Moving from Insightly to Doodali

1. Export from Insightly

1. In Insightly, open System Settings → Data Management → Export.
2. Export Contacts and Organizations as CSV files.
3. Download them.

2. Import into Doodali

1. In Doodali, open the business you’re bringing across, then go to Settings → Import and export and press Import clients from a CSV (or press Import on the Clients page).
2. Choose the file. Doodali reads the column headings and matches them for you: company name, email, phone, address, VAT number, notes, and the contact’s name, email, phone and job title.
3. Check the matches. Anything Doodali couldn’t match is set to “Skip”: choose a field for it, or leave it out.
4. Press Import. Each row becomes a client with its main contact. More people at a company that’s already there are added as its contacts, and clients already in Doodali are skipped, so you can import again safely.

What comes across

What stays behind

• Opportunities and projects: add open ones to Doodali’s pipeline and Projects.