You can easily export your data from Freshsales by taking the following steps:

Step 1: Click the Reports icon on your left panel.

Step 2: Choose the category of reports (Leads, Contacts, Accounts or Deals) you like to use. A list of reports under that category is displayed.

Step 3: Click the report that you like to export.

Step 4: If you want to export the data generated by the report right away, click Export as CSV.

Step 5: After you've saved the report, click Export as CSV.

Step 6: An email with a link to download the CSV file would be sent once the export is complete. Alternatively, you can click the download link from a flash notification that appears in your Freshsales account once the export is done.

Import to Nimble

  1. Click your avatar in the top right hand corner

  2. Choose Networks & Imports

  3. From here, use the Import Wizard to upload your file.

For more information about this feature, please take a look at the following:

Nimble Import Wizard

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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