Exporting your contacts from Insightly via CSV and importing them to Nimble is very simple. Just take the steps below:
Step 1: Select the object type you want to export records from.
Step 2: Click the Show Sidebar icon to the left of the red New Record button.
Step 3: On the right sidebar you’ll see the Import/Export section. Click the Export link.
Step 4: For some records, you will be asked to select an export format.
Step 5: An exported CSV file will be emailed to you. Check your spam folder if you don’t see it within a few minutes.
Import to Nimble
Click your avatar in the top right hand corner
Choose Networks & Imports
From here, use the Import Wizard to upload your file.
For more information about this feature, please take a look at the following:
If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.