How to Import Contacts into Insightly

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To import contacts into Insightly CRM, follow these steps:

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1. Start by exploring the 'Contacts' module, where all your customer information is centralized.
2. Click the 'Import Contacts and Notes' link in the right sidebar to quickly transfer existing customer data into your CRM with our powerful import tools.
3. Choose 'Import Contacts from a CSV File'.
4. Select your file location to begin the contact import process.
5. Click 'Next'.
6. Review data formatting to ensure clean, accurate contact records.
7. Once you have confirmed your import preferences before finalizing your contact migration. Click 'Start This Import'.
8. Complete your import to instantly populate your CRM with valuable customer data.