Since customers from QuickBooks automatically sync with Method:CRM, most new users come to the import/export tool to import a list of their leads into their Method:CRM account, so our documentation will focus on how to import leads.
However, if you are coming from another CRM and want to import actual customers, the process is identical, other than choosing Import Customers as opposed to Import Leads at the beginning.
Before you Begin
Before you begin, you may want to make sure you have the proper permissions. Please see our article Giving Access to the Import / Export Tool.
Furthermore, your import file needs to be formatted properly in a spreadsheet. Spreadsheet templates are available. Please see our article on Import Templates.
One final note, there are only two types of files you can import:
- .csv - comma separated values text file
- .xls - Excel file
Unfortunately, you cannot use .xlsx files at this time.
Importing leads - 1. Choose Data
Once your import file is ready, proceed with the following steps to import leads.
1. Click the blue icon in the upper right and choose Integrations.
2. Click Import & Export.
3. The Import screen will come up and you will be taken to the first step: Choose Data. Make sure Import Leads is selected.
5. Drag your import file into the dashed outline box, or select click to browse to find it.
6. Once your file is uploaded, click the Next button at the bottom of the screen to continue.
Importing leads - 2. Map Fields
This second step has you to map fields: you will ensure the columns in your import file matches 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:
- Green Checkmark - Field is mapped correctly.
- Yellow Exclamation - A record needs to be fixed. e.g. Violation of character limit
- Red Minus - Field must be re-mapped due to restrictions. e.g. Field type mismatch
- Blank - A field match was not automatically found, and must be manually mapped.
If you are unsure to what the icons mean, hover over them and you will get a message indicating what the problem is.
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...
Creating Custom Fields
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.
Importing Leads - 3. Review
The final step allows you to review the data before it imports. Any conflicts will be highlighted and brought to your attention.
Applying Tags To Import
At the top right of the grid, you can choose to tag each record that gets imported. The tags can be newly created or existing. 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.
Records with Conflicts
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.
The view filter will let you filter the grid between All records and Records with Conflicts.
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:
Dealing with Conflicts
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:
- Fix conflicts in the grid - By double-clicking the field, you can fix the error in the grid itself. This is useful if there aren't many conflicts.
- Export Records with Conflicts - If there are a number of errors you wish to look at or do not want to import, select this button and a csv file will be downloaded of ONLY the records with a conflict. You can edit this file for later import.
Once you are satisfied with the reviewed records, click Start Import and your import will complete.