View and manage CSV imports

View and manage drafted and completed CSV imports.

ON THIS PAGE

Manage imports

Workspace admins can access all import drafts and completed imports in Workspace settings. To navigate there:

  • Click your workspace name at the top of the left-hand sidebar

  • Choose Workspace settings from the dropdown

  • Navigate to Objects or Lists in the left-hand menu

  • Select an object or list

  • Click the Import history tab on the right

Non-admins can also access all import drafts and completed imports they have initiated in Account settings. To navigate there:

  • Click your workspace name at the top of the left-hand sidebar

  • Choose Account settings from the dropdown

  • Click Import history in the left-hand menu

Here you will see all past and present imports, as well as drafts. The import states include:

  • Draft: The import setup can be continued, and progress is saved so users can resume the process

  • In progress: A user has clicked Start import and it is in process of creating and updating records

  • Canceled: A user has canceled an import that was in progress

  • Failed: An import was in progress but failed

From here, you can select an import draft to continue it (even if it was started by someone else) or view another import. Click the ⋮ icon on an import in progress to cancel it, or on a draft to delete it (deleting its setup and the uploaded file).

Share an import

You can share a link to a draft import with a team member for them to review or continue setup, complete the import, view the progress, or view the results.

Did this article answer your question?