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 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.