Migrating from Insightly | Online Help - Zoho CRM

Migrating from Insightly to Zoho CRM

Migration from Insightly to Zoho CRM is carried out using APIs and Instance URLs only. You can initiate the migration by entering the API key. The entire migration will take place in the backend and you will be sent an email notification once its completed. You can undo or rerun the migration 3 times. 

Get API Token from Insightly

To get API token

  1. Log in to your Insightly account.
  2. Click the account profile icon and then go to User Settings.
  3. In the User Settings page, under API key, copy the API token.

Migrate data from Insightly

To migrate data from Insightly

  1. Go to Setup > Data Administration > Import.
  2. In the Data Migration page, do the following:
    • Choose Insightly 
    • Enter the API Token.
      The instance URL will be auto-populated.
    • Click Migrate Now.
      You will be notified when the migration is complete via a pop-up and an email.
For your kind reference: The following table lists the supported Zoho modules and fields equivalent to that of Insightly's modules and fields. Refer this table as you migrate to achieve a successful, error-free migration. 

Notes: Zoho CRM does not support custom modules in API migrations.
Insightly Modules Zoho Modules Insightly Fields Zoho Modules
Organizations Accounts Organization Name Account Name
Description Description
Tag List Tag
Shipping Street Shipping Street
Shipping City Shipping City
Shipping State Shipping State
Shipping Country Shipping Country
Shipping Postal Code Shipping Code
Billing Street Billing Street
Billing State Billing State
Billing City Billing City
Billing Country Billing Country
Billing Postal Code Billing Code
Phone Phone
Fax Fax
Website Website
LinkedIn LinkedIn*
Facebook Facebook*
Twitter Twitter*
Organization Owner Owner
Organization Owner Created By
Organization Owner Modified By
Organization Created Created Time
(DATE_UPDATED_UTC) Modified By
Contact Contacts First Name First Name
Last Name Last Name
Prefix Salutation
Description Description
Email Email
Mobile Mobile
Phone Phone
Home Phone Home Phone
Other Phone Other Phone
Assistant Phone Asst Phone
Assistant Name Assistant
Fax Fax
Mailing Street Mailing Street
Mailing City Mailing City
Mailing State Mailing State
Mailing Country Mailing Country
Mailing Postal Code Mailing Code
Other Street Other Street
Other City Other City
Other State Other State
Other Country Other Country
Other Postal Code Other Code
LinkedIn LinkedIn*
Facebook Facebook*
Twitter Twitter*
Contact Owner Owner
Contact Owner Created By
Contact Owner Modified By
Contact Created Created Time
(DATE_UPDATED_UTC) Modified By
(DATE_UPDATED_UTC) Last Activity Time
Leads Leads First Name First Name
Last Name Last Name
Prefix Salutation
Organization Name Company
Email Address Email
Description Description
Website Website
Phone Phone
Mobile Mobile
Fax Fax
Title Title
Number of Employees No. of Employees
Lead Source Lead Source
Street Street
City City
State State
Postal Code Zip Code
Country Country
Lead Status Lead Status
Lead Rating Lead Rating *
User Responsible Owner
Lead Owner Created By
Lead Created Created Time
(DATE_UPDATED_UTC) Modified Time

Events Events Title Event Title
Location Venue
All Day All Day
Start Date Start Date
End Date End Date
Contact / Lead Who Id
Organization/Opportunity What Id
Description Description
Event Owner Owner
Event Owner Created By
Event Owner Modified By
Event Created Created Time
(DATE_UPDATED_UTC) Modified Time
Opportunities Deals Opportunity Name Deal Name
Description Description
Opportunity Value Value
Probability of Wining Probability
Actual Close Date/ Forecast Close Date/Updated Date Closing Date
Current State / Stage (Decided Algorithimically) Stage
Organization Account Name
Bid Currency Currency
Category Deal Category
Bid Amount Bid Amount*
Bid Duration Bid Duration*
Bid Type Bid Type*
Opportunity Owner Owner
Opportunity Owner Created By
Opportunity Owner Modified By
Opportunity Created Created Time
(DATE_UPDATED_UTC) Modified Time

Task Tasks Status Status
Description Description
Date Due Due Date
Priority Priority
(Completed Date) Closed Time
Task Name Title
Contact/Lead Who Id
Organization/Opportunity WhatId
Category Category*
Task Owner Owner
Task Owner Created By
Task Owner Modified By
Created Created Time
Last Updated Modified Time
Progress Complete*
Users Users First Name First Name
Last Name Last Name
Email Address Email

Check Data Accuracy

After the data is migrated you will be notified through an email. Kindly check if the files are imported correctly into the Zoho CRM account by visiting the Import History (Setup > Data Administration > Import > Import History). Read more about Import history.

If you are not satisfied with the import or field mapping results, you can delete the imported records and re-import.