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

  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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