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Accessing Method Integrations

Integrate Method with popular 3rd party services.

Method has a number of integrations which are accessible to administrators of the account. 

To access your Method accounts integrations, click the upper-right profile icon and then click Integrations.

This will take you to the Integrations Screen which lists out integrations available with Method.

Below, we'll do an overview with related articles.

  • QuickBooks Sync: Allows you to configure your QuickBooks sync as well as perform manual syncs. Depending on which version of QuickBooks you are using, please see:

  • Import & Export: The Import / Export tool allows you to transfer information between Method and a spreadsheet. This is particularly useful for users who want to import large lists of leads when first signing up to Method.

  • Payment Gateways: A payment gateway allows you to accept credit card payments directly within Method.

  • Method:Sidebar for Gmail: Allows you to see Method data within the inbox of your Gmail account.

  • Google Calendar: If you use your Google OpenID to sign into Method, a new Google Calendar is automatically created for you.

  • Method: API: The Method:API is an easy programming interface for software developers to access, add and edit data for your Method account.

  • Authorization Codes: Manage codes given to external applications that allow them to connect to Method without your email and password.

  • MailChimp: Send Contacts from Method to your MailChimp account.

  • Outlook Gadget: Find Contacts, Invoices, Opportunities, Activities, Estimates and Sales Receipts related to emails received.

  • Zapier: Connect Method to 2,000+ other web services.

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