Quick summary
Insightly CRM lets you export contacts directly from the Contacts hub into CSV or Excel files, making it easy to use your data for email campaigns, spreadsheets, or backups. This walkthrough covers every step needed to complete a full contact export in Insightly.
Steps
- Navigate to the Contacts hub in Insightly, where all your contacts are stored and managed.
- Locate the Export option at the top of your contacts list.
- Select your preferred export format — choose between CSV or Excel depending on how you plan to use the data.
- Confirm the export — your contacts file will be ready to use for spreadsheets, email campaigns, or data backups.
