Object Name | Export | Import | Important Information |
Companies | ✅ | ✅ |
|
Contacts | ✅ | ✅ |
|
Deals | ✅ | ✅ |
|
Leads | ✅ | ✅ |
|
Calls | ❌ | ✅ |
|
Emails | ✅ | ✅ |
|
Meetings | ❌ | ✅ |
|
Notes | ✅ | ✅ |
|
Tasks | ✅ | ✅ |
|
Attachments | ✅ | ❌ |
|
Learn what record types can and cannot be migrated for Insightly migrations
Written by Ashley Milne
Updated over a year ago