What it covers
Save team mappings, download correction files, review import history and use conflict-aware rollback.
Reporting and data
Data Hub imports
Map CSV columns into supported records and preview what will change.
How it works
Preview a CSV mapping before records change
Map incoming columns to supported records and inspect the planned changes before import. Reusable team mappings and correction files make repeat imports easier to manage.
In practice
Review import history and use conflict-aware rollback when supported.
When to use it
Useful situations
- Preview a customer CSV before records change.
- Save a team mapping for a regular supplier export.
- Correct rejected rows and use supported rollback carefully.
A working path
How the work moves
Map
Match CSV columns to supported record fields and inspect the preview.
Import
Confirm the validated batch and retain the import history.
Recover
Download correction information or use conflict-aware rollback where offered.
Illustrative scenario
contact migration
An administrator previews contact fields, fixes invalid email rows and imports the remaining records using a saved mapping. The preview separates rows ready to import from rows that need correction, giving the administrator a chance to fix mappings and required values before customer records are created or updated.
Before you start
What to check
- Imports support defined record types and fields only.
- Rollback avoids silently overwriting changes made after the import.
Can we undo every import?
Supported imports provide history and conflict-aware rollback where applicable.
Can mappings be reused?
Yes, team mappings can be saved for supported import workflows.
Get started
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