Undo an import

Every import in KretaOS is a batch you can take back. If you mapped a column wrongly or picked the wrong file, undo it and start again — nothing else in your book is touched.

Undo straight after importing

On the Imported into your book screen, click Undo import, then Yes, undo to confirm. Every client, contact, consent record and fact that this import created is removed, together with any reminders on those records.

Undo an earlier import

1. Go to Settings › Import.
2. Under Import history you see your last ten imports — the file name, what it brought in, when and by whom.
3. Click Undo beside the one you want to take back, then Undo import to confirm (or Keep to leave it).

An import that has been undone is marked undone.

What undo removes

Undo removes what that import created. Clients that already existed and received rows as a merge are kept, though contacts the import added to them are removed.

When the import filled in blank details on a client that already existed — industry, region, website, notes, tags or one of your own fields — undo puts those back to how they were. A detail someone has changed since the import is left as it is.

Notes from the sheet that KretaOS read into memory after the import are removed with it too, unless someone has confirmed, edited or settled them since.

When undo is refused

Once your team has started working on imported records, those records hold real history. KretaOS will not throw that history away, so undo stops and tells you why:

• A call, message, meeting or note was logged on one of the records since the import. KretaOS never deletes logged activity.
• Consent changed on one of the imported contacts since the import. Consent records are kept as a permanent trail.
• Memory was added — a fact, a promise or something read from a message — on one of the records since the import. Memory read from the import's own notes does not count, unless someone has confirmed, edited or settled it.
• A record from the import was merged with another record, or another record was merged into it. Its history now lives on the surviving record.
• Something else now points at the records — a contact someone added by hand, a deal, a task, a comment, a recorded meeting, a shared file, an automation run, a teammate added to the client, or a referral from another record. Undo removes only what the import created, never what people added after it.

In these cases, deal with the records one by one instead — mark the ones you do not need as dormant, or merge real duplicates. See Duplicates and merging.

Good to know

• Only admins can import and undo.
• Undo is all or nothing for a batch. To remove just a few rows, deal with those records individually.
• Importing the same file twice does not create duplicate contacts, so you do not need to undo a repeat upload.