Before you get into the nuts and bolts of importing and exporting, let’s get our terminology clear.
A customer is anyone who pays you for goods and services. A customer has accounting information (e.g. an invoice) and will therefore sync to your QuickBooks file.
A lead is a CRM-specific term that refers to a potential customer: someone who might do business with you but hasn’t yet. A lead doesn’t have accounting information (because there have been no transactions) and therefore does not sync to your QuickBooks file.
One of the goals of a CRM is to help you keep track of potential business as well as existing business. Method keeps track of your leads to keep potential customers separate from the ones actually paying you!
A contact describes a person associated with a lead or customer, for whom you have contact information (like a phone number or email address). Each lead or customer can have multiple contacts related to it. For more information on contacts, and how they are related to customers and leads, click here.
A record is a database term that refers to a piece of information being saved in a table. For example, a specific lead and all the information associated with her is considered a record. In Method, each record is assigned a unique number called a record ID, that Method uses to keep track of it. In the diagram below, you can see the record is the spreadsheet row with Bob Crenshaw's information, and the record ID assigned to it is "1".
A field defines the information about a record stored in a Method or QuickBooks table. In the diagram below, you can see the fields are the spreadsheet columns including Record ID, Name, Phone, Address and Email. There are many different field types you will use in Method. There are also two kinds of special fields you may encounter:
A required field is one that must be filled out in order to save the record.
A unique fieldis one that must have a unique value in order to save the record.
A unique value is unique when compared to all other values in the same field, for every record in that table. For example: the Name field is marked unique in the Entity table, which means you cannot save more than one record with the value "Bob Crenshaw" in its name field.
A tag is a way to assign a label to your record to make it easier to search for groups of records (e.g. you could search for all leads tagged as “influencer”).
Now that you have a handle on these terms, you’re ready to access the import/export tool!