Insightly includes an option to generate an XML file with an archive of records from Insightly.
How XML exporting works
XML (Extensible Markup Language) is a meta language used to facilitate the easy exchange of data between systems using different applications.
The XML standard is typically used by our more technical customers to back up all the valuable links and relationships between entities within Insightly.
Importing or exporting your data as an XML file helps you share information with different applications, such as contact management systems, that support XML.
Only the data from your main Insightly records is exported fully. You can export the first 100 characters of each email, including header information, while files and events are not included at all.
XML files cannot be imported into Insightly. You can convert them to CSV files with conversion tools or many spreadsheet programs, but only some of the data can be imported into Insightly.
You can extract even more information through our API.
If you would like to export records to a CSV file for importing back into Insightly, please see our article Exporting data from Insightly to a CSV file.
How to export data to an XML file
The link for the XML data export is accessible by any Insightly administrator from the System Settings > Data Export page.
When you click the Email me an Export of All Account Data link, Insightly will send you an email with a file attachment.
To learn more about exporting, read the following articles: