Allow for importing of Deals into Nimble from other CRMs
Allow users to import information into the Deals tab.
Often, users will come from different CRMs and they want to bring their current opportunities and deals into Nimble for tracking.
I have just discovered this after exploring and loving many of the Nimble features especially related to social media and the prospecting extension. This is likely a dealbreaker as this takes a lot of time and it seems from the comments not only can you not import but you cant export custom deal data? I can do this on free plans on other platforms.
Marie Hale commented
this is critical for me being able to migrate my clients to your product successfully
philippe meloni commented
This a major need, this is difficult to make the move to you without it.
In my case this is nutshell
Got excited with Nimble until I realized that you can't not only export my "own" proprietary data including deals/notes/history etc, but you also can't import these in case you are migrating from a competitor CRM, my confidence with Nimble started to fade already in less than two days of considering it for our needs...
We agree - please add this!
Cort Buchholz commented
Guys, it's been two years since your customers started asking for this. You still aren't providing it? I'm not going to be subscribing simply because the lack of this feature. If you want new users, you have to support the importing of their existing data in a complete and organized fashion. #notimpressed
I cannot import my sold deals???
Not even the basic account card data?
Why not just have people export their sold customer databases from their crm to csv and advise re any header changes to make it compatable for upload. This may be a deal breaker for us - we were signing on this weekend until I heard this. Not good.
Importing sold clients needs to be a PRIORITY for any decent CRM - three years people are asking for this and still not done?
That makes me lose confidence in you. At 1800 a year I need more in service from my crm.
I would think it would have been your first priority.
Lon Harner commented
This would be very helpful. After over 3 years being on the wish list, it is hard to see how this could not be done.
Agreed. Not being able to import deals will stop me from using Nimble.
Just started trial and this will be a deal maker/breaker for me. Currently a paying customer of a competitor. Part of reason for us to use Nimble is to integrate systems. This makes it painful.
ugh. I agree with the other comments
Not having this is crazy and actually keeps me locked to Salesforce
Tristan Fischer commented
I liked the idea of Nimble but no ability to import exiting leads is a deal breaker. You need to fix this!
Please add this feature soon!
How is this not a thing?