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How Can I View My Import History?
How Can I View My Import History?
Tasneem Solomons avatar
Written by Tasneem Solomons
Updated over a week ago

Lost track of which data you have previously imported into the system for verifications?

These easy steps below will help you navigate to where you need to be and be right on track again!

Fist Navigate to your 'Settings' on the far right in the blue banner.

Scroll down to Prospects/Accounts and 'Select' Import History.

You can easily 'Preview' your Imports and see which have uploaded 100% or not.

If you are a User you will select the 'My Imports' tab and if you are a Admin you can easily view your teams Imports by selecting 'All Users Imports' to keep track of your updated data.

Reach out to your CSM if you have any questions via email or through the in app chat service.

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