Importing multiple contacts

A contact cannot exist without a customer. 

In fact, when you create or import a customer, a contact is automatically created for that customer. 

Once the customer exists, you can import multiple contacts per customer.

Before we do that, we should touch on the relationship between customers and contacts within Method: they are two different things within Method and QuickBooks. You will find more information in What is a contact

Use our Contacts Import Template.csv as a guide.

What you'll need

In order to import your contacts, you will need to have a spreadsheet of the contacts you wish to import. You do not need to fill in all the fields for a contact, but there are two required fields you need to include within that spreadsheet:

  • Contact Field: Name
  • Contact Field: Entity

The name field makes sense, but Entity refers to the customer, vendor, or employee the contact is associated to.

In order for the contact to match up to the correct customer, you must make sure the Entity field in the contact list matches the Name field in the Customer table.

Import List Example

Below, we see two customers which have been imported into the Customers table. The Name field is a unique identifier to tie the contact to.

For each of the customers above, we will import three contacts. Note the Entity field below matches the Name field above. 

If the above contact list is imported, then:

  • Customer Vimes, Sam will have three contacts: Carrot, Delphine, and Cecil. 
  • Customer Elumir, Errol will have three contacts: Mike, Manda, and Ruby

Importing Contacts

If the customers already exist, and you have your contacts import list, then follow the below steps to import your contacts.

  1. Click the Gear icon and select Preferences
    1. On the left menu select Integrations
    2. Select Launch Import/Export Tool
    3. Select Use our Classic Import Tool
  2. Import - Step 1: Import / Export menu
    1. Import into a table from a file should be selected by default
    2. Uncheck Show only common tables?
    3. Select Contacts table in the dropdown
    4. Browser for your contacts import list (either .csv or .xls)
    5. Click Import Data
  3. Import - Step 2: Prepare Data
    1. Leave alignment set to Vertical
    2. Keep only First Row is List of Field Names checked
    3. All of your columns should import To Existing Field. You can fix this if it isn't importing into the correct column
    4. If things look fine, select Import Data
  4. Import - Step 3: Validation
    1. Click Begin Import
    2. When it's complete, click Finished
If any errors are generated at this point, you will be informed the import is “finished, but with a few errors” and brought to a screen to address them. For more information on common errors, please see Troubleshooting.

When you have completed your import, you can go to your Contacts app and filter your Contacts List for active leads to ensure your records have been successfully imported.

And that’s it! You’ve successfully imported a list of leads to Method!  Keep in mind that leads do not sync to QuickBooks, so they will not appear in your QuickBooks file after your next sync (they will only sync once they have become customers).

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