How to View Import History
SEP maintains a historical record files successfully imported from third-party providers. Use the following procedure to view a history of files imported. It is a good idea to check this list before importing new records to prevent duplicates.
You must have Individuals > Import Individuals permissions to view the files listed on the Individual Import History page.
- On the Home page, click the Individuals tile to open the Individuals page.
- Click this button to open the profile:
(Import Individuals).
The grid on the Individual Import History page lists the files that were imported. For each file the following information is provided:
- Date of import
- Name of file
- Number of records included in the import.
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