Within Teamwork CRM, you can view
previous and current import attempts via
your import history.
- Click your profile icon in
Teamwork CRM's main navigation
menu.
- Select Settings.
- Switch to Import from the left navigation panel.
- Selecting the History tab.
All past and current import
attempts will be listed within the import
history.
Import statuses include:
- In Progress - Currently processing import
- Completed - Import has processed and
completed
- Failed - The import has been unsuccessful
Both completed and failed
imports provide a Show Details option detailing the number of rows
processed and skipped. You can also
download an error report.
📧 If you are experiencing any
difficulties with your import, please
contact us at crm@teamwork.com
with your attached error log where
possible.
For more information, see: Importing Deals via
CSV