One of the first steps to a successful start in Nimble is uploading your company contacts from an existing CRM, spreadsheets, social and email accounts, or other sources. Once you add your contacts to Nimble, you'll be able to take advantage of all the Sales & Marketing features Nimble has to offer.
Contacts can be imported to Nimble in bulk from within Settings >> Import Contacts.
How do I migrate my data to Nimble?
We've built the CSV Import Wizard for Nimble as an in-app utility, allowing you to load any CSV file into Nimble and then match the fields for import to Nimble. Upload the file into Nimble, match the fields, and let our Wizard do the rest!
To learn more about migrating your data to Nimble from your current CRM or existing spreadsheets, take a look at the following: How do I migrate my data from another service?
How do I import my email contacts?
Seamlessly import your contacts to Nimble from your Google and Microsoft 365 accounts to Nimble. During the process of connecting your email accounts in Settings >> Email Settings, you will have the option to "Import contacts".
Using an alternative email provider? No worries! You can still import your email contacts by exporting them to a CSV file and uploading them to Nimble using the Import Wizard.
How does the Nimble Prospector App work?
Our Nimble Prospector App enables you to take Nimble with you anywhere you work on the web to gather insights on potential leads and add them to your Nimble database.
You can download the Nimble Prospector App to your Chrome, Safari, Firefox, and Edge browser or use it in your Gmail or Office 365 Inbox.
Download the apps here: https://www.nimble.com/widget/
Learn more about the app here: Nimble Prospector App For Google Chrome (also available for other browsers)
How do I import my mobile contacts?
Once installed, visit Settings >> Phonebook and select "Sync now".
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.