Submit a request
Sign in
Login Help
Insightly Help Center
Importing & Exporting
Importing & Exporting
Importing Data
★
The Insightly CRM Importing Guide
Understanding bulk updating with imports
Importing overview and tips
Preparing a file for importing
Sample import files
How to import data into Insightly
See all 13 articles
Exporting Data
Exporting data from Insightly to a CSV file
How to open a CSV file in Excel to fix date and other formatting issues
Transferring data between Insightly accounts
Exporting data to an XML file
Top