How to Import Contacts into Insightly
- George Apostolov
How to Import Contacts into Insightly: step-by-step guide
Start by exploring the 'Contacts' module, where all your customer information is centralized.
Click the 'Import Contacts and Notes' link in the right sidebar to quickly transfer existing customer data into your CRM with our powerful import tools.
Choose 'Import Contacts from a CSV File'.
Select your file location to begin the contact import process.
Click 'Next'.
Review data formatting to ensure clean, accurate contact records.
Once you have confirmed your import preferences before finalizing your contact migration. Click 'Start This Import'.
Complete your import to instantly populate your CRM with valuable customer data.
Quick answer: To import contacts into Insightly, navigate to the Contacts module, click the Import Contacts and Notes link, select Import Contacts from a CSV File, choose your file location, click Next, review data formatting, and click Start This Import to complete the process.
About this tutorial
Migrate customer data into the app by uploading a CSV file, reviewing formatting, and starting the import. This guide shows how to import Contacts into Insightly in 8 steps, starting with "Start by exploring the 'Contacts' module, where all your customer information is centra..." and finishing with "Complete your import to instantly populate your CRM with valuable customer data". 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 import Contacts into Insightly?
8 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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