Step-by-Step Guide to Import Contact into Insightly

Do you want to import contacts into Insightly to speed up your contact management process?

Keep scrolling to decode how to import contacts into Insightly CRM quickly and easily with our detailed instructions, keeping your CRM database current and well-structured.

To streamline the data import procedure and take advantage of Insightly’s capabilities, follow the below guidelines to organize your contact data effectively and ensure a smooth transition into Insightly’s database.

How to Import Contact into Inslightly?

We are going to import contact records in the steps below. While importing, you might notice more options for different records, but the procedures remain the same.

Note: When you do it for the first time, use a file containing only a few of your entries to test the import.

Step 1: Prepare Data

Organize your data (Contacts) in a format that Insightly supports. It can be in CSV format or Excel form. Make sure that your data includes all the necessary details required in Insightly.

Step 2: Log in to Insightly

Go to the official website of Insightly and log in to your account.

Step 3: Import Contacts

• First, to import records or contacts, click on the object tab to select the type of records you want to import.
• In the sidebar, click on the “Import” link. If the sidebar is not displaying on the screen, click on the “Show Sidebar” icon.

• Sometimes while importing the data or records, you will not require this step. When the step is displayed on the screen, select one import method to continue the process.
• In this case, we want to import contacts & we will choose import contacts from the CSV file.

Step 4: Upload File

Now hit on the “Select File” tab and choose the file that you want to import. Then, click on the “Next” option.

Step 5: Select Import Options

Here, you need to choose any one import option from the three:

1. Create New Record: You can create new records and remove ones Insightly identifies as duplicates.
2. Update Existing Record: Update those records in your file that match the record ID field and ignore all others.
3. Create New Record and Update Exiting Record: Add all the additional records by skipping duplicate once and updating the records that match the record ID field.

Step 6: Start with the Field Mapping

• If there is no header row in your file, uncheck the “Skip the first row when importing” option.
• To initiate AppConnect Recipes or workflow automation tasks, choose the Trigger Automations checkbox. If unverified, workflow automation rules, actions, and related AppConnect recipes that apply to these records and are relevant to the data you are importing won’t be handled.
• To select whether to send these record change alerts, click the “Send Alerts” button. No notifications of record changes will be delivered by default.
• Click the “Next” button.

Step 7: Import Records with Tag

Insightly will show three columns: The first entry in your file, headers from your file & Insightly fields. For every column in your file, choose or confirm the Insightly Field. You can examine Importing records with tags if you’re importing tags with your records.

Step 8: Hit the “Start This Import” Option

Once the data is imported successfully, you will get a confirmation message on your screen. You will also receive an email stating the same within a few minutes to notify you about completing the process and problems, if any.

Wrapping Up

By importing contacts into Insightly successfully, you can obtain insightful data, improve internal cooperation, and streamline communication with a fully stocked CRM system.

Additionally, you may fully leverage your CRM platform to accomplish your company objectives as you can use Insightly’s capabilities to log interactions, nurture prospects, and drive sales. Implement Insightly’s power and see how your relationships with customers grow.