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Export contacts to Excel file

Hi,

I have a free account but I cant seem to be able to export my list of contacts to neither an Excel sheet or CSV. When I select all of my contacts, I cant find anything that can give me the option to export. (See Images). Please, let me know if there is a way for me to export contacts to an Excel sheet on a free trial account. Thank you!  



3 comments

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    Hi Anu,

    There should be a More option on the right of the trashcan icon. Can you try refreshing your screen to see if you can see it?

  • 0

    How can we download the file to our PC ? 

     

    I am not receiving email for the same

  • 0

    Hi Rohith:

    There isn't an option to download the file directly. However, here are a few things that may help these e-mails arrive in your inbox:

    1) Check your spam folder. If the messages are there, you can usually mark them as "not spam", which will help future messages to go directly to your inbox.

    2) Try adding the e-mail "notifications@insightly.com" as a contact in your email program’s contacts list. Most email programs will allow messages from your contacts to pass through any filters. In my experience, this is usually the most reliable fix.

    3) Add our domain name (insightly.com and insight.ly) to your approved sender's list (whitelist). This process is a bit different for each email program.

    4) Check to be sure that these e-mails are not being quarantined by your e-mail host. You may need to reach out to your e-mail provider to check this.

    5) In our new version of Insightly, we provide your export links in your "recent notifications" or the bell icon that you see in the upper right-hand corner. This way, if you don't receive an email, you still have an option to download your export file. This is the recommended option.

    Hope this helps point you in the right direction.

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