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Upload History

Audit client contact batches with total and unique counts, new and updated row breakdowns, source badges, ownership, search, re-tagging, downloads, and list cleanup.

Updated Jul 16, 2026 5 steps 6 questions answeredOpen this page in the platform
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Overview

Upload History is the client-scoped audit trail for CSV uploads, campaign imports, and manual contact batches. It shows total rows alongside deduplicated unique contacts, then provides source, owner, campaign, re-tag, download, view, search, and list-record cleanup actions.

How to use this page

  1. View import history

    The page is scoped to the selected client and lists every saved CSV upload, campaign import, and manual batch. The summary band shows Total Uploads, Total in Uploads (all saved list memberships), and Unique Contacts (deduplicated contacts across those memberships). Each row shows list name and file, contact count, source badge, campaign, uploader, and date.

  2. Review per-batch stats

    In each row, the contact count is paired with a small breakdown: new counts contacts created by that batch, while updated counts rows that matched an existing contact and were merged or updated, including within-file duplicates. Use View to open the matching contacts in Manage Contacts for the full import result and any skipped, blocklisted, campaign, notes, or follow-up details.

  3. Re-tag contacts from a batch

    After import, you can add or update tags on all contacts from a specific upload batch. This is useful for organizing contacts by source, campaign, or date range without re-importing.

  4. Delete a list record

    Click the delete action on any batch row to remove the list grouping. The contacts themselves stay in the client's pool; only the grouping record is removed.

  5. Download original file

    For CSV uploads, click the download link to retrieve the original file you imported.

What the buttons do

Source badge
Shows how contacts entered: CSV Upload (file import), Campaign Import (added through a campaign), or Manual (added by hand).
Per-batch stats
Shows the batch contact count with new and updated counts. Updated includes rows matched to an existing contact, including within-file duplicates.
Re-tag
Add or update tags on all contacts from a specific import batch. Organize contacts without re-importing.
Delete list
Remove the list grouping record. The contacts remain in the client's pool. Does not delete the contacts themselves.
Download original file
Download the CSV file that was uploaded for this batch (available for CSV Uploads).

Common questions

No. Deleting removes only the list record (the grouping). The contacts stay in the client's pool.
CSV Upload is a file you imported. Campaign Import came in through a campaign. Manual was added by hand.
Find the batch row on Upload History and click the Re-tag action. You can add or update tags for every contact in that batch.
Each row shows the batch contact count, new contacts, and updated rows. Updated includes rows that matched an existing contact and were merged or updated, including within-file duplicates. Open the batch's contacts in Manage Contacts for the full import summary, including skipped, blocklisted, campaign, notes, and follow-up details when those counts exist.
Yes. When you import a CSV, the mapper has fields for Notes and Follow Up Date. Both are populated on import and reflected in the per-batch stats.
Total in Uploads adds every saved list membership, so a contact present in multiple lists can count more than once. Unique Contacts counts each contact once across the selected client's lists.

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