Import/Export

Import or export data into Method:CRM
  1. Import Templates

    The following is a list of import templates for Method's Import/Export tool. These links will give you a file...

  2. What is the import/export tool?

    The import/export tool allows you to transfer information between Method and a spreadsheet. This is particularly useful for users...

  3. Important terms to understand

    Before you get into the nuts and bolts of importing and exporting, let’s get our terminology clear. A customer...

  4. Importing leads and customers

    Most new users come to the import/export tool to import a list of their leads into their Method account,...

  5. Importing multiple contacts

    A contact cannot exist without a customer.  In fact, when you create or import a customer, a contact is...

  6. Exporting leads and customers

    As the name suggests, the import/export tool also allows you to export lists of leads, customers and other records...

  7. Mass update data

    In some cases Method's import/export tool can be used to mass update existing data. The steps below will outline...

  8. Creating an Import Template

    If you are creating your own import spreadsheet from scratch, or adding fields to the Import Templates we provide,...

  9. Using the Activities Import Template

    This article will outline how to use the Activities Template to import Activities into Method. An activity is assigned...

  10. Troubleshooting and FAQ

    Import and export

  11. Using filter with script to export

    Within the Method export tool, if you click Advanced Filter Options you will have the option to Filter with...

  12. Mass Updating Tags for Contacts

    If you have a number of existing contacts that you wish to tag, you can do so using the...

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