Import your Salesforce data into Nutshell quickly and easily.
- Click Setup (the gear icon in the upper right)
- On the left side, under Administration > Data, select "Data Export"
- Click "Export Now"
Note: Your files must be in CSV format and UTF-8 encoding to import them into Nutshell. Click here to view Salesforces' documentation on exporting.
You will receive an email from Salesforce Support when your export is complete. Follow the link in the email to download the zip file onto your computer. Within the zip file, there are separate CSV files for different categories of data, such as accounts, contacts, opportunities, and notes. Notes are tied to their respective account or contact based on Legacy ID (the "id" column in the file).
Legacy ID is a unique identifier in Salesforce. When migrating to Nutshell, you will import your Legacy IDs to maintain relationships between different types of records.
Importing into Nutshell
- Click Setup > Import and select the "account" CSV file.
- After you select your file, click "Next" to get to the "Match" page.
- Start by importing the "account" file first.
- When you import your Companies from your Salesforce "account" file, map the "ID" column of your file as Company > Legacy ID.
When you import People from your Salesforce "contact" file, map the ID as People > Legacy ID. In that file, you will see a column labeled "Account ID". During the import, make sure to match that column as Company > Legacy ID, so that Nutshell knows which company to attach to the people.
For further instructions on the import process, check out our support article.
In Nutshell, there's no separate distinction between leads and opportunities. You can use Company types to distinguish between different stages of the lead or build a conversion from lead to opportunity into your sales process using Stages.