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Import History
Feature Availability
Vtiger Editions: One Pilot | One Growth | One Professional | One Enterprise | One AI
Introduction
Importing is the process of transferring records or data from your local computer into Vtiger CRM. With the import history, you can get the following information:
- What records were imported
- When the records were imported
- Who imported records
If you work in an administrative position, this information comes in handy to troubleshoot problems.
Accessing Import History
Let us first see how you can access the import history.
Follow these steps to see the import history:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Tools.
- Select Import.
You will see the import history when you land on the Import module. Details such as who imported records, which module the records were imported into, etc., are shown in the history and grouped into columns.
Refer to the following table to learn about the details available in the import history:| Field Name | Description |
| Name | Shows the import title |
| Imported into | Shows which module records were imported into |
| Imported by | Shows the name of the user who performed the import |
| File Name | Shows the name of the local file that was imported |
| Import Status | Displays the status of the import process
|
| Modified Time | Shows the time the import was last modified |
Note: Modified Time is initially set to when the import occurred. It changes to the current time when you finish or undo the import. Apart from performing the finish and undo actions, you cannot modify an import record in any other way.
To learn more about the import process in Vtiger CRM, click here.