Migrating your contacts from QuickBooks contacts to Nimble is easy. Contacts can be exported from the Customer or Reports page.
Export customer data from the Customers page
If you export from the Customer page, you'll be able to export information like Name, Company, Address, Phone number, Email Address, Customer type, Attachment, Currency, Balance, and Notes.
From the left menu, select Sales, then Customers.
Select the Export icon next to the Print icon.
Choose Export to Excel.
Export customer data from the Reports page
If you export from the Reports page, you can customize the customer information you want to export to Excel. This is more advantageous if you’re looking for something more specific or want the capability to customize information.
From the left menu, select Reports.
Go to Sales and Customers section.
Select Customer Contact List.
Note: You can modify this report by selecting the three vertical dots (⋮) icon, then Customize.
Select the Export icon next to the Print icon, then choose Export to Excel.
If you have any questions, please write to us at firstname.lastname@example.org, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.