Nimble offers a variety of ways to upload your Office 365 contacts and their associated contact details to your account. Whether you have an Office 365 subscription or want to upload from an Outlook CSV file, this support article's got you covered.
Office365 REST Importer
Nimble enables Office 365 subscribers to import contacts from their account via the REST API. It's important to reminder that all contacts in your Outlook account from the "Your contacts" list will be added to Nimble.
If you would rather control which contacts are added to Nimble, you may consider using the Outlook CSV importer instead. Instructions on how to use this importer can be found in the next section below.
In Settings >> Networks & Imports, locate the Office 365 REST connector and click "Connect".
A pop-up window will display giving you the option to sign into an existing Office 365 account. Choose which account you would like to sign into or click "Use another account."
After signing in, your Office 365 account will be synced to Nimble.
That's it! The account should now be connected and you'll be able to send Group Messages and import your Office 365 connections.
Outlook CSV Importer
You may consider using the Outlook CSV importer if you have a controlled list of contacts that you would like to upload to Nimble. Controlling which contacts import to Nimble will ensure that you start your Nimble experience with a clean database of contacts.
If you haven't exported your Outlook contacts to a CSV file yet, you may use this article to do so: Export Contacts From Outlook
Once your contacts have exported, you may consider looking it over to remove any unwanted contacts from the file prior to import.
To start the import process, visit Settings >> Networks & Imports and locate the "Outlook CSV" importer at the bottom of the page.
Click "Start Wizard" then upload or drag your CSV file onto the Import Wizard.
Select "Next", and utilize the CSV Import Wizard to map the headers from your CSV file to fields that exist in Nimble.
On the third page of the import process, you are provided with overwrite options. If you are running this import periodically then it is important to be mindful of your merging options to avoid duplicates.
Tip Alert: Nimble merges duplicates based on email address. If some of the contacts in your file do not have an email address, then you may choose to merge on name when email address is not present.
After selecting your overwrite options, be sure to apply a tag to your import, so you can easily locate your contacts later.
Then click "Finish" to import your contacts.
The more you know... FAQs
- Can I sync contacts from Nimble back to Office 365/create a two-way contact sync? - Yes, a one-way sync from Nimble to Office 365 or a two-way sync can be created through out PieSync integration. Check out this article for more details: Getting Start With PieSync and Nimble
- What else can I do with Office 365 and Nimble? - We offer a full integration with Office 365 enabling you to create a bidirectional sync for your emails and calendars and import your contacts as demonstrated above. Take our Nimble Smart Contacts App with you in Office 365 to learn more about your leads and contacts.
These helpful support articles will guide you through using Nimble as an Office 365 subscriber:
Got any questions?...