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?
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:
The name field makes sense, but Entity refers to the customer, vendor, or employee the contact is associated to.
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:
If the customers already exist, and you have your contacts import list, then follow the below steps to import your contacts.
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).