The first step to success for using Nimble is to upload your company contacts from an existing CRM, Outlook, or other sources. Once you add your contacts to Nimble, you'll be able to take advantage of all the Sales & Marketing features in Nimble.
We built the CSV Import Wizard for Nimble as an in-app utility, allowing you to load any CSV file into Nimble and then match the fields for import to Nimble. Upload the file into Nimble, match the fields, and let our Wizard do the rest!
Table of Contents
- Getting Started With the Wizard
- Data Sources
- Matching Columns and Fields
- Importing Contacts And Companies In One File
- Importing Custom Fields
- Importing Social Profiles
- Field Hierarchy
- Bulk Updating Contacts via Import
Getting Started With The Wizard
Access our CSV Import Wizard which can be found in Settings >> Networks & Imports. Choose "Contacts" then "CSV",
When adding your CSV file to Nimble, you may select your existing data source. Under "Select Mapping" choose "Default data sources".
By default we support - ACT!, Base CRM, Capsule, Highrise, Insightly, LinkedIn, Nutshell, Microsoft Office 365, Microsoft Outlook and Outlook Express, Pipedrive, Prosperworks, Salesforce, Sugar CRM, Yahoo Mail, Zoho.
You may also choose from a mapping you have already saved from a previous import! Learn more here: How to Save CSV Import Mappings
If you are importing from another source or from a proprietary spreadsheet, simply click "Next" to skip this step and proceed to the next screen.
Matching Columns and Fields
Once you load your CSV file, you'll be brought to the "Field Matching" page. The "Column name" column on the left will contain fields from your import file, while the "Nimble field" column enables you to find and match corresponding Nimble fields.
In each row, find the corresponding fields to match by searching the field selection.
Importing Contacts And Companies In One File
Nimble allows you to import both contacts and companies in the same file. This will save you time with having to create two separate CSV files and perform two separate imports.
If your file contains both contacts and companies, this will require some formatting of your CSV file. There are 2 ways to format your CSV file to achieve a successful import.
In your CSV file, place company names on the same row as contacts. This will assure that contacts and companies are automatically matched once imported.
To apply field values such as phone numbers, addresses, emails, etc to both contact and companies, copy your companies and paste them below your contact data. You can then copy and paste information from the contact fields and paste beside the companies. Or you can enter new information that pertains specifically to that company.
When running the import, make sure to select "Merge on Name if no match by Domain URL or email" for companies. This will prevent you from creating duplicate company records. This option can be found on the third page of the import process and will look like this:
On the third page of the import process, you'll also get the option to choose the contact owner and the privacy. To learn more about contact privacy, take a look at the following: Nimble Contact Privacy Feature
The final results:
Formatting Domains In Your File
Domains in Nimble can only apply to companies. Therefore, if you are uploading domains to a company record, you must treat this the same as applying information to companies.
First, create a header titled "Domain". If you have contacts at the top of your CSV file, you’ll need to leave the domain fields blank until you reach companies below contacts.
Domains must also be formatted without HTTP://.” or “WWW.”. Therefore, your domain should look like this ex. “nimble.com”.
Importing Custom Fields
If you have data in your CSV file that does not correspond with a field that already exists in Nimble, you can create custom fields from your Settings >> Data Fields page, and then match those fields in our Import Wizard! Learn more in our support article here: Custom Data Fields
Our CSV Import Wizard also offers the option to create custom fields from within the Wizard itself! Simply click the dropdown next to a field you wish to map to Nimble, and select "Create New Field":
Importing Social Profiles
You may now import social profiles along with other contact information when importing a CSV file to Nimble! For more information, please see our support article here: Importing Contacts' Social Accounts via CSV File
Here's the hierarchy we have for field headers, dictating which field values appear at the top of contact records in Nimble.
5. Work Fax
6. Home Fax
Updating Contacts via CSV Import
To update contacts via CSV import, select the "Overwrite existing fields" option, and all fields will be updated or overwritten.
Fields that will be overwritten:
Single-value fields: Name, Title, Company, Description, custom fields - Nimble will overwrite these fields with the data from the CSV field.
Fields that will be appended:
Multi-value fields: phone numbers, addresses, websites...etc. - Nimble will append new data from the CSV into the record.