Overview
Upload History is the client-scoped audit trail for CSV uploads, campaign imports, and manual contact batches. It shows total rows alongside deduplicated unique contacts, then provides source, owner, campaign, re-tag, download, Send to Files, view, search, and list-record cleanup actions. Use Send to Files when an agent needs the live roster on the client Files tab. Finished imports also create that Files copy automatically.
How to use this page
View import history
The page is scoped to the selected client and lists every saved CSV upload, campaign import, and manual batch. The summary band shows Total Uploads, Total in Uploads (all saved list memberships), and Unique Contacts (deduplicated contacts across those memberships). Each row shows list name and file, contact count, source badge, campaign, uploader, and date. Use Send to Files when an agent needs the live roster on the client Files tab.
Review per-batch stats
In each row, the contact count is paired with a small breakdown: new counts contacts created by that batch, while updated counts rows that matched an existing contact and were merged or updated, including within-file duplicates. Use View to open the matching contacts in Manage Contacts for the full import result and any skipped, blocklisted, campaign, notes, or follow-up details.
Re-tag contacts from a batch
After import, you can add or update tags on all contacts from a specific upload batch. This is useful for organizing contacts by source, campaign, or date range without re-importing.
Send a list to Files
Choose Send to Files on a batch row to copy that list's live contacts onto the client Files tab. The saved file is named from the list plus agent roster. The toast reports the contact count and file name so client agents can review it. A finished import also writes this Files copy automatically.
Delete a list record
Click the delete action on any batch row to remove the list grouping. The contacts themselves stay in the client's pool; only the grouping record is removed.
Download original file
For CSV uploads, click the download link to retrieve the original file you imported.
What the buttons do
- Source badge
- Shows how contacts entered: CSV Upload (file import), Campaign Import (added through a campaign), or Manual (added by hand).
- Per-batch stats
- Shows the batch contact count with new and updated counts. Updated includes rows matched to an existing contact, including within-file duplicates.
- Re-tag
- Add or update tags on all contacts from a specific import batch. Organize contacts without re-importing.
- Send to Files
- Copies this list's live contacts onto the client Files tab so agents can review and clean the roster.
- Delete list
- Remove the list grouping record. The contacts remain in the client's pool. Does not delete the contacts themselves.
- Download original file
- Download the CSV file that was uploaded for this batch (available for CSV Uploads).