Use this handy list to see what fields you can import to your Companies, People, and Leads pages via a CSV file!
Companies
Company name
Email
Phone (Remember to add the phone codes for numbers that differ from your default phone code)
Address: Main - Full Address, Address 1, Address 2, Address 3, City, State, Zip, Country Code
Address: Other - Full Address, Address 1, Address 2, Address 3, City, State, Zip, Country Code
URL
Industry
Company type
Note
Note Date
Legacy ID: a unique ID that you're transferring from another CRM such as Salesforce's accountID
Owner (names must match the names of users in your Nutshell account)
Tag
Territory (must be predefined before import under Company Settings > Territories)
Custom fields (must be predefined before import under Company Settings > Custom Fields)
People
Name - Full Name, First Name, Last Name
Email
Phone - Mobile, Work, Home, Office, Fax
Address: Main - Full Address, Address 1, Address 2, Address 3, City, State, Zip, Country Code
Address: Main - Full Address, Address 1, Address 2, Address 3, City, State, Zip, Country Code
URL
Twitter
Note
Note Date
Legacy ID: a unique ID that you're transferring from another CRM such as Salesforce's contact ID
Owner (names must match the names of users in your Nutshell account)
Job Title (People must be associated with a Company to import job title)
Description
Audience
Tag
Territory (must be predefined before import under Company Settings > Territories)
Custom fields (must be predefined before import under Company Settings > Custom Fields)
You will be prompted to create new Leads for each Company, each Person, or to not create any leads. If you choose to create new Leads you can map the following:
Leads
Leads in Nutshell are your business deals or opportunities with companies and people. As such, you must first create a company and person to associate your lead with before you can import and create leads in Nutshell.
Assignee (names in your file must match the names of users in your Nutshell account)
Name
Source
Confidence
Open Time
Closed Time
Note
Note Date
Tag
Territory (must be predefined before import under Company Settings > Territories)
Custom fields (must be predefined before import under Company Settings > Custom Fields)
Product Name
Lead Value
Status (must be either Won, Lost, Cancelled, Pending, or Open (blank defaults to Open))
Stage (must be predefined before import under Company Settings>Pipelines and we recommend that you do not use the same stage name in more than one pipeline)
Priority (must be either Hot, true, yes, 1, or blank)
Products
Updates made to your organization's products will reflect the markets and product availability you've already established. Therefore, it's important to configure these settings before importing products via the product importer.
Product name
Product type (Good or Service)
SKU
Value in the U.S. dollar (USD)
Value in the British pound sterling (GBP)
Value in the Brazilian real (BRL)
Example CSV
Download this example template to visualize how your spreadsheet should be formatted.
Best Practices
For date fields, use the format MM-DD-YYYY or MM/DD/YYYY
Create any Custom Fields, Territories, and Tags in Nutshell before importing your data to Nutshell.
Currency Custom Fields require a currency symbol in your file. Commas are not required.
If you map data to a lead field, you must create leads during the import.
If a product value is added during a lead import but not a product name, the resulting lead will be created with a product named "Imported product."
FAQ
Can I bulk upload and create products, territories, or otherwise in Nutshell?
Nutshell does not support bulk creating certain fields via an import. You must create any custom fields, tags, territories, industries, and company types, in Nutshell, manually, before importing your data.
Products can be imported with leads, but you cannot import a product list separately without creating new leads.
Can I import past activities to Nutshell
Activities can only be created and logged manually. You can import past activities as notes, however, to see them in your company, people, and lead timelines.