How to Export Contacts Insightly
- George Apostolov
How to Export Contacts Insightly: step-by-step guide
Let's head over to the 'Contacts' hub first, this is where all your contacts are stored and managed.
Now, look for the 'Export' option at the top of your contacts list.
Select a source to begin the export process. You can choose between CSV or Excel formats depending on how you plan to use the data.
Nice work! Your contacts are now being exported. Once completed, you'll have a file ready to use for your spreadsheets, email campaigns, or data backups.
Quick answer: To export contacts in Insightly, navigate to the Contacts hub, click the Export option at the top of the list, and choose either the CSV or Excel format to begin downloading your data file for spreadsheets, email campaigns, or backups.
About this tutorial
Download your contact data easily from the app by choosing between CSV and Excel formats for your spreadsheets and backups. This guide shows how to export Contacts Insightly in 4 steps, starting with "Let's head over to the 'Contacts' hub first, this is where all your contacts are stored..." and finishing with "Nice work! Your contacts are now being exported. Once completed, you'll have a file rea...". The interactive demo above is a click-through copy of the real product interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to export Contacts Insightly?
4 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your data or settings. Once you know the flow, repeat it in your own workspace.
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