We understand that moving your data from one CRM to another can seem daunting. That’s why we’ve partnered with Import2 to make it as simple as possible for you to migrate your data to Nutshell. Follow this step-by-step guide to get started quickly and easily. Note: This action is only available to admins.
Getting started with migrating your data
You will see a list of import options to choose from, click the Another CRM option
Find and select your current 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
Start sample migration
The process will start with a small sample migration, importing just a portion of your data. This step ensures that everything is correctly mapped and allows for rectifying any issues before proceeding with the full migration.
To get started with the sample import, click the 'Start import via Import2' button, you'll then be directed to the 'Migrations' page in Import2.
Add the login credentials to connect your existing CRM database to Nutshell and click the 'Connect' button.
Once connected, click the 'Start Sample Migration' button.
Once clicked, your sample import will begin. You can see your sample's status, track its progress, and identify any errors on the import page in Nutshell and in Import2.
Request approval for full migration
Once your sample is complete and you've confirmed that the data was mapped correctly, you are now ready to start the full migration.
Click the 'Request approval for full migration' button. This request will be sent to our support team.
Once approved by our support team, click the 'Go to Import2' button and follow the prompts to initiate the full migration.
You'll be able to monitor progress on the 'Import your data' page in Nutshell and on the 'Results' page in Import2. Once the full migration is completed, the status will be updated and the confirmation message below will be displayed.
Tips for setting up your Import2 configurationImport2 gives you a lot of control over how your data moves into Nutshell. Here are some helpful things to know as you set up your import:
Choose the right objects to bring in
You can decide exactly what types of objects you want to import — companies, contacts, notes, and more.
Use filters to bring in just the data you want
You can add filters to include only the data you want to import.
Check and adjust field mappings
Import2 automatically maps fields from your old CRM to Nutshell, but it’s always good to review these mappings. You can adjust them to make sure all your important data lands in the right place, including adding any custom fields unique to your business.
Bring over pipelines, stages, and custom fields
Import2 can replicate your existing pipelines and stages, along with custom fields. This keeps your workflows familiar and reduces the work you’d need to do after the migration.
If you have any questions about your import, reach out to Nutshell’s support team who will be happy to assist! Alternatively, you can contact Import2 directly via email: help@import2.com or live chat.