Quick summary
Insightly CRM lets you import contacts in bulk by uploading a CSV file directly through the Contacts module. The step-by-step import wizard guides you through file selection, data formatting review, and finalizing the migration to populate your CRM instantly.
Steps
- Navigate to the Contacts module, where all your customer information is centralized.
- Click the Import Contacts and Notes link in the right sidebar to access the CRM's import tools.
- Choose Import Contacts from a CSV File as your import method.
- Select your file location to begin the contact import process.
- Click Next to proceed to the next step of the import wizard.
- Review data formatting to ensure clean, accurate contact records.
- Confirm your import preferences and click Start This Import to finalize your contact migration.
- Complete the import to instantly populate your CRM with valuable customer data.
