Quick spreadsheet upload3/18/2023 Leads created via CSV import will be Open by default. Create leads for updated companies and people: If you've already imported your contacts, but forgot to create leads, use this feature to create leads for updated companies and people.Don’t create any leads: If you don't see this option, it means you've selected a lead data field on the Match stage.Person: If you're primarily selling to individuals.Company: If you're primarily selling to companies.Name: Nutshell will merge duplicates based on the company name.Nutshell will not merge potential duplicates if only the name or the email address matches this option will require both the name and email address to be an exact match to be merged into one record) Both: Nutshell merges duplicates based on both (Select both if all of your contacts have a name and an email address.Name: Nutshell merges duplicates based on name (This is a good option if none of your contacts have the same name).Email: Nutshell merges duplicates based on email (Recommended).Update: matches the data to existing companies/people based on legacy ID, name, or email.Skip: does not update existing companies/people.Once you've selected the "Choose file" button, selected your CSV file, and clicked "Next," you'll be taken to the matching screen.Īfter clicking Preview, you have the following options. Go to Company settings > Import in your Nutshell account to get started with the import process. If you plan to assign your companies, people, and leads to team members, you'll need to ensure that their usernames in Nutshell match the names in your file exactly.įor some best practices on preparing Nutshell to match with the data in your file, check out this article. How to importīefore getting started with an import, you'll want to create any custom fields, tags, and company types that are part of the import. Watch a video tutorial about importing into Nutshell. You can easily create new companies, people, and leads by following these instructions instead. If you aren't an administrator, you won't be able to import a spreadsheet. Download this example spreadsheet import template to plan how your own file should be formatted. By importing your spreadsheet, you can quickly add ( or update) hundreds, or even thousands, of new companies, people, and leads all at once. To save an Excel sheet as a CSV, simply choose the Comma Separated Values file type from the Save as. window in Excel.Īdministrators can upload a CSV file (easily attainable from Excel, Google Sheets, or another CRM), then map the columns to Nutshell. Our import tool makes it easy and efficient for administrators to import a spreadsheet (saved as a CSV file) directly into Nutshell. Your selected file will now appear in your attachment cell.įor more on working with attachments, including how to add, remove, and view attachments, read through our series of articles on Attachment Columns and Cells.One of the first steps toward closing more sales faster is getting your existing contact list into Nutshell. Select your desired file or files, chose to Upload the file or files, wait until the file has Completed uploading, and then close the import window. From here, you will open your linked Google Drive account, where you can browse, search, and select files to upload. To link your account, choose to add an attachment by clicking on the A dd attachment button in an attachment cell and select Google Drive from the Add attachment dialog. How to Upload Attachments from Google DriveĪfter you have set a cell, range of cells, or column to the Attachment data type and linked your Google Drive account, you can then browse your Google Drive account and chose files to upload. Linking Google Drive may open another window in your browser. To link your account, choose to add an attachment by clicking on the A dd attachment button in an attachment cell.įrom the add attachment window, select Google Drive from the list of services, and follow the instructions to sign into and link your Google Drive account. Linking your Google Drive account allows you to navigate your Google Drive files and chose ones to upload. How to Link Your Google Drive accountĪfter you have set a cell, range of cells, or column to the Attachment data type, you can then link your Google Drive account to. To upload an attachment from Google Drive, you must first set a cell, range of cells, or column to the Attachment data type and then link your Google Drive account to. And with attachment uploads, you can keep your team's files in Google Drive and attach them into as needed. With the Attachment data type, files can live in cells just like other data. supports attachment file imports from Google Drive and other services.
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