Import from another CRM

Open the Import hub: https://thenls.com/members/crm-import/

It has ready-made column matching for HubSpot, Resales Online, Inmobalia, Inmovilla (Apinmo), Infocasa, Sooprema, Optima-CRM, Salesforce, Pipedrive, Zoho CRM, and Excel or Google Sheets. It reads CSV files (comma, semicolon or tab; UTF-8, UTF-16 or Excel's Windows encoding) and Excel .xlsx files. HubSpot and Pipedrive are matched to their real export column names; for the others the column names vary by account, so always check the mapping screen before importing.

1) Choose where your clients come from. 2) Upload the CSV or Excel file. 3) Check how each column is matched: every column shows example values from your file and a list of where it can go (name, email, phone, notes, address, buyer or seller, tags, an existing custom field, a new custom field, or Don't import). 4) Choose what happens to clients already in your CRM, whether they are buyers or sellers, whether they gave marketing consent, and a tag for the batch. 5) Preview the first 20 rows with any problems flagged. 6) Import. The summary shows what was added, updated and skipped, and lets you undo the whole import.

In HubSpot go to Contacts, pick the view you want, click Export, choose CSV or XLSX and which properties to include. HubSpot emails you a download link. A large export arrives as a .zip: unzip it first.

Then: 1) open the Import hub at https://thenls.com/members/crm-import/ (or in your CRM click Import clients, then Use the Import hub), 2) choose HubSpot as the source, 3) upload the file, 4) check how each column is matched, 5) choose your options (duplicates, buyer or seller, marketing consent, a tag), 6) preview and import.

HubSpot's column names are recognised (First name, Last name, Email, Phone number, Mobile phone number, City, Country/Region…). Lifecycle stage, Lead status and Contact owner are offered as custom fields.

In Resales Online search your contacts, click the blue Export icon and save the file as an Excel Workbook (.xlsx) or CSV. Only users with the Administrator privilege can export.

Then: 1) open the Import hub at https://thenls.com/members/crm-import/ (or in your CRM click Import clients, then Use the Import hub), 2) choose Resales Online as the source, 3) upload the file, 4) check how each column is matched, 5) choose your options (duplicates, buyer or seller, marketing consent, a tag), 6) preview and import.

Resales Online does not publish the column names of its export, and they vary with what you choose to include, so The NLS matches the usual English and Spanish names (Nombre, Apellidos, Email, Teléfono, Móvil, Tipo, Observaciones…). Check every match on the mapping screen before you import.

Export your contacts from Inmobalia CRM to Excel or CSV. If you cannot see an export option, ask Inmobalia support to enable it for your user.

Then: 1) open the Import hub at https://thenls.com/members/crm-import/ (or in your CRM click Import clients, then Use the Import hub), 2) choose Inmobalia as the source, 3) upload the file, 4) check how each column is matched, 5) choose your options (duplicates, buyer or seller, marketing consent, a tag), 6) preview and import.

Inmobalia does not publish the column names of its export, and they vary with what you choose to include, so The NLS matches the usual English and Spanish names (Nombre, Apellidos, Email, Teléfono, Móvil, Tipo, Observaciones…). Check every match on the mapping screen before you import.

In Inmovilla filter your clients or demands, then choose Acciones, Exportar. You pick which fields become columns: include at least name, email and phone. Export to Excel.

Then: 1) open the Import hub at https://thenls.com/members/crm-import/ (or in your CRM click Import clients, then Use the Import hub), 2) choose Inmovilla (Apinmo) as the source, 3) upload the file, 4) check how each column is matched, 5) choose your options (duplicates, buyer or seller, marketing consent, a tag), 6) preview and import.

Inmovilla does not publish the column names of its export, and they vary with what you choose to include, so The NLS matches the usual English and Spanish names (Nombre, Apellidos, Email, Teléfono, Móvil, Tipo, Observaciones…). Check every match on the mapping screen before you import.

Export your client list from Infocasa as CSV (the same export Infocasa offers for Mailchimp).

Then: 1) open the Import hub at https://thenls.com/members/crm-import/ (or in your CRM click Import clients, then Use the Import hub), 2) choose Infocasa as the source, 3) upload the file, 4) check how each column is matched, 5) choose your options (duplicates, buyer or seller, marketing consent, a tag), 6) preview and import.

Infocasa does not publish the column names of its export, and they vary with what you choose to include, so The NLS matches the usual English and Spanish names (Nombre, Apellidos, Email, Teléfono, Móvil, Tipo, Observaciones…). Check every match on the mapping screen before you import.

Export your contacts from Sooprema to Excel or CSV. If your user has no export option, ask Sooprema support.

Then: 1) open the Import hub at https://thenls.com/members/crm-import/ (or in your CRM click Import clients, then Use the Import hub), 2) choose Sooprema as the source, 3) upload the file, 4) check how each column is matched, 5) choose your options (duplicates, buyer or seller, marketing consent, a tag), 6) preview and import.

Sooprema does not publish the column names of its export, and they vary with what you choose to include, so The NLS matches the usual English and Spanish names (Nombre, Apellidos, Email, Teléfono, Móvil, Tipo, Observaciones…). Check every match on the mapping screen before you import.

In Optima-CRM select all or some contacts and export them to CSV or Excel.

Then: 1) open the Import hub at https://thenls.com/members/crm-import/ (or in your CRM click Import clients, then Use the Import hub), 2) choose Optima-CRM as the source, 3) upload the file, 4) check how each column is matched, 5) choose your options (duplicates, buyer or seller, marketing consent, a tag), 6) preview and import.

Optima-CRM does not publish the column names of its export, and they vary with what you choose to include, so The NLS matches the usual English and Spanish names (Nombre, Apellidos, Email, Teléfono, Móvil, Tipo, Observaciones…). Check every match on the mapping screen before you import.

Run a Contacts or Leads report and export it (Details only, Excel or CSV), or export with Data Loader.

Then: 1) open the Import hub at https://thenls.com/members/crm-import/ (or in your CRM click Import clients, then Use the Import hub), 2) choose Salesforce as the source, 3) upload the file, 4) check how each column is matched, 5) choose your options (duplicates, buyer or seller, marketing consent, a tag), 6) preview and import.

Both header styles are recognised: report labels (First Name, Mobile Phone, Mailing City) and Data Loader names (FirstName, MobilePhone, MailingCity). Lead status and owner can become custom fields.

In Pipedrive open Contacts, People, then export the list (all or selected people) as CSV or Excel.

Then: 1) open the Import hub at https://thenls.com/members/crm-import/ (or in your CRM click Import clients, then Use the Import hub), 2) choose Pipedrive as the source, 3) upload the file, 4) check how each column is matched, 5) choose your options (duplicates, buyer or seller, marketing consent, a tag), 6) preview and import.

Pipedrive's column names are recognised (Person - Name, Person - Email - Work, Person - Phone - Mobile, Person - Label…). A home email is used when the work email is empty; extra phones go to notes.

In Zoho CRM go to Setup, Data Administration, Export, choose Contacts or Leads and CSV or XLSX. The export arrives as a .zip: unzip it first.

Then: 1) open the Import hub at https://thenls.com/members/crm-import/ (or in your CRM click Import clients, then Use the Import hub), 2) choose Zoho CRM as the source, 3) upload the file, 4) check how each column is matched, 5) choose your options (duplicates, buyer or seller, marketing consent, a tag), 6) preview and import.

The usual Zoho column names are recognised (First Name, Last Name, Email, Mobile, Mailing City, Lead Source, Tag). Check the matches before importing.

Any spreadsheet works as long as the first row holds the column names. In Excel save as .xlsx or CSV. In Google Sheets use File, Download, Microsoft Excel (.xlsx) or Comma-separated values (.csv).

Then: 1) open the Import hub at https://thenls.com/members/crm-import/ (or in your CRM click Import clients, then Use the Import hub), 2) choose Excel or Google Sheets as the source, 3) upload the file, 4) check how each column is matched, 5) choose your options (duplicates, buyer or seller, marketing consent, a tag), 6) preview and import.

Common English and Spanish column names are matched for you, and every other column with data is offered as a custom field.

Yes. On the mapping screen choose + Create a new custom field for any column, such as Budget, Lifecycle stage or Preferred area. The NLS suggests a type from the values in your file (text, number, date, pick list or yes/no) and you can change it before importing. Columns you have already imported once go straight into the matching custom field next time.

At https://thenls.com/members/crm-import/fields/ (in the Import hub, the Custom fields tab). Add a field with a name and a type; rename it or change a pick list's options at any time. A field's type cannot change once created. Deleting a field asks you to confirm and deletes the value stored in it on every client.

On the client's card in the CRM, in the Custom fields box under Details. Change a value there and it saves straight away. Click Manage to add or rename fields.

Yes. In HubSpot open the email, then File, Export email design, and choose HTML. Then in the Import hub open the Email templates tab (https://thenls.com/members/crm-import/templates/) and upload the .html file. Any other .html email design works too, or paste the HTML. You can preview and delete each template there. Merge tags such as {{ contact.firstname }} are kept as text, so replace them before sending.

For safety The NLS removes scripts, forms that send data to other websites, embedded frames, automatic redirects and anything that runs code when the email is opened or clicked. Your layout, images, links and inline styles are kept. After importing, a message lists what was removed.

Only if you say they agreed to. In the import options, marketing email consent is set to No by default. Choose Yes only if these contacts agreed to receive marketing email from you: The NLS then records that consent against each email address, with the import as the evidence. Anyone who had already unsubscribed stays unsubscribed. With No, you can still email them about their enquiry, but they are left out of marketing emails and newsletters until they opt in.

A client matches when the email, or the phone number, is the same as one of your own clients (other agents' clients are never matched). You choose: Skip leaves your existing client exactly as it is; Update replaces their details with the file's, adds the file's notes, and fills custom fields. The same person appearing twice in one file is imported once.

Yes. Click Undo this import on the summary, or in Recent imports in the Import hub. Clients the import added are deleted, details it changed are put back, custom fields it created are removed if nothing else uses them, and marketing consent it recorded is withdrawn again. A client you have already worked on since the import (a note, call, task or stage change) is kept, and a detail you have edited since is left as you edited it.

Up to 10 MB and 5,000 clients per file in the Import hub. Split a larger export into several files and import them one after the other: clients already imported are matched, not duplicated. A .zip export (HubSpot and Zoho send large exports zipped) must be unzipped first. Old .xls files need saving as .xlsx or CSV.

Each client needs a name (or an email to use as one) plus a valid email or phone number. The preview flags problem rows before you import, and after importing you can click Download skipped rows (CSV) to get those rows with the reason for each. Fix them and import that file.