How to Import Data into Insightly
- George Apostolov
How to Import Data into Insightly: step-by-step guide
Let's start with the 'Contacts' module, where all your customer information is stored and managed.
Look for the 'Import Contacts and Notes' link in the right sidebar - click it to transfer your existing data into Insightly.
Select 'Import Contacts from a CSV File' from the options provided.
Now, you must browse and select your CSV file from your computer.
Click 'Next' to proceed to the mapping stage.
Take a moment to review your data formatting - this helps ensure your contacts import correctly. No one likes a messy database!
Double-check your import preferences and field mappings, then click 'Start This Import' to begin the process.
Your import will process and populate your contact database. You'll be ready to work with your data in no time.
Quick answer: To import data into Insightly, start with the Contacts module, click the Import Contacts and Notes link, and select Import Contacts from a CSV File. Browse and select your CSV file, click Next, review your data formatting, check your preferences and field mappings, and click Start This Import to process your contact database.
About this tutorial
Quickly transfer your customer information into the app by uploading a CSV file, mapping fields, and starting the import process. This guide shows how to import Data into Insightly in 8 steps, starting with "Let's start with the 'Contacts' module, where all your customer information is stored a..." and finishing with "Your import will process and populate your contact database. You'll be ready to work wi...". 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 Data 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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