Data guides
Insightly: see how much data you have, then export it.
Pick a system to see two things: how to check how much data is in it, and how to export a copy. No form, no sign-in.
Insightly
CRM & sales
How to see how much data is in Insightly
- Sign in to Insightly as an administrator
- Open the profile menu → Billing & Account
- Note the storage used and the record counts in the account statistics
Record storage used and record counts; uploaded files, email attachments and the Recycle Bin all count, but files linked from Google Drive or Dropbox do not.
Insightly’s official instructions
How to get a copy of your Insightly data
- Make sure an admin has granted you export permission
- Open a record type (Contacts, Organizations, Opportunities, etc.)
- Click Show Sidebar next to the New button
- Click Export under Import/Export
- Download the zipped CSV from the email or the bell icon
- Repeat for each record type
Users with export permission open each record type, click Show Sidebar, and choose Export under Import/Export. Insightly emails a zipped CSV.
File attachments, events, comments and saved emails cannot be exported, and download links expire after 30 days.
These instructions are written by DataFrenzy from each vendor’s public help pages. Menu names can vary by plan and change over time; the official link on each guide is the final word. Screenshots come from each vendor’s own help pages and videos or, where noted, from third-party tutorials credited under the image; dashed outlines are illustrations, not screenshots. Looking up a size or preparing an export never sends anything to DataFrenzy.