If you're transitioning to a CRM for the first time from your spreadsheets, email, and calendar, it can be helpful to understand how to format your contact data.
Download the attached sample CSV, which can be used as a template to format your contact information for quick and easy importing directly into Nutshell.
If your spreadsheet is an Excel file, Google Sheet, or something else, it is easy to simply Save as or download your file as the CSV file type. However, the actual layout of the spreadsheet is important too!
Once you've set up your CSV file, click here for a step-by-step guide to importing into Nutshell.