added, skipped and updated in each entry under Import History. These details are available only for 7 days from the day the records were 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 30 days the undo action will be locked and the import action will be confirmed automatically.
- Opting for the "Update existing records only" option during import removes the ability to reverse changes. Once updated, the alterations become permanent and cannot be reverted.
- Selecting the "Both" option allows for an undo feature, but it solely removes newly added records and doesn't reverse modifications made to the existing updated records.
Check Import details
Import details display the following details:
- Import File Name
- The module to which the data is imported.
- Number of records that were added, updated, and skipped.
- Name of the users' who imported the data along with date and time.
To view import details
- Go to Settings > Data Administration > Import History.
List of all the files that were imported will be displayed. - Click the file to view the Import Summary.
- Click Added, Updated, Skipped records to view the appropriate information.
- Clicking Updated Records display the list of records that were updated on importing.
- Clicking Skipped Records display the list of records that failed to import along with the reason.
- Click Download List of records with error to get a copy of all the skipped records.
Undo Import
You can remove the data that is imported in your Bigin account within 30 days from the time of import.
To undo import
- Go to Setup > Data Administration > Import History.
- Click More > Undo Import against the import entry you would like to undo.
- You can also undo the import from the Import Summary window.
Select the file to view the Import Summary and click Undo this Import.
Note. Rolling back a Company module import deletes the imported company records and everything associated with them - tasks, events, calls, notes, and files - along with any linked pipelines and contact records (including their associated tasks, events, calls, notes, and files).
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