Knowledge Base

Nimble Integration: Benefits & Limitations

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What It Deduplicates:

  • Contacts
  • Companies

What It Moves Over During Merge:

  • Notes
  • Tags
  • Fields
  • Custom Fields
  • Associations between Contact and Company

Where It’s Limited:

During merges, the master entity ID is changed as we must create a new contact/company instead of updating it. This is due to a limitation in the Nimble API where we can’t update tags when updating contacts. As such, we must create a new contact and remove the old one in order to preserve the tags.

Tasks, Activities, File Attachments, Messages and Leads are not kept during merges when these items are in the non-master contact/company.