Transferring data between Insightly accounts

Did you create multiple Insightly accounts and now have too many to manage?

You can transfer data between your Insightly accounts by exporting your data from the one account and importing the data into the account you want to keep.

Only the main records can be transferred. Items like emails, file attachments, opportunity notes, project notes, comments, events, most links between records, and links to Google Drive files cannot be transferred.

First, you should add your users and any customizations to the target account, then you can transfer your data using the information from these articles:

Have more questions? Submit a request
Top