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There may be instances where you need to revert an import in FinView due to incorrect data being uploaded or other errors. It's essential to understand the process and implications of deleting an import, especially in relation to the launch of workflows and ongoing communications. This guide outlines the steps to delete an import effectively and what to consider before doing so.
When Can You Delete an Import?
It's crucial to note that you can only delete an import before any associated workflows have been launched. Once a workflow has commenced, and communications with the debtor have started, deleting the import is no longer an option. This is because the case is considered active, and vital data and interactions are already in progress.
Steps to Delete (or Revert) an Import
- Navigate to the Import Screen: Go to the section where you initially performed the import.
- Locate the Revert Import Option: You'll find this option on the import screen, typically under the links for the original import and uploaded invoices files.
- Initiate the Reversion: Click on the 'Revert Import' option. You will be prompted to confirm whether you wish to proceed with removing the import.
- Confirm Your Decision: Upon clicking 'Yes, revert import', be advised that all data associated with that import will be permanently deleted. FinView will remove the debtor and case data linked to that specific import.
- Completion: After confirming, the system will delete the imported data, and you will be redirected back to the Import overview screen.
Implications of Deleting an Import
Deleting an import is a significant action as it completely removes all the data pertaining to that import, including debtor information and case details. Ensure that this action is indeed necessary and that you have verified the need to delete this data before proceeding.
Conclusion
Reverting an import in FinView is a straightforward, yet critical process that should be undertaken with caution. Before proceeding with deletion, ensure it is absolutely necessary and that you have reviewed all the data for accuracy. This function serves as a valuable tool for correcting errors before workflows commence, helping maintain the integrity and accuracy of your debt collection processes. Remember, once a workflow is launched, deletion is no longer possible, emphasising the importance of timely and careful management of your imports.