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Importing & Exporting
Importing & Exporting
Importing
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The Insightly CRM Importing Guide
Understanding bulk updating with imports
Importing overview and tips
Preparing a file for importing
What are the default fields in Insightly?
Sample import files
See all 15 articles
Exporting
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
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