To view your most recent contact Imports from Redtail, Salesforce or Wealthbox, please follow the steps below.
1. Navigate to the gear icon in the top right corner of your snappy dashboard and select account.
2. Select the CRM you would like to view the import history for on the left hand side.
3. In the title box for the CRM you will see an actions dropdown box. Click on the actions box and select import history.
Now you can see all the previous imports that have been made onto your account from your connected account.
To get more information about each import, click on the import date you would like to view.
On the import page you will be able to see information such as the exact time the import was made and how many contacts were processed, imported, and rejected.