Skip to main content
CRM records: Import companies, people, and leads

Learn how to import companies, people, and leads into Nutshell with ease from a CSV spreadsheet.

T
Written by The Nutshell Team
Updated today

To close more deals quickly, it's essential to import your existing contact list into Nutshell. You can do this using a CSV file, which can be easily created from Excel, Google Sheets, or another CRM platform. The import process involves preparing your data, mapping fields, and previewing results. It also allows for updating existing records or reverting changes if necessary, ensuring efficient lead and contact management.

Click here to learn more about importing your contact records into Nutshell.

Did this answer your question?