MigrationUpdated 9 Oct 20263 min

Activity and undo - every import and bulk change in one place

See every import, migration, campaign and setup in this workspace, newest first, with what it did and who ran it, and undo the ones that can be undone. It uses the same undo each importer already has, and it shows the reason when one refuses.

Imports, migrations, campaigns and setups each used to have their own undo, in their own place. Settings → Activity and undo lists them all for the workspace you are in, newest first. Every importer also has a link to it.

What each row tells you

The file or label it came from, when it ran, who ran it, the counts, and its status: in progress, needs review, done, undone, failed or rejected. An import that ran in stages lists its stages with how many records each applied and how many failed.

Undo

Undo runs the same undo the importer itself offers. This page does not do anything new to your books. If something you imported has since been used, for example a customer that now has an invoice, it is kept and you are told how many were kept. Messages a campaign has already sent cannot be taken back; undo stops the rest.

You only see Undo when your role may use it. Some undos are for the business owner alone. If Finocket still refuses, for example because a GST period is already filed, the reason is shown as it is. Nothing is changed when an undo is refused.

Undo one stage

An import from Tally, Zoho or a spreadsheet runs in stages, one for each kind of record: customers, invoices, payments and so on. Open the stages and use Undo this stage to take back one of them and keep the rest. The same rules apply as for the whole import: anything since used elsewhere is kept and counted, and nothing dated inside a locked period is changed. When the last stage is undone, the whole import shows as Undone.

Undone stays on the list

An undone operation stays listed, marked Undone, with the date. It cannot be undone twice.

If the list looks incomplete

If part of the history could not be loaded, the page says which part. An empty list means nothing has been imported or changed in bulk yet. It never means we could not look.

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