How to Export from Insightly

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Exporting data from Insightly is straightforward and allows you to download your records in CSV format. Here’s how to do it:

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1. Navigate to the 'Contacts' hub, where all your valuable relationship data is stored.
2. Access the 'Export' feature to utilize your contact data across multiple platforms.
3. Initiate the export process to create a portable version of your valuable contact database.
4. Complete your export and prepare to leverage your contact data for analytics, marketing campaigns, or data integration.