Video: How to Import Data

This video is part of the Insightly Importing Guide

A video to guide you through importing your records into Insightly CRM. Whether you're importing contacts, leads, organizations, opportunities, or projects, this video will help you understand how to get your import done with fewer bumps in the road.

Please note that the number of rows per import and the total number of records per account is limited by your subscription plan.

Update January 2019: You can now import partial address information. You do not need to enter a full address; Insightly will import any address data you enter as long as it is mapped correctly.

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