Data | Nutshell Help Center

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Data

Data

Get your lead and customer contact data into Nutshell with ease

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 contacts, companies, and people seamlessly.

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.

Learn how to export data from Nutshell to other applications

Export: Nutshell contacts to Google contactsLearn to export contacts from Nutshell to Google contacts using Zapier for seamless integration and automation.

Import: Nutshell contacts to Google contactsDiscover how to import your Nutshell contacts to Google Contacts easily using CSV export and manual importing for seamless integration.

Export: How to export data from NutshellLearn how to export your data from Nutshell easily using export tools, reports, or API. Your data, your way.

Export: How to print from NutshellLearn how to print reports and lists from Nutshell by exporting data or using your browser's print function for a hard copy.

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.

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.

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.