Import History | Online Help - Zoho CRM

Viewing Import History

Maintaining a log of the activities performed in your Zoho 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 Zoho CRM provides a clear picture of the recently imported files to individual modules and also of the bulk data migration, i.e. Import as well as the Migratefeatures.

A user with Administrator profile can view all the migration and data import actions by other user as well. Users in any other profile can view only the history of the migration and data import they performed. One 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.

Check Import Details

On importing a file, the import details will be listed under the Import History. This includes the date and time when the records were imported, user's name who imported the file, details on the number of records that were added, updated or skipped, details on why records were skipped, etc.

To check the import details

  1. Go to Setup > Data Administration > Import Import History.
    In the Import History page, every import action will be recorded along with the details on the date and time that it was imported.
  2. Click on the AddedUpdated or Skipped numbers to get details.
  3. Click on the updated link to check the records that were updated on importing.
    The fields in the import file will be listed, along with the values for each record. The row numbers help you easily locate the records in your import file.
  4. Click on the skipped link to check the records that were not added in Zoho CRM.
    The fields in the import file will be listed, along with the reason why the records were not imported. The row numbers help you easily locate the records in your import file.
  5. Click on the Download list of records with error link and get a copy of the skipped records and the reason why they were not imported.
Note
  • The summary of the import will be available for any migration or data import done in the last 7 days.
  • In the Skipped records list, the details of the first 5 fields (from the import file) that were mapped with the Zoho CRM fields will be listed. The rest of the field details will be available when you export the list. This option to export will be available only if less than 3000 records are skipped.
  • When you export the skipped records, you will get a .csv file with all the fields that were mapped with the Zoho CRM fields during the import process. Also, the reason why the records were skipped will be available. You can make the necessary changes to the file and import it again.
  • The Added and Updated view will list only those fields available in the All [Records] list view of the respective module.
  • There is a possibility of a mismatch in the added/updated records count and the number of records that you see in the detailed list. There are two reason why this mismatch is there.
    • Records are deleted manually by a user.
    • You do not have permission to view the records. (When organization's data is imported).

Undo Imported Data

Within 30 days from the import, you can undo the import process and remove the imported records from Zoho CRM provided they are not updated.

To undo the import activity

  1. Go to Setup > Data Administration > Import Import History.
    In the Import History page, the import entries are listed.
  2. Move your mouse pointer to an entry and click the Undo Import link to undo the action and remove the imported data.
Note
  • If you choose Update existing leads only or Both as actions in the Choose Layout pop-up while importing the records, then you cannot undo the import process.
  • After 30 days from the import, you cannot undo the import action.
  • If you undo the imported Contacts, then the imported Accounts associated to contacts will also be deleted.
  • If you delete the imported Accounts, then the imported Contacts associated to the accounts will also be deleted.
  • If the data import fails, it will be clearly marked in the data history.
SEE ALSO


    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training


                  Zoho TeamInbox Resources




                            Zoho DataPrep Resources

                              Zoho DataPrep Demo

                              Get a personalized demo or POC

                              REGISTER NOW


                                Design. Discuss. Deliver.

                                Create visually engaging stories with Zoho Show.

                                Get Started Now











                                                      • Related Articles

                                                      • How to view the import history?

                                                        To view the import history, follow these steps: Click Setup > Data Administration > Import > Import History. In the Import History page, every import action will be recorded along with the details on the date and time that it was imported. Click on ...
                                                      • Data Administration - An Overview

                                                        The purpose of the Zoho CRM data administration tools are to guide the CRM Administrator in creating, verifying and ensuring data integrity by maintaining relationships and implementing access controls throughout the databases. Based on the ...
                                                      • Importing Data to Zoho CRM

                                                        Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities ...
                                                      • Data Import

                                                        Import data into Zoho CRM from various sources Help guide  Importing Data to Zoho CRM Viewing Import History
                                                      • Setting up Data Sharing Rules

                                                        By default, access rights to CRM records is set as private so that the record owner and his/her manager can oversee the CRM data. However, using the Data Sharing Rules, you can extend the access rights to users belonging to other roles and groups. ...

                                                      Resources

                                                      Videos

                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                      eBooks

                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                      Webinars

                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                      CRM Tips

                                                      Make the most of Zoho CRM with these useful tips.



                                                        Zoho Show Resources