How to Revert an Import in Pipedrive
Reverting an import in Pipedrive can help you undo changes made during the import process, whether it's to correct mistakes or remove unwanted data. Here's all you need to know about reverting imports, including the steps, eligibility criteria, and system limitations.
Key Points to Remember
48-Hour Window: Imports can usually be reverted within 48 hours using the built-in tools.
Manual Intervention: If the 48-hour window has passed, support assistance may be required.
One at a Time: Imports must be reverted individually; batch reverting is not supported.
Restored State: Reverting an import restores data to the state it was in before the import, including reversing merged records if applicable.
Step-by-Step Guide to Revert an Import
Standard Reversion (Within 48 Hours)
Navigate to Import History: - Go to Tools and Apps > Import Data > Import History.
Locate the Import: - Find the specific import you want to revert.
Revert the Import: - Click the 'Revert' button next to the selected import. This action will remove all data created during the import and revert any changes to existing records.
When the Revert Option is Not Available
If the 48-hour period has passed and the revert button is no longer visible:
Contact Pipedrive Support: - Provide details of the import, such as the filename, date, and time.
Support Intervention: - The support team can manually enable the revert button for expired imports in some cases.
Refresh and Revert: - After support intervention, refresh your Pipedrive session and navigate to the Import History to start the revert process again.
Additional Considerations
Can I Restore Deleted Deals After Reverting?
Yes, deals deleted due to a reverted import can be restored:
Go to the Restore data page.
Select the specific deals you want to restore.
You can bulk-restore deals to save time.
Note: Activities linked to the deals remain unaffected by this process.
How Long Are Import Logs Retained?
Import logs are retained for up to 3 days. If the logs are no longer available, reverting will not be possible.
Reverting Merged Data
If records were merged during the import, reverting the import will undo those changes and restore the original data.
Import2 Migrations
Imports conducted using the third-party Import2 tool cannot be reverted via Pipedrive if the revert option is unavailable. Contact Import2 directly to explore alternative solutions.
FAQs
Will the Revert Process Continue After Exiting the Page?
Yes, the revert process will continue in the background even if you leave the page.
Can I Revert Multiple Imports at Once?
No, Pipedrive only allows reverting one import at a time.
Tips
Always review your data before importing to minimize errors.
Keep track of import details like dates and filenames for easier processing if issues arise.
Be aware of the time-sensitive nature of the revert options to act within the allowed timeframes.
Promptly request support assistance if reversion is needed beyond the 24-hour self-service window.
By following these guidelines, you can efficiently manage and revert imports in Pipedrive to ensure data accuracy and integrity.