- Introduction
- Importing from Google or Apple Products
- How to import contacts from Gmail or Google Contacts
- Export your Apple contacts to import into Insightly
- Preparing Your Data
- Download sample files
- Preparing a file for import
- Including custom fields in your import
- How to create custom fields in Insightly CRM before importing
- How to import into a lookup relationship custom field
- Including tags in your import
- How Insightly checks for duplicates
- Importing
- Importing leads
- Importing contacts, organizations, opportunities, projects, or tasks
- Importing contact notes and organization notes
- Understanding bulk updating with imports
- Verifying Your Import
The Insightly CRM Importing Guide

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