Imports & exports
Import jobs
Track an import's status and per-entity counts, review errors, resume a stopped import, and undo it within 24 hours.
Every import is recorded as an import job so you can see what happened, fix problems, and undo if
needed. Each job has its own page at /settings/imports/jobs/[jobId].
Before you start
- Role
- OwnerAdmin
Import jobs are visible to Owner and Admin. The Undo action is Owner-only.
What a job page shows
- Status of the import.
- Per-entity counts — how many of each entity were brought in.
- Errors — anything that was skipped or failed, such as Paymo contacts without an email.
- A Resume option to continue a stopped import.
- An Undo card, available within 24 hours.
Only one import runs per workspace at a time. Finish or stop the current job before starting another.
Resume an import
If an import stops partway, use Resume:
- CSV imports resume without re-uploading your file.
- Paymo imports ask for the key again (it's never stored).
Undo within 24 hours
Within 24 hours of a successful import, the Owner can Undo it from the job's Undo card. It's one-shot and safe — see Undo an import for exactly what it removes and what it keeps.
Troubleshooting
- My import stopped. Open the job and click Resume (re-paste your Paymo key if it was a Paymo import).
- There are errors listed. Open the job to see what was skipped and why, then fix the source data and re-import — re-runs are de-duplicated.
- The import failed entirely. See Import failed.
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