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.
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, or restore from a previous export.
Export all data
Downloads a single JSON file containing every customer, task, invoice, complaint, and document record.
Import data
Restore from a previous export. Replaces all current data.
JSON files only. You'll be asked to confirm before overwriting.
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
—
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.