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Contact/ sync history

  • Updated

This article details how to view the history of exported, imported and synced contacts using the Contact History page.

Once you start an import or export, you can move on to other tasks. Everything runs in the background and is automatically logged - you can check progress or access uploaded files.

Note: 

  • Tasks (Import, Export, Sync) are stored for 1 year. You can view their status and counters during this time.
  • Files from completed import or export lists are available to download for 7 days only.
  • After 7 days, report files are no longer accessible, but task status and details remain visible.
  • If a task shows as completed with a warning icon (see below), it means the operation succeeded but some contacts were invalid. You can download the invalid contacts report to review the details.

    Screenshot showing the status column on the syncs tab of the history page.

View contact history

  1. From the left hand menu, navigate to Contacts > History:

    Screenshot showing the History page under the Contacts section of the main platform navigation.

  2. After clicking History you will arrive at the page below, where you can view your history of imported, exported and synced contacts. 

    Screenshot of the history page, there are Import, Export and Sync tabs. The screenshot shows the imports tab, with columns containing information about the File name, status, import time, importer name, number of imported contacts.

Imports

Under the imports tab there are various columns displaying different information about your imports, you can also customise this view by clicking Adjust columns - to choose which of these you would like to display. 

Screenshot showing the adjustable columns list, there are toggle switches to the right of each column heading and at the bottom of the page there are Cancel and Apply buttons.

Downloading reports/ contacts:

To view a report of new contacts, download new contacts or download updated contacts, click the three dots at the end of the row and select the required action:

Screenshot showing the 'See detailed report', 'Download new contacts' and 'Download updated contacts' options

From here you will be presented with a dashboard showing a breakdown of your task. The dashboard shows if there are any invalid or duplicated contacts, you can also download a report that breaks this down for each invalid contact. 

Screenshot of dashboard showing breakdown of the completed task. There are individual panes showing the number of 'new contacts', 'updated contacts', 'duplicated contacts' and 'invalid contacts'

Exports

You're able to customise the list of exports in the same way (by clicking Adjust columns):

Screenshot showing the adjustable columns list, there are toggle switches to the right of each column heading and at the bottom of the page there are Cancel and Apply buttons.

You can download the export file (within 7 days of the export) by clicking the three dots at the end of the row:

Screenshot showing the Download export file modal

Syncs

Under the Syncs tab you will see the below columns:

Screenshot of the syncs tab page under the history page. There are Import, Export and Sync tabs. The Sync tab has columns containing information such as Integration name, Status, Started at, Completed time, New, Update, Invalid, Total count

Viewing detailed sync reports:

To view a detailed report, click the three dots at the end of a row and click See detailed report:

Screenshot showing detailed report modal

From here you will be presented with a dashboard showing a breakdown of your task. If there are any invalid contacts you will be shown why and can download a report that breaks this down for each invalid contact. 

Screenshot showing the dashboard that has a breakdown of the number of new contacts, updated contacts and invalid contacts (with additional information about invalid contacts, such as if they were duplicated/ invalid/ empty fields)

 

 

 

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