Nimble offers a variety of ways to upload your Office 365 contacts and their associated contact details to your account. Whether you have an Office 365 subscription or want to upload from an Outlook CSV file, this support article's got you covered.
Nimble enables Office 365 subscribers to import contacts from their account via the Office 365 connector. It's important to reminder that all contacts in your Outlook account from the "Your contacts" list will be added to Nimble.
If you would rather control which contacts are added to Nimble, you may consider using the Outlook CSV importer instead. Instructions on how to use this importer can be found in the next section below.
In Settings >> Networks & Imports, choose "Office 365"
During this setup, you can choose to only sync your contacts or also emails and calendar events. If you would like to only sync your contacts, then deselect email and calendar then choose "Connect Office 365"
A pop-up window will display giving you the option to sign into an existing Office 365 account. Choose which account you would like to sign into or click "Use another account."
After signing in, your Office 365 account will be synced to Nimble.
That's it! The account should now be connected and you'll be able to see your contacts in the Contacts tab. If you have connected your emails, then you will see your emails in the Message tab as well as on the contact record and be able to send single/group messages
Outlook CSV Importer
You may consider using the Outlook CSV importer if you have a controlled list of contacts that you would like to upload to Nimble. Controlling which contacts import to Nimble will ensure that you start your Nimble experience with a clean database of contacts.
If you haven't exported your Outlook contacts to a CSV file yet, you may use this article to do so: Export Contacts From Outlook
Once your contacts have exported, you may consider looking it over to remove any unwanted contacts from the file prior to import.
To start the import process, visit Settings >> Networks & Imports and search "Outlook CSV".
Click "Import CSV File" then upload or drag your CSV file onto the Import Wizard.
Select "Next", and utilize the CSV Import Wizard to map the headers from your CSV file to fields that exist in Nimble.
On the third page of the import process, you are provided with overwrite options. If you are running this import periodically then it is important to be mindful of your merging options to avoid duplicates.
Tip Alert: Nimble merges duplicates based on email address. If some of the contacts in your file do not have an email address, then you may choose to merge on name when email address is not present.
After selecting your overwrite options, be sure to apply a tag to your import, so you can easily locate your contacts later. You can also choose the privacy and owner of the contacts.
Then click "Finish" to import your contacts.
The more you know... FAQs
- Can I sync contacts from Nimble back to Office 365/create a two-way contact sync? - Yes, a one-way sync from Nimble to Office 365 or a two-way sync can be created through out PieSync integration. Check out this article for more details: Getting Start With PieSync and Nimble
- What else can I do with Office 365 and Nimble? - We offer a full integration with Office 365 enabling you to create a bidirectional sync for your emails and calendars and import your contacts as demonstrated above. Take our Nimble Smart Contacts App with you in Office 365 to learn more about your leads and contacts.
Starting April 20th 2021, the Nimble PieSync integration will no longer be available for new users to sign up. Set up the integration prior to April 20th in order to be able to enjoy Nimble + PieSync through April 21, 2022.
These helpful support articles will guide you through using Nimble as an Office 365 subscriber:
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