Exporting data from Insightly is straightforward and allows you to download your records in CSV format. Here’s how to do it:
- Navigate to the 'Contacts' hub, where all your valuable relationship data is stored.
- Access the 'Export' feature to utilize your contact data across multiple platforms.
- Initiate the export process to create a portable version of your valuable contact database.
- Complete your export and prepare to leverage your contact data for analytics, marketing campaigns, or data integration.
