Import Bulk Data Into the Account

Import Bulk Data Into the Account



  1. Navigate to Accounts module. 
  2. Click on Import button. 
  3. Click on Download Template option, the template will be downloaded on your system in Download folder. 

  1. The template consists of the instructions to upload file. 

A screenshot of a computerDescription automatically generated

  1. Fill in the required details in the template and save the file. For example, we have mentioned the details for two accounts in the template.  

  1. Once the details are saved, click again on Import button under Accounts. 
  2. Click on Upload a file option. 

A screenshot of a computerDescription automatically generated

  1. Select the saved template from the system. 
  2. Click on Open button and the system will pop up a message on the righthand side of the InsightsCRM window.  

A white box with black textDescription automatically generated

  1. The system will prompt through an email about the Bulk Import status. 

A screenshot of a computer screenDescription automatically generated


  1. The saved records will be shown under Accounts. 


A screenshot of a computerDescription automatically generated