Email marketing platform

[[email protected]]

Integrations
Marketing Services
Resources
Search
Home Blog Introducing Easier Data Imports With Import2
CRM
Data Management
Product Updates
Introducing Easier Data Imports With Import2
Chris Cain VP of Product Development at Nutshell
Chris Cain
VP of Product Development, Nutshell
Last updated on: October 28, 2024
a person doing a data migration through a tablet
If you’re switching CRMs, the best way to see if a new platform will work for you and your team is to import data so you can see what it’s like to communicate with contacts, track leads, and complete other daily tasks like logging phone calls.

However, importing your actual contact and sales data into another CRM can seem daunting.

That’s why we’ve partnered with Import2 to make getting your company’s customer and sales data into Nutshell even easier.

You’ll be able to migrate data from your current CRM to Nutshell in just a few clicks—no CSV files, setup, or import assistance required! Then you can start testing Nutshell’s features for yourself using your real data.

What is Import2?
Import2 is data migration software that connects software and simplifies the importing process. With this partnership, Nutshell can offer a new one-click import service to make migrating your data from another CRM simpler than ever.

How will my import work?
When you begin the process of data migration (whether in a usages of our telemarketing list free Nutshell trial or during onboarding), you have several import options, including migrating data from:

CSV spreadsheet
Address book
Phone contacts
Another CRM
To use Import2, you’ll click “Another CRM” and select your current CRM from over 25 options Nutshell supports.


You can then follow the prompts to connect your existing CRM to Nutshell and begin the automatic import. Nutshell will first import a small sample of your data so you can ensure fields are mapped correctly and the import is accurate before completing the full migration.

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.