Need help importing your data?
Andy Fowler avatar
Written by Andy Fowler
Updated over a week ago

Are you struggling with how to import your data? Use Nutshell's complimentary white-glove import service to accelerate your Nutshell setup.

If you want to give it a go yourself, please feel free to contact our team for training!

What is a white-glove import?

We want to make switching to Nutshell as easy as possible, and we know that bringing over your old data from years of using spreadsheets or another CRM can be the biggest hurdle. Fill out our easy white-glove import service request and we'll take care of importing your data for you! Please note that in order to use this service you will need to be an administrator for your organization.

What does our team do to help import your data?

Our team will review your data and use our years of expertise to migrate your important customer information into Nutshell. We take each column of data from your spreadsheet and match it to an appropriate field in Nutshell. If the fields don't exist, we'll create them for you in your new Nutshell account to be sure that your data stays organized and accessible.

If we find we have any questions about your file, we’ll be sure to reach out to you to make sure we get your data into Nutshell with the most accuracy. We also take care to avoid duplicates in your account and determine any other methods we can apply when importing your data to future-proof your ongoing customer experience and lead tracking in Nutshell.

What does our team need from you?

You will need to upload a CSV or Excel file. Each different type of data (contact name, company name, phone number, email address, etc) will need to be in its own column in your spreadsheet. You can check out our Importing: Best practices article for advice on how to set up your file in advance. Standard exports from existing CRMs or other customer tracking tools will already be formatted correctly!

You can also download this example template to visualize how your spreadsheet should be formatted.

How long does it take?

You can expect to see your data in Nutshell within 24-48 business hours!

Did this answer your question?