Rolling back an import

If an import went in wrong you can roll it back. That removes every record it created, and it is available on any import that has finished and has not already been rolled back.

When rollback is available

An import can be rolled back when it has finished, whether it completed cleanly or completed with errors, it created at least one record and it has not been rolled back before. Rollback is a one-time action per import.

What rollback removes

Everything the import created. Where the import was a staff import that also created platform accounts and memberships, those are removed too, so a mistaken staff import does not leave orphaned logins behind.

What rollback does not undo

Records the import updated rather than created. If you ran an import with the Replace rule and it overwrote details on customers you already had, rolling back removes the new customers but does not restore the old values on the ones it changed. That is the reason to be deliberate about Replace.

How to roll back

1. 1Go to Import Data
2. 2Open the import you want to undo
3. 3Choose to roll it back and confirm

Then fix your export and import again.

Work done since

If you have been using the system since the import, be careful. An appointment you have booked against an imported customer is affected by removing that customer. Rolling back is best done soon after the import, not a fortnight later.

Common questions

Can I roll back an import twice?

No. Once an import has been rolled back it is marked as such and the option is gone.

Does rollback undo changes to existing records?

No. It removes what the import created. Values it overwrote on existing records stay overwritten.

What if rollback is not offered?

It means the import did not create anything, has not finished or has already been rolled back. If it created nothing there is nothing to undo.