Settings

Manage your CRM connections, backups, and data.

Cloud sync

Connect OneDrive to sync customer files (proposals, contracts, photos) into the CRM.

OneDrive — not connected
Sign in to enable file sync.
Not connected
Sign in with your Microsoft account to enable file sync.

Backup & data

Export all CRM data as a JSON file you can keep as an offline backup.

Export all data
Downloads every CRM record as a single JSON file.
Rebuild customer list
Reconstructs the fast customer-list index from the underlying customer files. Use this if a customer is missing from the Customers list or a row looks out of date. Safe to run any time — it never changes customer data.

Reports

Export all CRM data as a spreadsheet. One sheet per entity type.

Export as spreadsheet
Downloads every CRM record as a .xlsx file, with one sheet per record type.

Audit log

Every save is recorded with who, what, and when. Filter by user or entity type. The viewer shows the last two months by default — use Load older to extend.

Recent activity
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Danger zone

Wipe this device's local cache. The CRM re-syncs from cloud on the next page load. Cloud data — used by every Nimbus user — is not touched.

Reset all data
Clears this device's cache. Cloud data and other devices are unaffected.