- Duplicate checks when importing
- Export your Apple contacts to import into Insightly
- Exporting data from Insightly to a CSV file
- Exporting data to an XML file
- How to import contacts from Google
- How to import data into Insightly
- Importing into a Lookup Relationship Custom Field
- How to import leads
- How to open a CSV file in Excel to fix date and other formatting issues
- Importing contact notes and organization notes
- Importing overview and tips
- Importing records with custom fields
- Importing records with tags
- Preparing a file for importing
- Transferring data between Insightly accounts
- Understanding bulk updating with imports
- Viewing and deleting recently imported records
- What are the default fields in Insightly?
- Importing Linked Records