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Import History

Get the history of all the import processes performed in the past, along with the imported records.

R

Ruba

21 Nov, 2023 - Updated 1 year ago

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 records were imported
Who imported records

If you work in an administrative position, this information comes in handy to troubleshoot problems.

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.

Note: If you do not see the Import module, enable it from Settings > Module Management > Modules or speak to your CRM administrator.

You will see the import history when you land on the Import module. Details such as who imported records, which module were records 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 In Progress: The import process is in progress Completed: The import process was completed successfully Reversed: The import process was undone (using the Undo button) Failed: The import process failed due to some error
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.

Articles in this section

Import History

Table of Contents

Introduction

Import History

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