Last reviewed: September 2026.
Undo reverses the newest import in your firm. It deletes the records that import created and puts the records it changed back to their pre-import state.
The rules
Only the newest import in the firm can be undone. It does not matter who ran it. Once anyone runs another import, the earlier one can no longer be undone.
You must be an Admin or a Lead Advisor. Undo uses the same permission as deleting households.
There is no time limit.
An undo cannot itself be undone.
Every file import can be undone: clients, financial accounts, Buckets, Guardrails, beneficiaries, insurance, liabilities, physical assets, one-time transactions, household taxes, and billing when its import report was saved.
CRM sync rows on the Imports page have a What changed button, not an Undo button. Syncs cannot be undone here.
How to undo an import
Go to Imports in the left sidebar.
Find the newest import at the top of the table. Only that row has an Undo button.
Click Undo.
A window titled Undo this import? opens. It says "Are you sure you want to do this? This will revert all data changes made by that import for your firm. This action cannot be undone".
Click Confirm Undo. Click Cancel to stop.
A progress bar runs in the window, and the row shows "Undo running... N%". When it finishes you see "Undo successful" and the page reloads. The row's button now reads Reverted and cannot be clicked.
If the undo fails, the window stays open with the error and a Try Again button. The row shows Retry Undo. Retry it. See When an undo fails below.
What undo restores
Records the import created are deleted: households, clients, accounts, policies, liabilities, physical assets, beneficiaries, imported advisor names, tax years and one-time transactions.
Records the import changed are replaced with a full copy of the record as it was just before the import.
One-time transactions that the import replaced are put back.
Billing amounts go back to their earlier values when the billing import saved a report.
What undo does not restore, and other limits
Undo restores whole records, not single fields. Any change made to that record after the import, by hand or by a CRM sync, is lost.
A record that was changed again after the import may be skipped. Undo checks the record's version. If the version moved on, undo leaves that record as it is now, with no message.
Archiving or closing done after the import is kept. Undo does not restore an archived household or reopen a closed account that was archived or closed later.
A Household Taxes undo restores the tax years. It does not bring back the older tax values that were typed into the Homework Edit fields window, because the import cleared them.
A billing import that saved no report has no Undo button.
When an undo fails
Undo writes its changes in groups of 100. If it fails part way, the groups already written stay reverted, even though the alert reads "Undo failed. Nothing was changed."
Click Retry Undo on the row, or Try Again in the window, to finish it.
An undo that has run for more than 30 minutes is marked failed with "Operation timed out after 30 minutes". Retry it.
If you click Undo on an import that is no longer the newest, the server answers "Only the most recent import for this firm can be undone." If it was already undone, it answers "This import has already been undone."
Best practice
Undo before you run the next import. After that, the mistake can only be fixed by hand or by a corrective import.
Ask first whether a follow-up import can fix the problem. Undo removes everything the import did, including the rows that were right.
Open the import report first. It lists every created, updated, failed and duplicate record, so you know what undo will touch.
FAQs
Can I undo an older import?
No. Only the newest import in the firm.
Someone else ran the import. Can I undo it?
Yes, if you are an Admin or a Lead Advisor and it is still the newest import.
Will undo remove the clients I edited after the import?
It restores the whole client record as it was before the import. Edits made after the import to those records are lost, unless the record was changed again and undo skipped it.
I ran a billing import twice. Does undo fix it?
Undo removes the newest billing import, if it saved a report. The earlier import stays. See Importing Billing Data.