Sample import files

Kourtney Stuthard

The links below allow you to download a sample CSV file for each Insightly object. They will give you an idea of how to set up a file before importing your records.

Organization Import Template - Sheet1.csv
(645 Bytes)
Organization Note Import Template - Sheet1.csv
(128 Bytes)
Lead Import Template - Sheet1.csv
(369 Bytes)
Contact Import_Template - Sheet1.csv
(612 Bytes)
Opportunity Import Template - Sheet1.csv
(522 Bytes)
Project Import Template - Sheet1.csv
(332 Bytes)
Task Import Template - Sheet1.csv
(340 Bytes)
Products_import.csv
(287 Bytes)
PriceBooks_import.csv
(127 Bytes)
PriceBookEntries_import.csv
(397 Bytes)
Quotes_import.csv
(617 Bytes)

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