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Insightly download data6/26/2023 For some records, you will be asked to select an export format.On the right sidebar you’ll see the Import/Export section.Click the Show Sidebar icon to the left of the red New Record button.Select the object type you want to export records from. ![]() Other items, like file attachments, events, comments, and emails saved to Insightly, cannot be exported. An Insightly administrator will need to grant you export permissions first. Users can export all of an object's records or refine the list of records to be exported. Insightly matches the record ID numbers to find the existing records and replaces the field values in Insightly with the ones in your file. You can update large sets of Insightly records by exporting them, changing or adding data to the file, and then importing them back into Insightly. ![]() Or maybe you want to create a back up of important records into a CSV file. ![]() Sometimes, you'll need to update an existing list of records from Insightly to update outside sources, such as a spreadsheet or a mailing list. You can also export data from a custom report. You can export your Insightly records to create a reference, a backup, or for importing your data into another program.
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