Exporting Your Contacts from Insightly

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Instructions

    1. From the left navigation bar, select the page you would like to export records from (Contacts, Organizations, Opportunities, Projects, or Tasks).
    2. On the right sidebar you’ll see the Import/Export section. Click the Export link.
    3. For records like contacts and organizations, you will be presented with another page of options to select from. Click the appropriate link for exporting contacts, organizations, or their notes.
    4. An exported CSV file will be emailed to you. (Don’t forget to check your spam folder if you don’t see it within a few minutes.)

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