By popular request, I’m happy to announce Insightly’s improved Import Wizard. With it, you can now update your Insightly records in bulk. So, you’ll never have to manually update numerous records again. For example, if you just exhibited at a trade show, received a list of booth visitors and want to mark them as such in Insightly, you can now easily do it with just a few clicks. And, not only does it update existing records, but it also adds new records if a match isn’t found. And, if you think this only supports leads or contacts, you’ll be happy to know that the new Import Wizard allows you to update all Insightly records; leads, contacts, organizations, opportunities, projects and tasks.
With Insightly’s improved Import Wizard, you’ll never have to manually update numerous records again. Learn more about it in our help articles. And, if you just want to learn about importing to Insightly, in general, consult our Importing Guide.
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