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.

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. 

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