Importing & Exporting
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Importing
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★
The Insightly CRM Importing Guide
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Understanding bulk updating with imports
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Importing overview and tips
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Preparing a file for importing
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What are the default fields in Insightly?
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Sample import files
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How to import data into Insightly
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Importing records with custom fields
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How to import into a lookup relationship custom field
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Importing records with tags
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Duplicate checks when importing
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Viewing and deleting recently imported records
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How to import contacts from Google
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Importing contact notes and organization notes
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Export your Apple contacts to import into Insightly
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How to import leads
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★
The Insightly CRM Importing Guide
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Exporting