The import and export tools allow you to transfer information between Method and a document like a spreadsheet. This is particularly useful for users who want to import large lists of leads when first signing up to Method.
The tool can also be used to mass update existing information without having to do so manually. Best of all, you can use the import and export tools with Method tables, QuickBooks tables, and even custom tables you’ve built yourself.
In this article, we cover:
Requirements
In order to be able to import, there are a few requirements.
There are only two types of files you can import. Your import file must be of file type .csv or an .xls Excel file. Unfortunately, you cannot use .xlsx files at this time.
Administrative permissions is required for import and export.
API permissions is required for import and export.
To grant a user access to the Import tool, please see our article Giving Access to the Import and Export Tools.
Accessing the Import and Export Tools
Once you have enabled the proper permissions, your user (or users) will be able to access the import tool by doing the following:
In the upper right corner, select the profile icon and then select Integrations.
Select either Import or Export.
For detailed information, please see our articles:
We also have articles to give more details on:
For other articles, please see the Import and Export branch.
We recommend you follow the steps of each section carefully to ensure you don’t make mistakes with your data. Here are some best practices:
Make sure all fields are mapped correctly
Ensure all conflicts are addressed
Preview your data to make sure everything looks right
Add additional information to help organize your imported data