Import Contacts From a CSV Spreadsheet
13 steps
Nutshell
1
Getting your contact data into Nutshell is easy. In this guide, you'll see how to import data from a CSV file. You can also request a white-glove import and we’ll import your data for you!
2
Click on "+Add new."
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Then, select "Import."
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On the "Import your data" page, select "Spreadsheet."
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Select which CSV file you want to import by clicking "Choose File." Note that before you import a file, you should configure your Nutshell account and spreadsheet so the fields match exactly.
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Click "Next"
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Review the fields that Nutshell has matched from your CSV to your Nutshell account for accuracy.
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Click "Preview"
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Preview your import settings and choose whether to match certain fields, update them, and create new companies and people in Nutshell from your CSV data.
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Click "Begin Import"
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Click "watch the status of your import"
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From this page, you can check the status of your import.
13
You can also view your past imports by clicking "Import" under "Data" on your company settings page. Scroll to the bottom of the import page to see a list of your imports.
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