Click the More button which appears above the list, then Export.Click the "Select all." message that appears at the top of the list to include all the records in the export.
If there are more than 50 items, they will be listed on multiple pages.
Insightly download data update#
You can update large sets of Insightly records by exporting them, changing or adding data to the file, and then importing them back into Insightly. Or maybe you want to create a back up of important records into a CSV file. Sometimes, you'll need to update an existing list of records from Insightly to update outside sources, such as a spreadsheet or a mailing list. You can also export data from a custom report.
Insightly download data zip file#
A ZIP file will get downloaded, containing the CSV or ICS file within it.You can export your Insightly records to create a reference, a backup, or for importing your data into another program. 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.