Data | Nutshell Help Center

Combined vs separate Nutshell accountsLearn how to decide between using a combined or separate Nutshell account based on your business needs

Import

Effortlessly import your contact data into Nutshell

Import: How to import data using a CSV fileFind out how to download our sample CSV to easily format and import your contact data into Nutshell's CRM for seamless transition.
Import: How to import past sales for reportingLearn how to import your past sales to Nutshell for powerful reporting and comparisons with our easy step-by-step guide.
Import: How to import your contacts to NutshellLearn how to seamlessly import contacts into Nutshell from a CSV file with our step-by-step guides and helpful tips.
Import: How to migrate from SalesforceLearn how to seamlessly migrate your data from Salesforce to Nutshell with our step-by-step guide for a smooth transition.
Import: Best practices for importing dataDiscover best practices for importing data into Nutshell, including file setup, tips, and handling custom fields efficiently.
Import: Migrating CRM data to NutshellLearn how to move your data from one CRM to Nutshell.
Import: Migrate HubSpot CRM data to NutshellFind out how to effortlessly migrate your HubSpot CRM data to Nutshell with our step-by-step guide.
Import: Add companies, people, and leads from CSVFind out how to easily import companies, people, and leads from a CSV into Nutshell.
Import: How to import parent-child companiesLearn how to import parent-child companies into Nutshell efficiently, ensuring correct hierarchy and data organization.
Import: How to revert a past Nutshell importsLearn how to revert past imports in Nutshell easily. Access import history and undo changes for effective data management.
Import: Supported import sources in NutshellFind out how sources you can import into Nutshell, including Office 365, Google, Outlook, and other CRMs with ease.
Import: Nutshell's white glove support servicesLearn about Nutshell's white glove support for seamless data import, email migration, and form setup to enhance your CRM experience.
Import: Data you can import into NutshellFind out what fields you can import to your Companies, People, and Leads pages via a CSV file into Nutshell.
Import: How to view see past Nutshell ImportsLearn how to access, view, and manage past imports in Nutshell with detailed steps and FAQs for seamless data management.
Import: How to import your products to NutshellImport or update all of your products and services at once with Nutshell's product importer.

Export

Learn how to export data from Nutshell to other applications

PeopleIQ

Add more contact data to your CRM for people at companies you already deal with

PeopleIQ: Enrich and enhance your contact dataDiscover key individuals working for the companies you already have in Nutshell to start enhancing opportunities.

SQL access

Gain SQL access to store and evaluate essential sales and marketing data

SQL Access: How to access data through SQLLearn how Nutshell Enterprise customers can access all their data via standard SQL.

Trash

Learn how to delete and recover contacts, users, and more

Data: How to recover accidentally deleted itemsLearn how to recover accidentally deleted items in Nutshell using the trash can feature. Restore important data effortlessly.