To export data from Insightly CRM:
- Select the page you would like to export records from (Contacts, Organizations, Opportunities, Projects, or Tasks) from the left navigation panel.
- On the right sidebar you’ll see the Import/Export section. Click the Export link.
- For records like contacts and organizations, you will be presented with another page of options to select from. Click the appropriate link for exporting contacts, organizations, or notes.
- An CSV file will be emailed to you.
Repeat these steps for each category where you have data to export.