Import Leads Into Insightly Free

If your CSV picklist values don’t match Insightly’s, the import will fail for those rows. Use exact match text (e.g., “New” not “Fresh”).

Here are some best practices to keep in mind when importing leads into Insightly: import leads into insightly

# Example lead data lead_data = 'FIRST_NAME': 'John', 'LAST_NAME': 'Doe', 'EMAIL_ADDRESS': 'john.doe@example.com', 'COMPANY': 'Example Inc.' If your CSV picklist values don’t match Insightly’s,

Before you begin the import process , take these steps to prevent data errors: This ensures that when you convert a lead

Insightly recommends importing Organizations first, then Contacts , and finally Leads . This ensures that when you convert a lead later, the records are already properly linked. Import Methods and Tools

Importing leads into Insightly is a critical step for centralizing your sales funnel and ensuring no opportunity falls through the cracks. Whether you are migrating from a different CRM or consolidating spreadsheets, the process involves preparing your data, mapping fields, and executing the upload through Insightly’s built-in tools.