How to Import Data into Insightly

Updated on:

April 6, 2026

By:

Use this interactive demo to learn how to import data into your Insightly account.

‍

Follow this step-by-step guide to import data into Insightly. Using a CSV file, you can import contacts, leads, organizations, opportunities, and more.

‍

Let's start with the 'Contacts' module, where all your customer information is stored and managed.
Look for the 'Import Contacts and Notes' link in the right sidebar, click it to transfer your existing data into Insightly.
Select 'Import Contacts from a CSV File' from the options provided.
Now, you must browse and select your CSV file from your computer.
Click 'Next' to proceed to the mapping stage.
Take a moment to review your data formatting, this helps ensure your contacts import correctly. No one likes a messy database.
Double-check your import preferences and field mappings, then click 'Start This Import' to begin the process.
Your import will process and populate your contact database. You'll be ready to work with your data in no time.

📌 Why this matters

Importing your existing customer data prevents you from starting with an empty CRM, which would force you to manually recreate years of business relationships. Beyond the obvious time savings, having your complete contact history in one system transforms how your sales team operates.

They can immediately see communication patterns, identify warm leads from past interactions, and avoid the embarrassing mistake of treating existing customers like cold prospects. Your data becomes actionable intelligence rather than scattered spreadsheets gathering digital dust.

Your product deserves an interactive demo

Start free

How to Connect Facebook Leads to Insightly CRM

How to Change Account Owner Insightly

How to Change Password in Insightly