The purpose of this plugin is to bypass the manual formatting of your own CSV file to our Nimble CSV template.
This tool takes your current Excel file and converts it into our Nimble CSV template. It’ll even try to automatically allocate some of the fields if you let it! Once converted, you need only to upload the file into Nimble.
System Requirements: Windows XP or above and Excel 2003 or above – sorry people, this is PC only at the moment.
How to install the file:
1. Ensure Excel is closed
2. Download the file "NimbleMapping" attached and unzip it
3. Copy the file into any given location e.g. the Windows\System32 or a specific Nimble folder
4. Click Start > Run or press Windows key and R
5. Enter “Regsvr32<directory>
So if you placed the file in a directory called C:\Richard\Nimble you would enter the following: “Regsvr32 C:\Nimble\NimbleMapping.dll”
If you wanted to uninstall it you add a –U to the end e.g. enter “Regsvr32 C:\Nimble\NimbleMapping.dll -u”
6. Once it’s installed, launch Excel and open up your data file. Depending on the version of Excel you have, will alter where the Nimble plug-in appears. If you’re using Excel 2007 it will appear in the Add-Ins tab, simply click it to launch. Here’s a screen shot of the utility in action:
In this example I’ve opened up a CSV file, but Excel can open up many different types of file. The file has column headers as you can see on the screen you’ve got FIRST and LAST. Having opened the file in Excel I then when to the Add-ins tab and clicked the Create Nimble CSV button. I then clicked AUTO which attempted to auto map the column headers for me. The only thing I needed to alter on this particular mapping was to change the Address from Home to Work.
When mapping fields you can map multiple fields into a single Nimble column such as the address field. You can also ask the formatter to look at a single Contact Name field and it can attempt to split it into both first and last name for you. You can also map to your user defined fields.
You’ll also see that there’s a maximum contacts (5000) area in the utility, this is to help divide the file in to 5000 record chunks of data for easy importing into Nimble.
To watch this Excel to CSV converter in action, check out Richard's video below as he goes through the instructions listed above.