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Instance · CRM

Importing and Exporting Data for CRM Contacts

Last updated 2 November 2026

Insites allows you to import and export your CRM data in bulk. For example, you may need to migrate your contacts from one (or more) spreadsheets or another CRM to be centrally managed within Insites. The import/export functionality allows you to do this migration without having to manually re-input all of your data.

This article consists of the following topics:

  • Importing contacts
  • Exporting contacts
  • Importing addresses
  • Exporting addresses
  • Importing relationships
  • Exporting relationships
  • Importing activities
  • Exporting activities
  • Importing profile fields

Note

If your import file includes custom fields, download the latest CSV template to get the current column headers before importing. Custom field column names are updated periodically.

Importing contacts

To import contacts:

  1. Navigate to the CRM from the main menu.
  2. Select Contacts.
  3. Select the overflow menu (), then Import Contacts.
  4. Select Download CSV Template on the 'Import Contacts' drawer. The profile list sits above it, so choose profiles first if you want their columns in the template.
  5. Use the CSV template as a guide for creating an import file that matches the input requirements in Insites.
  6. When your CSV file is ready, return to the 'Import Contacts' drawer by executing steps #1 - #3.
  7. If you want to import profile fields along with your contacts, select the profiles you want to include from the profile selection dropdown in the drawer.
  8. Drag and drop your file, or use the clickable area on the drawer to upload your CSV file.
  9. Select IMPORT CONTACTS.

The following table displays the input requirements and descriptions for importing contact data into the CRM:

Column HeaderTypeRequiredDescription
IDStringNoID of the contact.
UUIDStringNoUniversal Unique Identifier of the contact
Is ArchivedBooleanNo

Indicates whether or not the contact is archived in the Instance. Input options include:

  • TRUE
  • FALSE
First NameStringNoFirst name of the contact.
Last NameStringNoLast name of the contact.
EmailStringYesPrimary email address of the contact.
PrefixStringNoPrefix used by contact.
NationalityStringNoNationality of the contact.
Email 2StringNoAlternative email address of the contact.
Company UUIDStringNoUniversal Unique Identifier of the company associated with the contact.
Job TitleStringNoJob title of the contact.
Category UUIDStringNoUniversal Unique Identifier (UUID) of the contact category. Input options for this field come from the CRM system fields.
Type UUIDStringNoUniversal Unique Identifier (UUID) of the type of contact being added. Options for this field come from the CRM system fields.
Lead Source UUIDStringNoUniversal Unique Identifier (UUID) of the lead source of the contact. Options for this field come from the CRM system fields.
Assigned To Administrator UUIDStringNoUniversal Unique Identifier (UUID) of the admin user assigned to this contact. Options come from the list of admin users in your Instance Admin.
Date Of BirthStringNo Contact's date of birth.
GenderStringNoContact's gender
Work Phone Country CodeStringNoCountry code of the contact's work phone number.
Work Phone NumberStringNo Contact's work phone number.
Home Phone Country CodeStringNoCountry code of the contact's home phone number.
Home Phone NumberStringNo Contact's home phone number.
Mobile Phone Country CodeStringNoCountry code of the contact's mobile phone number.
Mobile Phone NumberStringNo Contact's mobile phone number.
Facebook LinkStringNoLink to the contact's Facebook profile or page.
X LinkStringNoLink to the contact's X account.
Youtube LinkStringNoLink to the contact's YouTube channel.
Linkedin LinkStringNoLink to the contact's LinkedIn page.
Instagram LinkStringNoLink to the contact's Instagram profile.
Snapchat LinkStringNoLink to the contact's Snapchat.
Social 1 LinkStringNoLink to an alternative social media account used by the contact.
Social 2 LinkStringNoLink to an alternative social media account used by the contact.
NotesStringNoNotes regarding the contact.
Default Address UUIDStringNoUniversal Unique Identifier of the contact's default address.
AddressesArrayNoAddresses associated with the contact.
Show View Alert MessageBooleanNo

Indicates whether or not an alert message is displayed whenever a user views a contact. Input options include:

  • TRUE
  • FALSE
View Alert MessageStringNoThe alert message displayed whenever a user views a contact.
Show Edit Alert MessageBooleanNo

Indicates whether or not an alert message is displayed whenever a user updates a contact. Input options include:

  • TRUE
  • FALSE
Edit Alert MessageStringNoThe alert message displayed whenever a user updates a contact.
Owner Company UUIDStringNoThe Universal Unique Identifier (UUID) representing the contact's owner company. This field proves valuable in scenarios where you encounter multi-level CRM requirements within your project. It enables you to identify the contact's owner effectively.

For instance, consider a franchise portal where each branch maintains its own CRM system, and the head office can access all of them.
Owner Contact UUIDStringNoThe Universal Unique Identifier (UUID) representing the contact's owner contact.
Stripe IDStringNoStripe ID of the company.

Exporting contacts

To export contacts:

  1. Navigate to the CRM from the main menu.
  2. Select Contacts.
  3. Select the overflow menu (), then Export Contacts.
  4. In the 'Export Contacts' drawer, choose the list (Active Items or Archived Items), the sort field and order, and optional filters.
  5. Select Export Contacts.

The exported CSV includes the contact's associated company name.

Importing addresses

To import addresses:

  1. Navigate to the CRM from the main menu.
  2. Select Contacts.
  3. Select the overflow menu (), then Import Addresses.
  4. Select the CSV Template link on the 'Import Addresses' drawer to download the import template.
  5. Use the CSV template as a guide for creating an import file that matches the input requirements in Insites.
  6. When your CSV file is ready, return to the 'Import Addresses' drawer by executing steps #1 - #3.
  7. Use the clickable area on the drawer to upload your CSV file.
  8. Select IMPORT ADDRESSES.

These are the input requirements and descriptions for importing company addresses into the CRM:

Column HeaderTypeRequiredDescription
UUID
StringNoUniversal Unique Identifier (UUID) of the address.
Contact UUIDStringYesUniversal Unique Identifier (UUID) of the contact the address is associated with.
Address LabelStringNoLabel used for the address.
Address 1StringNoAddress line 1.
Address 2StringNoAddress line 2.
Address 3StringNoAddress line 3.
CityStringNoCity of the address.
CountyStringNoCounty of the address.
DistrictStringNoDistrict of the address.
SuburbStringNoSuburb of the address.
StateStringNoState of the address.
CountryStringNoCountry of the address
Country CodeStringNoCountry code of the address.
Postal CodeStringNoPostal code of the address.
LongitudeStringNoLongitude of the address.
LatitudeStringNoLatitude of the address.
Geo JSONStringNoGeoJSON link of the address.

Exporting addresses

To export addresses:

  1. Navigate to the CRM from the main menu.
  2. Select Contacts.
  3. Select the overflow menu (), then Export Addresses.

Importing relationships

To import relationships:

  1. Navigate to the CRM from the main menu.
  2. Select Contacts.
  3. Select the overflow menu (), then Import Relationships.
  4. Select the CSV Template link on the 'Import Relationships' drawer to download the import template.
  5. Use the CSV template as a guide for creating an import file that matches the input requirements in Insites.
  6. When your CSV file is ready, return to the 'Import Relationships' drawer by executing steps #1 - #3.
  7. Use the clickable area on the drawer to upload your CSV file.
  8. Select IMPORT RELATIONSHIPS.

These are the input requirements and descriptions for importing contact relationships into the CRM:

Column HeaderTypeRequiredDescription
Relationship UUIDStringNoUniversal Unique Identifier (UUID) of the relationship.
CRM TypeStringNo

The type of CRM entity you wish to add to the contact. Options include:

  • Contact
  • Company
CRM UUIDStringNoUniversally Unique Identifier (UUID) of the CRM entity that has the relationship with another CRM contact.
Related CRM TypeStringNo

The type of CRM entity with which a relationship is established. Options include the following:

  • Contact
  • Company
Related CRM UUIDStringNoUniversal Unique Identifier (UUID) of the related CRM.
Relationship Type UUIDStringNoUniversal Unique Identifier (UUID) of the relationship type.
NotesStringNoNotes about the relationship.
Start Date TimeDateTimeNoDate and time the relationship started.
End Date TimeDateTimeNoDate and time the relationship ended.

Exporting relationships

To export relationships:

  1. Navigate to the CRM from the main menu.
  2. Select Contacts.
  3. Select the overflow menu (), then Export Relationships.

Importing activities

To import activities:

  1. Navigate to the CRM from the main menu.
  2. Select Contacts.
  3. Select the overflow menu (), then Import Activities.
  4. Select the CSV Template link on the 'Import Activities' drawer to download the import template.
  5. Use the CSV template as a guide for creating an import file that matches the input requirements in Insites.
  6. When your CSV file is ready, return to the 'Import Activities' drawer by executing steps #1 - #3.
  7. Use the clickable area on the drawer to upload your CSV file.
  8. Select IMPORT ACTIVITIES.

These are the input requirements and descriptions for importing activities into the CRM:

Column HeaderTypeRequiredDescription
Activity UUIDStringNoUniversal Unique Identifier (UUID) of the activity
Activity TypeStringNo

Type of activity. Options include the following:

  • Call
  • Chat
  • Email
  • Event
  • File Note
  • Meeting
  • SMS
  • Other

In the CSV, use the lowercase value: call, chat, email, event, file_note, meeting, sms or other.

Start Date TimeStringNoDate and time the activity was initiated.
End Date TimeStringNoDate and time the activity ended.
Related Contact UUIDsStringNoUniversal Unique Identifier (UUID) of the contacts involved in the activity.
NotesStringNoNotes regarding the activity.
SubjectStringNoSubject of the activity.
MessageStringNoMessage contained in the activity.
Related UUIDStringNoUniversal Unique Identifier (UUID) of the entity, for example, a contact, linked to this activity.
Last Updated By Administrator UUIDStringNoUniversal Unique Identifier (UUID) of the administrator who last updated the activity.

Exporting activities

To export activities:

  1. Navigate to the CRM from the main menu.
  2. Select Contacts.
  3. Select the overflow menu (), then Export Activities.

Importing profile fields

Profile fields store additional information associated with a contact's profile. You can import profile field data alongside your contact records by selecting profiles during the import process.

To import contact profile fields:

  1. Navigate to the CRM from the main menu.
  2. Select Contacts.
  3. Select the overflow menu (), then Import Contacts.
  4. Select the profiles you want to import from the profile selection dropdown in the drawer.
  5. Select Download CSV Template to download a template that includes columns for the selected profile fields.
  6. Fill in the profile field columns in your CSV file using the template as a guide.
  7. Upload your completed CSV file by dragging and dropping it, or using the clickable area on the drawer.
  8. Select IMPORT CONTACTS.

Note

File and photo type profile fields are not included in the import template. These field types cannot be imported via CSV.