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How to export data out of Nimble

Learn how to export your Nimble data

Nimble Customer Care avatar
Written by Nimble Customer Care
Updated over 2 years ago

In Nimble, you can export your contacts, activities and deals to a CSV file that is delivered to your Inbox. An activity export includes Tasks, Logged Calls, Events and Custom Activity Types.
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Export Contacts

  1. Visit your Contacts tab and select the contacts you want to export (either by a tag or by a filter)

  2. Click the Select All box at the top. If you have more than 30 contacts, make sure you select ALL of the contacts.
    ​ Note: The "Select ALL ###" option is available for People, Company, Recently Added filters, saved segments and tags.

  3. At the top, select Export >> Export CSV

  4. Nimble will email you your exported contacts in a CSV file

Export Deals
 

  1. Go to the Deals tab >> List view

  2. Select "Export Deals"

  3. Select specified deal information

  4. Confirm, and you will receive the export via email


Available export options: 

Export Activities

  1. Visit the Activities tab then choose "List

  2. Select the "Export"  button and a pop-up window will appear. You will see the exact input of starting and ending date range at pop-up

  3. Select your date range, then click "Export"

Nimble will deliver a CSV file with your exported activities right to your inbox.

 
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Please note: Contacts and deals exports can only contain data that can be changed in the "Edit" page of a contact or deal record. We are not able to export notes or email correspondence at this time.
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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. 

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