Move your data from Insightly

Insightly does not accept requests from a browser on a key you can create, so its data comes across by its own export file. You drop the file, see how the columns map, and each record lands once.

Bring my Insightly data

What moves

What comes across

연락처
Lands in Calisto as 연락처 · 6 fields
CRM 연락처
기회
Lands in Calisto as 딜 · 6 fields
영업 기회
Organisations
Lands in Calisto as 회사 · 5 fields
기업 및 조직
작업
Lands in Calisto as 기록 · 5 fields
작업 및 활동
프로젝트
Lands in Calisto as Places and stays · 5 fields
프로젝트

Export file

Exporting from Insightly

In Insightly, open Contacts from the left navigation.
In the right sidebar's Import/Export section, click Export and choose the contacts export.
Insightly emails you the CSV; drop it below. Repeat for Organizations and Opportunities.

Insightly’s own help page

Before your first import you accept the Data Import Terms: you bring your own data with credentials you hold, and Calisto acts as your processor. Calisto never contacts the vendor for you and never sees your key. Read the terms