Data Export

Hi,

I cant export organization data anymore. There's a message that shows that I should receive the CSV spreadsheet in my email but it doesnt work. It was working fine a few weeks ago and there hasnt been any changes to my email provider settings.  

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  • I am having the same problem when trying to Export to Excel.  It used to work fine (sometimes it took a bit longer than others), but now it stopped working.

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  • Hi Frederic and Diego,

    We were experiencing an issue with that system earlier in the day for about 1 hour, is this still an issue now?  If so, can you check your Spam folder and let me know if you see the export there?

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  • Hello.  Still having problems receiving the export email.  I have checked my spam folder and did not find it there.

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  • Hi Diego,

    Are you having trouble receiving any other exports, aside from Reporting exports?  Could you try exporting a small portion of your contact records, for instance, and let me know if you receive that?

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  • I have the same issue and after receiving message that the export is sent to email, there is no result.  This includes FULL data export, contact exports.  What can I do to resolve asap?

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  • We ran a couple of tests Roger and the exports are processing. Can you try a few things to see if they help get the email into your inbox? Please let us know what you find.

    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 senders 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.

    If you've tried all of the above, re-sent the export, and still don't receive the email, let's try this:

    • Instead of exporting all Contacts/Projects/Opportunities/Organizations/Tasks, please try exporting a small subset of data (1 or 2 records) to see if this smaller batch comes through.

    • Try exporting a different record type. For example- If you're having trouble exporting Contacts, try exporting Organizations instead (all Organizations, and a subset of Organizations).

    • Have another user request the export file. Sometimes the export email is blocked for one user, but not for another.

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  • I tried again.  Same export, same everything, different day, and this time it worked.  It seems to be an intermittent problem.  I am not sure what could be causing it.  It obviously is not the spam filter because it does not happen every time (and I can't find it there anyway).  

    For now it seems to be working.  Will keep you posted.

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  • That's great Diego, glad you were able to get your export!

    You may want to check in with your IT admin or service provider to see if it may be being blocked on a higher level. 

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