Create a separate project for each client domain to ensure correct attribution. You manage your projects from the Projects page in Account Settings.

Create or duplicate a project

You can reach the project creation screen from two places in the app:

  • Via the project menu: click the project name in the top navigation to open the project menu, then click Create Project.
  • Via Account Settings: click your user avatar in the top-right corner, select Projects from the drop-down menu, then click + Add in the upper-right corner.

  1. Name the project

    • Enter a name for the project.
    • Click Create.

    The Create Project pop-up with the New Project Name Dental Clinic #1, and Create marked.

  2. Add more projects if needed

    To add another project for the same client, choose one of two options:

    Option A: Add from scratch:

    • Click Add.
    • Name the new project.
    • Click Create.

    Option B: Duplicate an existing project:

    • Click Duplicate project next to the project you want to copy.
    • Name the new project.
    • Click Copy.

    The Projects list with + Add and Export at the top, and the Duplicate project icon marked at the end of a project’s row.

  3. Configure the project details

    • Click the project to open its settings.
    • Fill in the Project name, and optionally the Industry and Project description.
    • Set the Timezone and Currency.
    • Optionally, click Add preference to set your preferred phone number display format for this project.

    A project’s settings with Project, Industry, Project Description, TimeZone, Currency, Phone number display and Add preference, Allow incoming SMS, and Delete.

🎉 Your new project is ready and visible in the project list under your account.

Detailed guide: Edit a project
Detailed guide: Delete a project

Edit a project

  1. Open Projects

    • Click your user avatar in the top-right corner.
    • Select Projects.

  2. Open the project

    • Click the name of the project you want to edit.

  3. Make your changes

    From the project settings page you can update any of the following. All changes save automatically.

    • Project name
    • Industry (optional)
    • Project description (optional)
    • Timezone
    • Currency
    • Phone number display preference
    • View which integrations and add-ons are enabled
    • Delete the project

    A project’s settings with its fields, Add preference and Delete marked, and the Integrations list on the right showing which integrations are enabled.

🎉 Your changes have been saved. A confirmation message will appear at the top of the screen.

Detailed guide: Create or duplicate a project
Detailed guide: Delete a project

Export a project

Exporting a project is useful when you want to share data with someone who doesn’t have access to your Nimbata account.

  1. Open Projects

    • Click your user avatar in the top-right corner.
    • Select Projects.

  2. Export the project

    • Click the Export button in the upper-right corner of the Projects page.
    • Choose your preferred format: Excel or CSV.

    The Projects page with Export marked in the upper right and its CSV and Excel options open.

🎉 The file will download to your device immediately.

Detailed guide: Create or duplicate a project

Pause a project

Nimbata has no pause option for a project or a subscription. If you or the client may want to resume later, you have two choices:

  • Stop paying for the numbers: delete the project’s tracking numbers. You stop being charged for them, but a deleted number is released and can’t be recovered, so you add new numbers when you resume. Your plan’s own fee continues until you downgrade or cancel it.
  • Keep the numbers: they stay in your account and you keep paying for them. Removing a number from its call flow stops calls from routing, but not the charge for the number.

Either way, the project itself, with its call flows, forms and integrations, stays in your account for when you resume.

Note

To delete your tracking numbers, see: Delete a number.

Detailed guide: Delete a number
Detailed guide: Change your plan

Delete a project

Warning

Deleting a project is permanent. Before proceeding, make sure the project has no tracking numbers or destination numbers still assigned to it.

  1. Open Projects

    • Click your user avatar in the top-right corner.
    • Select Projects.

    The Account Settings menu with Projects marked, beside the Projects list.

  2. Open the project

    • Click the name of the project you want to delete.

  3. Click Delete

    • Scroll to the bottom of the project settings page.
    • Click the Delete button.

  4. Confirm deletion

    • Click Remove in the confirmation pop-up.

🎉 The project has been deleted. A confirmation message will appear at the top of the screen.

If deletion fails

If a red error message appears, the project is still tied to one or more tracking numbers or destination numbers. Remove or reassign those numbers first, then try again.

Detailed guide: Delete a number
Detailed guide: Edit a project