So, Batchbook is closing its doors. Transitioning to a different CRM can be a headache, and our friendly team is here to help!
Step 1: Export your data from Batchbook prior to their January 15th, 2019 cutoff date
Batchbook has let their customers know that they will have until their January cutoff date to export their data before it is deleted forever from their database. You can follow the steps outlined in Batchbook's help center for instructions on how to export your data to a .csv file. Click here for instructions.
Step 2: Import your data into Nutshell
Once your .csv file is in-hand, you will have two easy options for migrating your Batchbook data into Nutshell.
First, our team of experts is ready to help you migrate your data quickly and easily, at no extra cost. Fill out our easy white-glove import service request and we'll take care of importing your data on your behalf.
If you prefer to go the route of self-service, you can watch this quick training video for instructions on how to import your data on your own.
Step 3: Register for free training to hit the ground running using Nutshell
Looking for some training for your team? We're here to make sure that new Nutshellers are equipped to make the most of their accounts. You want to jump right in and start closing, and we want to help.
Check out our relaxed weekly webinar that includes both an informative slide deck and a live web demo of the product for new non-admin users. Click here to register.
Looking for more help? Send a quick email to firstname.lastname@example.org. We are here to help, and would love to hear from you!