SEP maintains a historical record of files successfully imported from third-party providers. Use the following procedure to view a history of files that have been imported. It is a good idea to check this list before importing new records to prevent duplicates.
Important: 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
(Import Individuals) to open the Import Individuals page.
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.
Updated