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  1. Insightly Help Center
  2. Importing & Exporting
  3. Importing
  • The Insightly CRM Importing Guide
  • Understanding bulk updating with imports
  • Importing overview and tips
  • Preparing a file for importing
  • What are the default fields in Insightly?
  • Sample import files
  • How to import data into Insightly
  • Importing records with custom fields
  • How to import into a lookup relationship custom field
  • Importing records with tags
See more

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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