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  2. Importing & Exporting
  3. Importing

The Insightly CRM Importing Guide

Tony Roma
  1. Introduction
    1. Importing overview
    2. Video tutorial

  2. Importing from Google or Apple Products
    1. How to import contacts from Gmail or Google Contacts
    2. Export your Apple contacts to import into Insightly

  3. Preparing Your Data
    1. Download sample files
    2. Preparing a file for import
    3. Including custom fields in your import
    4. How to create custom fields in Insightly CRM before importing
    5. How to import into a lookup relationship custom field
    6. Including tags in your import
    7. How Insightly checks for duplicates

  4. Importing
    1. Importing leads
    2. Importing contacts, organizations, opportunities, projects, or tasks
    3. Importing contact notes and organization notes
    4. Understanding bulk updating with imports

  5. Verifying Your Import
    1. Viewing and deleting recently imported records
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