Adding contacts from email


My insightly button in the sidebar isn't working through gmail.  I need to add people who email me into Insighly contacts and I have to do it all manually.  Is there a way to troubleshoot?

Also, I need to add a tag to the contacts but I don't see a way to do it in the sidebar.  Do I have to do this manually in Insightly every time?

Is there a fast way to import all these contacts that I haven't been able to add over the last 4 months AND add the same tag to all of them at the same time?



1 comment
  • Hello,

    Can you provide me with the steps you are taking to better help troubleshoot? At the moment you are not able to add a Tag using the Insightly sidebar this has to be done manually through Insightly web. 

    You are able to import Contacts and Tags via a CSV file into your Insightly Account.

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