Before importing any file, it is important to understand which fields are needed and how to populate them. This is dependent on the type of data you wish to import.
For each import template, we have a separate article explaining important concepts and preparation needed. Please take the time to review these articles before importing into Method.
Importing Leads and Customers - Import files for QuickBooks Online, QuickBooks Desktop, and Xero are provided.
Importing Multiple Contacts - If you wish to import contacts to select customers
Before doing any imports, please review our article Important Terms to understand.
When you are ready to import, please see our article Importing a File into Method.