Overview
This guide will walk you through how to find and review your Wingmate Rolodex import history. The import history gives you a full record of all company and contact imports that have been run. This report includes when they occurred, who ran them, and how many credits were used each month.
How to View Your Rolodex Usage
Step 1: Navigate to your Admin Console.
Step 2: Scroll down and Select Rolodex.
Don't see this option in your page? You need to enable the Rolodex add-on in order to see this option. Please Contact our team to enable this add-on: https://wingmateapp.com/contact
Step 3: Review Your Import Log.
The Import History table will display all previous import jobs.
- Name - The month the import credits belong to (e.g., October 2025)
- Status - Indicated whether the month is still in progress (Active) or has ended (Complete)
- Credits Purchased - The total number of Rolodex credits purchased for that month
- Credits Used - The number of Rolodex credits that were used during that month
Step 4: Select a Month to View More Details
To dive deeper into a specific month's activity, click on the month name from the Import History list. This will open a detailed view showing the credit summary and full usage history for that period.
Step 5: Review the Monthly Usage History.
Inside the monthly detail view, you will see a summary at the top showing the total Credits Purchased for that month, how many Credits have been Used, and how many Credits Remaining are still available. Below that, a Usage History table breaks down every action taken that month. Use the filter dropdown on the top right to narrow results down to a specific sales rep.
- User - The team member who performed the search
- Usage Type - The type of search taken: revealing contact information, enriching a lead, or searching for contacts
- Credits Consumed - The number of Rolodex credits used for that specific search
- Status - Whether the search was completed or failed
- Created At - The date and time the search was performed
Upon success, your Lead's custom fields will update immediately! The following fields will be populated - make sure to have your Pipeline set up with the correct custom fields to gain access to all information below! When setting up your custom fields, make sure that the IDs match the table above!
Tips and Tricks
- Going to Rolodex search from the navigation bar and clicking History will show you previous Lead imports completed by your team.
You're all set! Happy searching with Wingmate Rolodex!