20 Oct 2026, 01:16 UTC · 1 question · ID 70ea4d9e24be
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Question 1
“Can I undo an import that went wrong?”
Answer
Partly answered
The site says you can run a test import and check the results before anything goes live. It never says whether a live import can be undone, how, or within what time limit.
Add how to undo an import to /solutions/switch-crm
Who needs it: Admins and data teams moving from another CRM
What is missing
The test-import step does not say what happens if a live import goes wrong or whether it can be reverted.
No time limit for reverting an import is given.
Where
Update this section: extend the "Run a test import" card, after "Fix mappings before anything goes live."
What to do
Confirm with product the undo option for imports and its time limit.
Add the undo option and time limit to the card, linking to the import guide.
Done when: /solutions/switch-crm explains whether and for how long a live import can be undone. Depends on: “Add import undo details to the migration section on /pricing”
Add undoing an import to the migration guide card on /resources
Who needs it: Admins importing data
What is missing
The migration guide card lists imports, field mapping and team-by-team moves, but not how to undo an import.
No guide explains the time limit for reverting an import.
Where
Update this section: add a fourth line to the "Moving from your current CRM" card, after "One team at a time".
Related sections
Your first day
What to do
Confirm with product the steps and time limit for reverting an import.
Add an undo-an-import entry to the card that links to a guide covering the steps and time limit.
Done when: /resources lists a guide on undoing an import, with its time limit. Depends on: “Add import undo details to the migration section on /pricing”
Answer full page
Yes, you can revert an import that went wrong, within a time limit. The docs article below explains how to undo it and how long you have.