How To: View Records from Spreadsheet Imports

To view all records from a Spreadsheet Import:

There are several options to find your recent imports.

First, select your navigation menu and select "Your Profile & Preferences"

Afterwards, you'll want to navigate to the My Imports section.

Second, if you navigate to the contact, companies, or jobs menu and then select the drop down above, you'll have the ability to view your 'recent imports.'


Another method is as follows:

1. Go to the area of records you would like to view (Contacts, Companies, Jobs) and click the Find icon at the top of the screen:




2. In Find, click the "Add Field" drop down and select "Import Job" to add the filter to the query:







3. Finally, select the import name you would like to view records for:


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