Exporting data from Insightly to a CSV file

You can export your Insightly records to create a reference, a backup, or for importing your data into another program. You can also export data from a custom report. 

You can export:

  • Contacts and Contact Notes
  • Leads
  • Organizations and Organization Notes
  • Opportunities and Opportunity Notes
  • Projects and Project Notes
  • Tasks
  • Custom Object Records

Other items like file attachments, events, comments, and emails saved to Insightly cannot be exported.

You can export all of an object's records or you can refine the list of records to be exported. An Insightly administrator will need to grant you export permissions first.

Exporting all Object data

  1. Select the object type you want to export records from.
  2. Click the Show Sidebar icon to the left of the red New Record button.
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  3. On the right sidebar you’ll see the Import/Export section. Click the Export link.
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  4. For some records, you will be asked to select an export format.
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  5. An exported CSV file will be emailed to you. Check your spam folder if you don’t see it within a few minutes.

After you have completed your export, you can also download the export file from the bell icon in the upper-right corner of Insightly.

Exporting a subset of data

You can narrow down the list of records by specific criteria before exporting.

  1. Select the object type you want to export records from.
  2. You can narrow down the list of records by:
    • Clicking the Filter button. The filter list includes an option to create a custom filter.
    • Clicking the List View dropdown and select a View.
    • Clicking a link in the right sidebar under Your Recent Imports, if you've recently imported items.
    • Clicking a tag to filter by tags.
  3. Once you've narrowed your list down, click the checkbox above the records to select all records on the page. If there are more than 50 items, they will be listed on multiple pages. Click the "Select all..." message that appears at the top of the list to include all the records in the export.
  4. Click the More button which appears above the list, then Export.
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  5. An exported CSV file will be emailed to you. Check your spam folder if you don’t see it within a few minutes.

After you have completed your export, you can also download the export file from the bell icon in the upper-right corner of Insightly.

To create a scheduled, automatic export of your CRM data to CSV, check out one of Insightly's partners, Flatly.

You can review our article on mass maintenance for more information on the other options that appear when selecting multiple records.

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