![]() The status email gives you detailed errors for each record. The types of errors and their fix are detailed in the next section below. In addition to the summary, a detailed error log file is attached with the records which failed with Error message appended as the last column. This email contains a summary of the records imported, updated and failed. Once the import is completed, a status email is sent to you. After the fields are mapped, click on the import button to start the process. This generally takes 1-2 business days.Ĥ. If the number of records are more than 25000 records, we create a request ticket and import data in off peak time. The maximum limit on the number of records in this import is 25000 records. The import starts instantaneously and generally takes 5 mins to 1 hr based on the number of records. Insightly download data zip file#Upload the ZIP file prepared in Step b) above.ģ. Check the checkboxes for creating user and custom fields once you have completed Step a) Configure Freshsales before import as mentioned above. Go to Admin Settings > Data Import to import the data.Ģ. ![]() Follow the below steps to complete the process.ġ. ![]() Do not change any headers or file names present in the ZIP file. This zip file is used to import the data in Freshsales. Give the exact name of the user as in your Insightly files so as to associate the owners to the records correctly.Įxport your complete Imsightly data as a ZIP file. Fill in the details asked for to create new users. This generally takes 1-2 business days.īelow are the easy steps to migrate the data -Īdd Users: Add users in Freshsales before you initiate the import so that records can have owners associated properly. If the number of records are more than 25000 records, we create a request ticket and import data in off peak hours. Limits: The maximum limit on the number of records for the instantaneous import is 25000 records. Only default fields can be mapped from Insightly as the custom fields are not recognizable in Insightly XML files. Mapping: The mapping used to import your data is a static mapping. This feature is built for XML files from Insightly and not CSV files. A ZIP file will get downloaded, containing the CSV or ICS file within it.Using Freshsales data import feature, you can import all your Insightly data to Freshsales in a single click. Now, you can download the result of the job by calling the 'download_url'. When the job is completed successfully, the 'download_url' is available in the 'result' attribute of the response of the API. Else, you can also choose to check the status of the job at periodic intervals, by making a GET API call using the 'id' of the job. If you require the system to automatically notify you on the job completion, you can simply provide the 'callback' URL while creating a bulk read job. It will create an asynchronous job and return a unique identifier param, 'id', which is the reference of your request. How it Works Step 1 : Create a bulk read jobĬreate(or make) a POST API call, by providing the module, the list of fields to be exported and a criteria, to filter the records. You can export the records as an ICS file only for the Events module. The results are available only as a downloadable CSV file or an ICS file.
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