Import Leads Into Insightly

automated workflows for your new leads? AI can make mistakes, so double-check responses Copy Creating a public link... You can now share this thread with others Good response Bad response 3 sites Import Contacts To Insightly From Your Booking System It's like clockwork. Keep your CRM in top condition without any manual updates. Let Setmore send customer contact details straight... Setmore How do I import leads into my CRM? - The Share Group Importing Leads into Your CRM: A Step-by-Step Guide * Step 1: Prepare Your .CSV File. ... * Step 2: Access Your CRM. ... * Step 3: The Share Group How to Import Leads into Insightly CRM: A Step-by-Step Guide ... Mar 5, 2026 —

| Problem | Solution | |--------------------------------|----------------------------------------------------| | Required field missing | Add Last Name or map correctly. | | Picklist value not recognized | Use exact existing values or create new picklist entry. | | Date format wrong | Change to YYYY-MM-DD before import. | | Owner not found | Use email address of active Insightly user. | | Encoding errors (gibberish) | Save CSV as UTF-8 (e.g., in Google Sheets or Excel → Save As → CSV UTF-8). | import leads into insightly

Choose whether to add new records, update existing ones, or both. Once started, Insightly will email you when the process is complete. Pre-Import Checklist: Setting Up for Success automated workflows for your new leads

Click the Leads tab in your Insightly dashboard. Keep your CRM in top condition without any manual updates

Would you like a sample CSV template or help mapping a specific custom field?