See how to best format your spreadsheet when importing contacts into Nutshell.
How should my file be set up?
The file that you're importing into Nutshell must have each piece of information in its own column.
Click here for a list of every field that can be imported into Nutshell.
Download this example template to visualize how your spreadsheet should be formatted.
Some other tips...
When importing multiples (for example, email addresses or tags), each one must be in its own column.
Dates should be in YYYY-MM-DD format.
When importing an address, make sure to include the country if it's not the same as the default country you designated in your general settings.
When importing international phone numbers, be sure to include the country code.
Competitors and territories must be created in Nutshell within the Settings > Organization tab before importing them.
Industries, products, and outcomes can be created with an import when you associate them with new companies or leads.
The characters in your file must be in UTF-8 format. If they aren't, you might see an error page immediately after you try to upload your file.
The file must be under 32MB. If it's larger, we recommend splitting it up into smaller files before importing. Each smaller file must include the header row so that every column is labeled.
Imported products will be given a value in your account's default market.
How do I add phone extensions?
555-555-5555 Ext. 34
555-555-5555 Ext.34
555-555-5555 Ext 34
555-555-5555 x 34
555-555-5555x34
555-555-5555 xt 34
555-555-5555 Extension 34
A note about custom fields
Text, long text, number, decision, date, and currency custom fields can accept imported data. You can create custom fields on the fly during an import — use the "Match to" dropdown for an unmatched column and choose to create a new custom field, then click "Edit new custom field" to set its name, entity, type, and description A few specifics to be aware of:
Number fields accept any value the CSV provides, including non-numeric ones — the validation that prevents non-numeric entries in the web UI doesn't apply to imports. Double-check your column data before importing, or clean it first.
Decision fields: If you map to an existing decision field, Nutshell automatically adds any new values from your CSV that aren't already options. And if you create a new decision custom field during the import, Nutshell scans the column and builds the dropdown choices from the unique values it finds. If the decision field is multiple choice, include each option in its own column so more than one selection can be added to each company, person, or lead.
Currency custom fields must include a currency symbol, but commas are not required.
What next?
Follow our step-by-step importing guide to add the data from your file to Nutshell! Feeling lost? Get in touch with our team to get your questions answered.