Submit a request

How can we help?

Articles in this section

See more

How to import with custom objects

Updated

Importing into a custom object works much like importing into a standard one, with a few preparatory steps first.

Before you import

A few steps are required before records can be imported into a custom object. Beyond those, the process matches a standard object import.

You can create custom fields and a Page Layout for your custom object before exporting, if needed.

Exporting: select your custom object from the navigation bar, click Export in the sidebar (click the Show Sidebar icon first if the sidebar isn’t displayed). Custom objects are imported and exported using CSV files.

Fill out the exported CSV, adding any standard or custom fields you may have missed.

Importing: select your custom object from the navigation bar and click Import in the sidebar (again, show the sidebar first if needed). Upload the CSV file, then click Next.

Select your import action:

  • Add New Records: adds new records and skips records Insightly recognizes as duplicates.
  • Update Existing Records: updates records that match the Record ID field in your file, and skips all other records.
  • Add New Records and Update Existing Records: updates matching records, skips duplicates, and adds everything else.

Uncheck the header-row box if your file doesn’t include one, then click Next. Map the fields from your file to Insightly’s fields using the dropdowns, and click Start This Import. You’ll get a confirmation message immediately, and an email within a few minutes once the import finishes, noting any problems along the way.

Custom Orders Navigation Item Highlighted in Sidebar — The left navigation menu of an Insightly CRM instance called “Bakery” is shown, with the Custom Orders option outlined in a red box to draw attention to it. This indicates where users should click to access the Custom Orders section within their CRM.

1 Custom Orders Navigation Item Highlighted in Sidebar

 Accessing Import/Export Options in Custom Orders — A dropdown menu is open in the Custom Orders list view, revealing options to Import or Export Custom Orders, as well as access the Recycle Bin. This helps users understand how to bulk manage order data or recover deleted records within Insightly CRM.

2 Accessing Import/Export Options in Custom Orders

 Import Custom Orders CSV Upload Screen — The image shows Step 1 of the Import Custom Orders process in Insightly CRM, where users select a CSV file to upload using the “Select File” button (highlighted with a red arrow). This step is important because it initiates the data import workflow, which supports up to 50,000 records per file.

3 Import Custom Orders CSV Upload Screen
Import Options Step With Add New Records — The screenshot shows Step 2 of the Import Custom Orders wizard in Insightly, where the Import Action is set to “Add New Records” via a dropdown menu. A red arrow highlights this dropdown, and a checkbox option allows users to skip the first row if it contains column headers rather than data.

4 Import Options Step With Add New Records

 Step 3 Field Mapping During Custom Order Import — The screenshot shows the final step of importing custom orders in Insightly CRM, where users map file columns like Record ID, Delivery Name, and dates to corresponding Insightly fields. A red arrow highlights the “Start This Import” button, indicating this is the action users should click to complete the import process.

5 Step 3 Field Mapping During Custom Order Import

 File Import Queue Confirmation Message — A notification banner in Insightly CRM confirms that an uploaded file has been placed in the import queue for processing. The message reassures the user that they will receive an email notification once the import is complete.

6 File Import Queue Confirmation Message

Related to

Related articles

Powered by Zendesk