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 Import Contacts
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.