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

  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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