Learn how to easily import contacts from Office 365, Google, Outlook, or another CRM into your Nutshell account in a matter of clicks.
You can also import directly from a spreadsheet. Check out this article to see how.
To import into Nutshell, you will need to be an administrator. Not sure? Click here.
Importing contacts from Office 365
Nutshell connects to your Office 365 account to directly import your contacts: no need to manually keep track of adding contacts to your CRM!
1. Click the plus sign in the upper left and choose Import, or go to Company settings > Import and choose Office 365.
2. If you've already connected your Office 365 for the email or calendar sync, you'll click Next to allow a contact import. If you haven't connected yet and don't see your email address on the screen, don't panic! You will also go ahead and click Next to authenticate with Nutshell and allow a contact import.
3. Select the folder you want to import to Nutshell and click Begin Import.
After a couple of minutes, your import will complete!
Some things to know
The import will automatically de-duplicate based on email address if a contact was created in Nutshell, or the Office 365 ID if it originally came from Office 365
Fields that Nutshell imports from the default Contacts folder are: name, description, phone numbers, email addresses, and physical addresses
Due to the way that Office 365 allows Nutshell to access information, if a contact is in any folder other than your default Contacts folder, Nutshell can only import the name and primary email address.
Importing contacts from Google
Learn how to import your Google Contacts directly into Nutshell. Save time and the hassle of working with a CSV file.
Notes on contacts in Google will be imported as Notes in Nutshell.
Follow these easy steps to prepare the import:
1. Click the plus sign in the upper left and choose Import, or go to Company settings > Import, and select G Suite.
2. Follow the prompts to connect your G Suite account (if it isn't already), and click Next.
3. Choose the group that you want to import into Nutshell, then click Begin Import.
After a few minutes, your import will finish up and your contacts will be in Nutshell!
Why can't I keep a two-way sync with Google Contacts?
While we continue to explore a syncing feature with Google Contacts, there are a lot of roadblocks that currently prevent this. Companies with hundreds of thousands of contacts can't effectively manage them in Google Contacts. Nutshell's clever de-duplication would cause your contacts to be merged with your colleagues', and permissions can't be managed in Google Contacts.
It's not an impossible feat, and we'll let you know as we make progress on this. In the meantime, our beautiful Android and iPhone applications provide a great solution for accessing your entire collection of contacts and accounts from the road -- with rapid find-as-you-type support for hundreds of thousands of contacts.
Importing your data from another CRM
If you are migrating to Nutshell from another CRM, moving your data is easy. We've partnered with Import2 to make the migration process as simple as possible.
Click the plus sign in the upper left and choose Import, or go to Company settings > Import, and choose Another CRM
Nutshell supports automatic imports from the below CRMs:
Act!
ActiveCampaign
AgileCRM
Attio
Capsule CRM
Close
Copper
Firmao
FowCRM
Highlevel
Highrise
HubSpot
Insightly
Keap
Less Annoying CRM
Microsoft Dynamics 365
Nimble
OnepageCRM
Pipedrive
Pipeline
Redtail CRM
Salesforce
Streak
Sugar CRM
Suite CRM
Wealthbox
Zendesk Sell
Zoho CRM
If you'd like to find out more about the migration process, you can check out this article for a step-by-step guide.
Importing contacts from Outlook
Office 365 users can use our direct-to-Nutshell import tool.
Exporting from Outlook
In your Outlook 2010 account:
Go to the File tab
Select Options
Click Advanced
Under Export, choose Export
In the Import and Export Wizard, choose Export to a file, and then click Next
Under Create a file of type, select Comma Separated Values (CSV), and then click Next.
Under Select folder to export from, select the contact folder that you want to export, and then click Next.
Select the location where you'd like to save the file locally and then click OK
In the Export to a File dialog box, click Next.
Click Finish.
Import your locally saved CSV file into Nutshell
Once you've saved the file locally, you can import it using our Spreadsheet option under Company settings > Import in Nutshell.