![]() ![]() Insightly will display three columns: Insightly fields, headers from your file, and the first record in your file.By default, record change notifications will not be sent. Click the Trigger Workflow Automations checkbox if you want to trigger workflow automation actions that are applicable to the records you are importing.Ĭlick the Send Notifications checkbox, which allows users to choose whether these record change notifications will be sent or not.Uncheck the Skip the first row when importing checkbox if your file does not include a header row.Add New Records and Update Existing Records - Update records that match the Record ID field in your file, skip duplicates, and add all other records.Update Existing Records - Update records that match the Record ID field in your file.Add New Records - Add new records and skip records that Insightly recognizes as duplicates.Click Select File, then choose a file to be imported.In this example, we will choose the most common method, Import Contacts from a CSV File. Some record imports will not require this step. If displayed, choose an import method.If the sidebar is not displayed, click the Show Sidebar icon. ![]() Click the object tab for the type of records you're importing.When importing for the first time, test the import with a file that contains just a few of your records. You'll need these fields to map your information during the import process. If you have specialized information in your file-like billing ID numbers or customer types-be sure to create custom fields before importing. For other records, you may see additional selections during import, but the steps are the same. We have articles to guide you through importing leads and contact or organization notes. In the steps below, we're importing contact records. After you've prepared your file for importing, you can begin importing your records. ![]()
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December 2022
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