![]() Click the "Select all." message that appears at the top of the list to include all the records in the export.Ĭlick the More button which appears above the list, then Export. If there are more than 50 items, they will be listed on multiple pages. Once the list has been narrowed down, click the checkbox above the records to select all records on the page. The filter list includes an option to create a custom filter.Ĭlicking the List View dropdown and select a view.Ĭlicking a link in the right sidebar under Your Recent Imports, if records have been recently imported. The list of records can be narrowed down by:Ĭlicking the Filter button. You can review our article on mass maintenance for more information on the other options that appear when selecting multiple records. After the export has completed, the export file can be downloaded from the bell icon in the upper-right corner of Insightly. Users can narrow down the list of records to export using specific criteria. The file download link will expire 30 days after the time of export. ![]() Check your spam folder if you don’t see it within a few minutes. On the right sidebar, click the Export link in the Import/Export section.įor some records, you will be asked to select an export format.Īn exported CSV file will be emailed to you. Navigate to the object that records will be exported from.Ĭlick the Show Sidebar button to the left of the New button. Exporting All Object DataĪfter an export has been completes, the export file can also be downloaded from the bell icon in the upper-right corner of Insightly. This section will not appear if the user does not have any recent exports. The exports that appear are object specific and will not display exports of other object records. The exports in this section link to the zipped CSV file generated by the export when clicked. Windows folders - Export list of files, folders, date info, size. When a user exports records, the four most recent exports will appear in the right-hand list view side bar under Your Recent Exports. ![]() Other items, like file attachments, events, comments, and emails saved to Insightly, cannot be exported. On the Share tab, in the Export group, click Export. ![]() An Insightly administrator will need to grant users export permissions first. Export a file or memo Click on the item in Detail View or List View. 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 the file. Users can update large sets of Insightly records by exporting them, changing or adding data to the file, and then importing them back into Insightly. Users can also export data from a custom report. Users can export Insightly records to create a reference, a backup, or for importing data into another program. ![]()
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