Nimble CSV Import Just Keeps Getting Better!
Posted by Cathy Boudreau on Tue, Jan 24, 2012
Before the end of 2011, Nimble added CSV import features that supported tags and custom fields in addition to importing information to default fields in “Contact Info” and “Other” tabs. This was progress!
Now more flexibility is available for importing information into:
- a Person record only
- a Company record only, or
- both the Person and Company record
You can specify where contact information is imported simply by appending suffixes to certain headers.
Put contact information where it belongs. For example, import a contact tag specific to the Company. Import the Company main address, phone and fax in both the Company and Person record for reference, while keeping a direct work phone and mobile number in the person record.
For detailed information on Nimble CSV Import see http://support.nimble.com/customer/portal/articles/262092-nimble-csv-template. You can download the new Nimble Default Template.csv on this support page as well.
Questions on Nimble or creating and using custom fields? Post them here!
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