Reverting an import removes the leads, deals, contacts or products that the import created, so you can undo an import that went wrong, such as a file with columns matched to the wrong fields or the wrong file uploaded. You can revert an import for 30 days after it finishes.
What a revert removes
A revert removes the records the import created. When you revert a lead or deal import, it also removes the contacts and companies the import created for those leads or deals. When you revert a contact import, it also removes the companies the import created for those contacts. Records removed by a revert are deleted permanently.
What a revert keeps
A revert never removes records that existed before the import. If the import modified an existing record, that record is not reverted, and the changes the import made to it stay as they are.
A record the import created is also kept when it was changed or is in use, for example when:
It was modified, or something such as a note was added to it, after the import.
Another import modified it.
Another record points to it through a lookup field.
A lead was converted, or has a deal, task, email, call, message or attachment.
A deal has products, quotes, sales orders, invoices, tasks, emails, calls, messages or attachments.
A contact or company is linked to a lead, deal, task, quote, sales order or invoice that stays, or a contact has emails, calls, messages or attachments.
A product was added to a deal, or it is used in quotes, sales orders or invoices.
Reverting an import
You can revert an import that completed, or one that ended with an error after adding records.
Go to Admin panel > General > Imports.
Click the tab you imported from: Lead, Deal, Contact or Product.
Under Import history, click the more menu next to the file name and choose Revert import. You can also click the file name to open the import summary, where you'll find the Revert this import option.
Check the number of records the revert will remove.
Select I understand these records will be removed permanently.
Click Revert.
You don't need to stay on the page while the revert runs. The import summary shows the last date you can revert the import. After that date, it says the revert window has ended, and the import can no longer be reverted. An import can be reverted only once.
Checking the revert summary
When the revert finishes, the import shows as Reverted in Import history, with the number of records reverted and kept.
Under Import history, click the file name of the import.
On the Revert summary tab, check who reverted the import and when, and how many records were reverted and how many were kept because they were in use or modified.
Click Download file to get a CSV of the import's records, each marked Reverted or Not Reverted.
To see the original results of the import, click the Import summary tab.
If a revert stops before it finishes, the import shows as Revert failed. Records removed up to that point stay removed, and the summary also shows how many records were not reverted. Download the file to see which records are left.
After a revert, you can still delete the import from Import history. To learn more about imports, read Import leads, deals, contacts and products.