Insightly CRM Tutorial: How to Import Records

Published: 18 January 2017
on channel: Insightly, an Unbounce company
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There are lots of ways to get your data (contacts, orgs, opportunities, projects etc) into Insightly. Here we give you our preferred method and walk through how it's done.


Update January 2019: You can now import partial address information. You do not need to enter a full address; Insightly will import any address data you enter as long as it is mapped correctly.


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