Upload History

How to use this page

1. 1

   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. Managed clients can use Send to Files when an agent needs the live roster on the client Files tab.

2. 2

   Review per-batch stats

   In each row, the contact count is paired with a small breakdown. New counts contacts the import created. Updated counts contacts you already had that the upload updated. New plus updated never adds up to more than the contacts shown. When the file listed the same contact more than once, the extra rows show as repeat rows merged. In a self-serve workspace each contact counts once per upload, so a batch sent again after Resume import adds nothing. Updated and repeat rows are hidden when they are zero.

3. 3

   Re-tag contacts from a batch

   SalesHive team members can select Re-tag on a batch row to set a Tag, a List name, or both on every contact in that list, without re-importing. Leave a field blank to keep it unchanged.

4. 4

   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 file is named from the list plus agent roster and includes Contact Status, phones, Total Calls, Last Contacted and Last Email Sent, so call-count and last-email questions need only this one file. The toast reports the contact count and file name. A finished import also writes this Files copy automatically. Not shown in a self-serve workspace.

5. 5

   Delete a list record

   SalesHive team members can select Delete on a batch row to remove the list grouping. The contacts themselves stay in the client's pool; only the grouping record is removed.

6. 6

   Download a list

   Select Download on a batch row to save a CSV of the contacts currently in that list, with email, name, company, title, phones, location, industry and company details.

What the buttons do

Manage contacts / Run contact search

Links in the intro card. Manage contacts opens the client's Contacts page and Run contact search opens Contact Search. A self-serve workspace does not see Run contact search, because Contact Search is not part of the self-serve plan.

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, plus repeat rows merged when the file listed a contact more than once. Hover a label for what it counts.

Re-tag

Sets a Tag, a List name, or both on every contact in the batch. Shown to SalesHive team members.

View

Opens the Contacts page. It shows all of the client's contacts, not only this list. Use Download to get just this list's contacts.

Send to Files

Copies this list's live contacts, including Contact Status, Total Calls, Last Contacted and Last Email Sent, onto the client Files tab so agents can review and clean the roster. Not shown in a self-serve workspace.

Delete

Removes the list grouping record. The contacts remain in the client's pool. Shown to SalesHive team members.

Download

Downloads a CSV of the contacts currently in this list.

Common questions