Delete Imported Accounts

[Support Team]

RangerMSP User Question*

I've messed up an Accounts import, is there a way to delete the imported records?

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* Question received by email and shared here for the benefit of our users.

[Support Team]

Answer
Yes. In the Accounts window go to the Accounts menu > Import & Export > Delete Imported Records. A popup window will appear showing a list of imported batches. Select the imported batch you want to delete and click on the Delete Imported Records button. All the records with the selected batch will be deleted, except records that have been linked to similar records, like: Tickets, Appointments, Documents, etc.

Note that there is currently no batch delete option available for data imported via an Outlook or Quickbooks sync.