Undoing an Import

An Import can be undone within 30 days of it having been Approved, however, we recommend avoiding having to do this by checking your import thoroughly before approving it.

To undo it, open the relevant import record on the Import Landing Page and click Undo. The Undo button is only visible on imports that have been approved within the last 30 days.

There are some circumstances which will prevent you from undoing an import. For example, if you’ve imported Products which have been used within other records, such as within an Opportunity or a Sales Order, you will not be able to undo your import.

There can also be circumstances where, for example, if Opportunity records have been imported and a Task record has been created off the back of one of these Opportunities. These Tasks are then ‘orphaned’, meaning they then have no link to any other record due to the original linking record being deleted due to Import being undone. In this scenario, if an Import needs to be undone, it is worth checking any other related items or linked records to the records that are being removed due to the undoing.

To avoid using unnecessary space in your database, you should consider deleting your import records once you’re confident you need to undo the import. It’s good practice to delete any records with a status of ‘Not Run’. If you have any import records with a status of Awaiting Review either ‘Approve’ or ‘Reject’ the import, after which you can delete the record if you choose to.