Migrating from Nutshell to Nimble
1. In Nutshell, go to Contacts >> All Contacts and select "Export"
2. This will trigger your browser to download a CSV export of your contacts.
3. Edit the headers of your CSV export file to meet the criteria of our Default CSV Template.
4. In Nimble, go to Settings >> Networks & Imports and select "Generic CSV" to upload your fixed file.
Note: We are currently unable to import deal related information into Nimble. We hope to add this feature in the near future. If you would like us to have this as a feature in Nimble, please vote for it here: Feature Request: Import Deals to Nimble
If you need any assistance editing your Nutshell export, please email us at care@nimble.com with your CSV file attached.