Most new users come to the import/export tool to import a list of their leads into their Method account, so our documentation will focus on how to import leads.
Customers in QuickBooks will automatically sync to Method, but if you want to import an external customer list, please see Importing customers for details on this.
Above are Excel templates to show how import spreadsheets should be formatted. It includes:
The following is a list of the column headers we’ve included for you. The character maximum length will be indicated in brackets.
If you require further fields of information, you can add them yourself.
Now it’s time to start your first lead import!
Once your import file is ready, proceed with the following steps to import leads.
This second step allows you to map fields: you will ensure the columns in your import file will match the fields of the table you are importing to.
On the left are all the column headers in your import file.
In the middle are the fields the table are mapped to. There are four states it can be in:
To manually map a field, delete the currently mapped field and then drag the field from the right hand side in.
Once you are happy with the field mapping, click Next to go to the final step...
If there isn't a field in the table that matches a column in your import file, you can create a new custom field in the table.
On the right column, you will find a link called New Field:
Click it, and you can create a brand new field within the Customer table. Once created, you can drag this new field to be mapped to a column in your import file.
The final step allows you to review the data before it imports. Any conflicts will be highlighted and brought to your attention.
At the top right of the grid, you can choose to tag each record you will import. They can be newly created, or existing tags. Just type them in the field and they will be applied to all the imported records.
In the below example, I am tagging the records with the date I imported them. This will allow me to find the imported records in case I made a mistake.
Some records may have problems with them that would prevent them from being imported. You can review those records and make changes to the records before importing them.
In the above diagram, the rows where the select column has been checked will be imported. However, note the rows which have a red exclamation mark and a red highlight. There are conflicts with these rows and they cannot be imported.
Hovering over these red highlighted fields will show a message on what is wrong:
At the bottom, you will be given an overview on the status of the current import. You will be informed how many records have conflicts, and how many records are ready for import:
You have two choices on what to do with conflicts:
Once you are satisfied with the reviewed records, click Start Import and your import will complete.
Importing customers requires almost the exact same steps as above, assuming you are using our template to import your records. The only difference is this:
When you Choose Data, select Import Customers instead of Import Leads.
And then follow the steps above to complete your import.