We added a new feature to Insightly today, a contacts file importer. It imports CSV or comma separated value text files which almost all contact manager applications allow export to, and which Microsoft Excel also understands.
You can start by clicking the "Import Contacts" hyperlink in the header of the Contacts tab.
It's a very easy twostep process of uploading the CSV file, then mapping your files fields to the contact and organisation fields within Insightly. We try to match most of the fields for you automatically from looking at the headers, but those we cannot find a match for will be highlighted in yellow.
After matching all the appropriate fields, we will import all the contacts and organisations and send you an email when it's finished. It could take a few minutes if you have hundreds of contacts to import.
If you are not happy with the final results (maybe the fields were not mapped correctly), you can easily roll back the import and attempt it again.
We will be progressively adding some comprehensive documentation around the whole system over the next couple of weeks to make a few of these features a lot more clear.
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