Import Leads Into Insightly [2021]

| Problem | Solution | |--------------------------------|----------------------------------------------------| | Required field missing | Add Last Name or map correctly. | | Picklist value not recognized | Use exact existing values or create new picklist entry. | | Date format wrong | Change to YYYY-MM-DD before import. | | Owner not found | Use email address of active Insightly user. | | Encoding errors (gibberish) | Save CSV as UTF-8 (e.g., in Google Sheets or Excel → Save As → CSV UTF-8). |

Insightly is a popular customer relationship management (CRM) tool that helps businesses manage their sales, marketing, and customer service activities. Importing leads into Insightly is a crucial step in streamlining your sales process and ensuring that your team has access to accurate and up-to-date information. In this paper, we will provide a step-by-step guide on how to import leads into Insightly. import leads into insightly