Using the Import History list view
Use the Import History list view to see a list of record imports and imported lead lists.
On this page you can:
- Open the Import History List View, by selecting from the menu.
- Click to refresh the list information.
- Work with a list view. See Working with Grids in list views and tabs.
- Work with records in a grid. See Working with Grids in list views and tabs.
- Use the to search for records. See Using lookup.
- Filter My list. See Using Task Pane filters.
- Access the Import History detail view from the list view: Click on the Import History list view
The Task Pane contains section. In this section, you can:
- Add to Group. See Adding Ad Hoc group records
- Remove from Group. See Adding Ad Hoc group records
- Save Records as a Group. See Adding an Ad Hoc group
- Export records. See Exporting records to a file
- Promote to Dashboard. See Working with the Welcome page
You can review this information:
| Field Name | Description |
|---|---|
| Import Number | Unique number that identifies the lead import. |
| Description | Name of the list that was imported. |
| Create Date | Date the list was imported. |
| Entity Name | Type of records that were imported. |
| Status | Status of the import. For example, Completed. |
| Imported Count | Number of leads that were imported. |
| Duplicate Count | Number of duplicates in the import. |
| Merge Count | Number of records that were merged during the import. (Lead import only). |
| Error Count | Number of errors that occurred during the import. |