Importing or updating data

Overview

Autotask provides data import utilities for various entities that allow new and existing customers to bulk import legacy data.

Datto Consulting can import additional legacy information including: file attachments to customer records, and opportunities (forecasted sales). For more information, contact your Autotask Account Manager.

File preparation

Before you copy the data into the .CSV import template, you should first deal with the following common issues.

Populating the CSV import template and importing the file

Rolling back an import

New records created by an import can be deleted by users with permission to delete this entity type. However, you cannot roll back any updates to information made during an import.

To delete an import batch:

  1. Go to the Import History page for the entity type.
  2. Find the import batch you would like to delete.
    All imports are identified by a unique Batch ID. You roll back the entire batch records.
  3. Right-click the import you want to roll back and select Delete [Items] created by this Import Batch. A dialog window will let you know that the deletion is being processed.
  4. Click OK.
  5. Once the deletion is complete, a row will appear on the table showing a Delete icon in the Type column. The Batch ID column shows the same batch ID as the import row that was rolled back.
  6. You may not be able to delete all imported records. If a record cannot be found, it has already been deleted. If a record cannot be deleted, it has been associated with another data record in Autotask.