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 New project.
  • Via Account Settings: click your user avatar in the top-right corner, select Projects from the drop-down menu (AccountProjects), then click Add Project in the upper-right corner.

  1. Name the project

    Enter a name for the project under New Project Name, then click Create.

    Name the project, then click Create (1).

  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 Project (1).
    • Name the new project.
    • Click Create.

    Option B: Duplicate an existing project:

    • Hover over the project you want to copy and click Duplicate project, the copy icon at the end of its row (2).
    • Name the new project under Save new project as:.
    • Click Copy.

    Projects

    ProjectsTracking NumbersDestinations
    Harbor & Pine Plumbing42
    Harbor & Pine Drain Cleaning21
    Add a project from scratch with Add Project (1), or copy one with its Duplicate project button (2).

  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.
    Project ID 2187
    Project Name
    Harbor & Pine Plumbing
    Industry
    Plumbing
    Project Description
    Emergency plumbing in San Francisco.
    TimeZone
    America/Los_Angeles (UTC -07:00)
    Currency
    USD
    Time Format
    AM/PM
    Date Format
    MM/DD/YYYY
    Phone number display
    CountryDisplay
    US(415) 555-0142
    Allow incoming SMS
    Don’t need this project anymore?
    Integrations
    Email Alerts
    Google Ads
    Google Analytics
    Google Sheets-
    HubSpot-
    Softphone
    Call recordingRecord calls made through the softphone
    A project's settings. Fill in the details, and click Add preference (1) to set how phone numbers display. The Integrations list shows which integrations are set up for the project.

🎉 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, which opens AccountProjects.

  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
    • Time Format and Date Format
    • Phone number display preference
    • Allow incoming SMS
    • View which integrations are enabled
    • Call recording for outbound calls, in the Softphone card (if your role can change softphone settings)
    • Delete the project
    Integrations
    Email Alerts
    Google Ads
    Google Analytics
    Google Sheets-
    HubSpot-
    The Integrations card beside the settings: a check is an active integration, an information icon one that needs editing, and a dash one not set up yet. Click a name to open it.

🎉 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, which opens AccountProjects.

  2. Export the project

    • Click Export in the upper-right corner of the Projects page (1).
    • Choose your preferred format: CSV or Excel (2).
    • Export projects as
    • CSVComma-separated file2
    • ExcelExcel workbook (.xlsx)
    Click Export (1), then pick CSV or Excel (2).

🎉 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. It also deletes the project’s tracking numbers, call flows, destinations, tracking sources, tags and workflows. Move any tracking number you want to keep to another project first (see Move a number to another project). The project’s call records are kept.

  1. Open Projects

    • Click your user avatar in the top-right corner.
    • Select Projects (1), which opens AccountProjects.
    • Sam Riverasam@harborpine.example
    • My Profile
    • Organization
    • Projects1
    • Users
    • Plans & Billing
    • Roles
    • Child Accounts
    • White Label
    • Change theme
    • Logout
    The account menu: click Projects (1).

  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 Delete next to Don’t need this project anymore?. It shows only when you have more than one project.

  4. Confirm deletion

    • Click Remove in the confirmation pop-up.
    Click Remove (1) to delete the project for good, or Cancel to keep it.

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

If deletion fails

If deletion fails, it is for one of two reasons: it is your only project (an account always keeps at least one), or the project has number porting history, which Nimbata keeps. For a project with porting history, contact support.

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