When importing your data into Nimble via your own CSV file, you must configure your file to our Nimble template before importing.
(p.s. If you're a PC user, we have an easy Excel plugin that helps you bypass this manual configuration, as will be described in this article. Check it out)
With this csv template you can import:
1) Default fields in "Contact Info." and "Other" tabs in Nimble
3) Custom Fields
Spreadsheet programs like Microsoft Excel make it easy to create and edit CSV files.
Your CSV file should be formatted as a table and must include a header, or first line, that defines the fields in your table. Nimble accepts many common header fields (first name, last name, email address, etc.). A template CSV file is attached below.
Currently Nimble does not support a complete 'Full Name' header field, you must separate first and last names into different columns. Click here for more information.
Here's an example of a sample file that can be created using Microsoft Excel (the first row is the header and following rows are the contact info):
By saving this table as a .csv file, and importing it in to Nimble, two records – Natalie Portman and Jude Law – are added to your Contacts list.
The following headers are accepted in Nimble (case insensitive):
- First Name
- Last Name
- Tag 1
- Work Phone 1
- Other than "Work", you can input "Home", "Mobile", "Main", "Home fax", "Work fax", "Other"
For the Address headers below, please use the "short" en dash (–) , not the "long" em dash (—)
- Work Address 1 - Street
- Other than "Work", you can input "Home", "Other"
- Work Address 1 - City
- Work Address 1 - State
- Work Address 1 - Zip
- Work Address 1 - Country
- Work Email 1
- Other than "Work", you can input "Other", "Personal"
- Work URL 1
- Other than "Work", you can input "Personal", "Blog", "Other"
- Skype id 1
- The value accepted in this field is the skype ID of the contact
- Lead source
- Account number
- Asst. Phone
- Lead Type
If you don't specify a type for a field: "Work", "Home", Mobile", "Personal"...etc, Nimble will default to "Other"
For importing custom fields, simply use the same field names you have in Nimble for your headers in the CSV. All headers in Nimble are case insensitive. If a header name is in lowercase, it will still import.
Example: To import data into the Nimble custom fields: "Create Date" , "Salesperson", "Customer Type", "Last Activity" (Not sure how to create custom fields? Check out this FAQ)
The CSV should have headers that look like this:
Importing data into the Person record vs. Company record (APPLICABLE ONLY IF YOU ARE IMPORTING PEOPLE AND COMPANY DATA IN ONE CSV FILE)
Aside from fields that are native to the Person record like "First Name" , "Last Name", and "Title", you can specify if each custom field/Nimble field should be imported into the:
1. Person record
2. Company record
3. both the Person and Company record
To specify a field to go into a Person record only - leave the headers as they are.
EXAMPLES: Tag 1 , Website 1, Email 1, Home Address 1 - Street , Lead Type
To specify a field to go into a Company record only - append "__CO" after the headers. (NOTE: Use two underscores "_", not one)
EXAMPLES: Tag 1__CO , Website 1__CO, Home Address 1 - Street__CO, Lead Type__CO
To specify a field to go into both Person AND Company records - append "__ALL" after the headers. (NOTE: Use two underscores "_", not one)
EXAMPLES: Tag 1__ALL, Website 1__ALL, Home Address 1 - Street__ALL, Lead Type __ALL
For addresses, be sure to stay consistent and append "__CO" or "__ALL" to all the headers: Street, City, State, Country, and Zip for one address.
Home Address 1 - Street__CO
Home Address 1 - City__CO
Home Address 1 - State__CO
Home Address 1 - Country__CO
Home Address 1 - Zip__CO
If you are NOT importing company and people data in one csv file (ie. You import one CSV file just on People, and another CSV file on Companies) , please do not use suffixes "__CO" and "__ALL".
Use the appropriate headers and omit suffixes.
Examples: Tag 1, Work Phone 1, URL 1, Home Address 1 - Street ...etc.
If you wish to import People and Company email addresses in the same spreadsheet, create two email columns and call them “Work Email 1”, for the personal emails and “Work Email 2__CO” for the company emails.
1. Nimble does not support Address Line 1, Address Line 2, Address Line 3...etc. header fields. You will need to concatenate these different columns into one and use the header how to concatenate, click here.
To add a Carriage Return and get each line of the address on a separate line us the & and the CHAR(10) symbols as shown below;
2. Fields that have numbers, you can have as many of those fields as you want, you simply need to increment the number next to them. For example, if you want to have 3 phone numbers for a contact record (one Work, one Personal, one Mobile), you would have the following 3 fields in your CSV file:
3. Tags have a character limit of 25
4. You cannot have special characters in tags
ex: "Don't Market" (Nimble will not accept the apostrophe)
ex: I&D Customer (Nimble will not accept the "&")
5. Nimble will accept csv files formatted with UTF-8 and text separated by commas (it will not work for tabs)
6. When importing people data, please be sure that the "First" name and "Last" name columns are filled. If you have "First" name but not "Last" name, the data will not import.
7. When entering your addresses, please have columns for all header names EVEN if some of the columns are empty (ie. you only have city and state for your contacts):
Include all these fields in your csv file
Home Address 1 - Street
Home Address 1 - City
Home Address 1 - State
Home Address 1 - Country
Home Address 1 - Zip
Once you've entered all of your contacts into a table, save the document and select CSV (Comma delimited) (*.csv) as the type of file you'd like to save. If prompted to verify your selection, click Yes or OK.
For more information about CSV files, open Help in Excel.
Once you've saved the file, you're ready to import your CSV file to Nimble.
** If you are having trouble downloading the attached CSV file in this FAQ - here's a workaround:
1. Right click on the attachment
2. Select "Save Link As"
3. Add the extension ".csv" and save
4. Find the file on your desktop and open it