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 Migrate features.
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:
In the Import History page you can perform the following operations:
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.
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
Within 30 days from the import, you can undo the import process and remove the imported records from Zoho CRM.
To undo the import activity
While importing a .csv file or an excel file, you can add a column exclusively for tags and include all the tag values separated by comma. For example, Zylker,Premium,Cannotlose
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