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Import History Overview

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Jake Crown
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The Import History function provides a way to see a breakdown of contact lists that have previously been imported.

The tool also shows whether or not previously imported contact lists were successful or erroneous.

This article provides an overview on the Import History tool.


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Understanding Import History

There are several points of information available with the Import History tool. The information available is as follows:

Available Data   Description  
Date   The date the contact file was imported.  
Contacts
Imported To		   The contact list the contact file was imported to.  
Total Rows   The total number of rows in the contact file.  
Rows Processed   The number of rows in the contact file that were processed by the Import tool.   
Error Count   The number of errors encountered when the contact file was imported.  
Error Log   A .CSV file of all errors recorded during the import process.  
Delete Button   This button irreversibly deletes an imported contact file and leads.   
Deleted Imports   A submenu of the Import History tool that shows imports that have been deleted.  
Active History   The default Import History menu and does not include imports that were deleted.  

 


Viewing Imported Lists

To access and use the Import History function, do the following:

  1. Click Contacts > Contacts in SharpSpring's top toolbar.
  2. Click  cog.png  Settings > Import History. 
  3. Click the import name in the Contacts Imported To column to go directly to the contact list.
  4. Optionally, click a contact's name to view their individual contact record. 
  5. Click  arrow-left2.png  Back in your browser to return to the Import History page.  
  


Click to enlarge.
 
 
 


Downloading Imported Lists

To download previously imported lists, do the following:

  1. Click Contacts > Contacts in SharpSpring's top toolbar.
  2. Click  cog.png  Settings > Import History. 
  3. Locate the desired imported list.
  4. Click CSV in the list row.
  5. Open the downloaded file.
  


Click to enlarge.
   
 
Note: The .CSV file will be downloaded to your web browser's file download location.
   


Viewing Error Logs

To view error logs associated with previously imported lists, do the following:

  1. Click Contacts > Contacts in SharpSpring's top toolbar.
  2. Click  cog.png  Settings > Import History. 
  3. Locate the desired imported list.
  4. Click View in the list row.
  5. Open the downloaded file.
  


Click to enlarge.
   
 
Note: The .CSV file will be downloaded to your web browser's file download location.
   


Deleting Imported Lists

To delete imported lists, do the following:

  1. Click Contacts > Contacts in SharpSpring's top toolbar.
  2. Click  cog.png  Settings > Import History. 
  3. Locate the desired imported list.
  4. Click Delete in the list row.
  5. Enter DELETE in the modal window that appears.
  6. Click Delete Lead.
 		  


Click to enlarge.
   
 
Important: Be aware that deleting an import is irreversible. In addition, deleting an import will not restore your list of contacts to the way it was prior to deleting the import.
   


Viewing Deleted Lists

To view a log of all previously deleted lists, do the following:

  1. Click Contacts > Contacts in SharpSpring's top toolbar.
  2. Click  cog.png  Settings > Import History. 
  3. Click Deleted Imports to see imports that have been deleted.
  4. Click Active History to return to the main page and to see all available imports.
  


Click to enlarge.
 


Rejected Imports

When a list is rejected, the following will occur:

  • The rejected list event will be viewable in the Import History tool.

  • Rejected lists will appear as Import List Name - Rejected under the Contact Imported To column.

  • When hovering over Details under the Error Log column, a tooltip will display the following:

The import for the list has scored in the bottom 2.5% of all lists and was rejected due to quality concerns. Please reach out to SharpSpring's compliance team or view this support article for more information.

  • Rejected list events cannot be deleted from the Import History tool.

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