Exporting your contacts from Capsule CRM via CSV and importing them to Nimble is very simple. Just take the steps below:
Step 1: Navigate to People & Organizations
Step 2: Choose an existing list or create a new list using your own filters
Step 3: Select the [Export] button on the upper right-hand side of the list
Step 4: On the lightbox that appears, select your column template and file type:
CSV- CSV files are useful if you’re looking to use the file to do a mail merge or if you’re importing it into another tool.
Excel - Excel files are better suited if you’re only looking to view, edit or share the file with other people.
vCard - vCard file can be helpful if you’re looking to import the contacts into the Mac Contacts app.
Step 5: Finally, select Export
Import to Nimble
Click your avatar in the top right hand corner
Choose Networks & Imports
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 email@example.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.