Viewing Skipped Records

When importing customers and contacts into Mothernode CRM, by default duplicate records will be skipped based on a select criteria. For example, when importing contacts, by default Mothernode CRM will check for duplicates based on first name, last name and email address.  Once the import is complete, Mothernode will log the skipped records in the Import Logs in a CSV file. Users can examine the skipped records by downloading the CSV File.

Reviewing Skipped Files

  1. In the Main Navigation Menu, click Productivity
  2. In the Productivity Menu, click Import Log
  3. Filter the list you want to view by module. I.E. Customers, Contacts, Etc.
  4. Find the import you want to undo in the list and click Skipped Files to the right.
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