a screenshot of the CRM data import setup page in Nutshell
The import will create and migrate every possible piece of data associated with your records—including attached files, tags, and more—so there’s no need to set up Nutshell before your import.
The best part? The import can be completed in as little as philippines telegram one weekend, so your team can get up and running faster!
Frequently asked questions about importing with Import2
How much data should I import?
During your Nutshell trial, Import2 will import 100 random companies with samples of each related data type, such as people, emails, companies, attached files, and more. This sample size is to ensure you can try out multiple features in Nutshell, like sales automation, pipeline management, analytics, and email automation. When you’re ready to purchase Nutshell, we’ll import the rest of your data.
What record types can I import?
Your import status page will show a full list of the record types your migration supports. These include tags, lead status, pipeline stages, custom fields, and more!
Import2 saves your data on temporary servers and won’t save your data permanently. In addition, our privacy policy covers everything you upload to Nutshell. Your data is always yours, and we will never use it for anything.
What should I do if I have trouble?
You can reach out to Nutshell’s support team for free help via live chat or email right from the time you start a free trial. Support is always free for every customer!
Get started with Nutshell
The best CRM is the one that meets your team’s specific sales and marketing needs, streamlines daily tasks and is easy for your team to adopt and use. Importing your team’s actual data is a great way to try out a new platform for yourself to see if it lives up to your needs.
With core CRM features like pipeline management, sales automation, email automation and reporting, plus advanced features like email marketing and AI-powered data summaries, Nutshell empowers teams to accomplish more. As an all-in-one CRM and email marketing platform, Nutshell enables your company to generate more high-quality leads so you can drive revenue.
What happens to my data after import?
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