Integrations

Common integrations, Import/Export, and the Method API

Errol Elumir avatar Inder Dhaliwal avatar Tiffany Clay avatar
41 articles in this collection
Written by Errol Elumir, Inder Dhaliwal, and Tiffany Clay
Import and Export

What is the Import / Export Tool?

Importing and exporting your data
Errol Elumir avatar
Written by Errol Elumir
Updated over a week ago

Important Terms

Method:CRM terms to understand
Errol Elumir avatar
Written by Errol Elumir
Updated over a week ago

Giving Access to the Import/Export Tool

How to get and grant access to the import/export tool
Errol Elumir avatar
Written by Errol Elumir
Updated over a week ago

Import Templates

Templates to use when importing data into Method
Errol Elumir avatar
Written by Errol Elumir
Updated over a week ago

Importing Leads and Customers

Import a list of leads into your Method account
Errol Elumir avatar
Written by Errol Elumir
Updated over a week ago

Exporting Leads and Customers

How to export leads, customers, and other records.
Errol Elumir avatar
Written by Errol Elumir
Updated over a week ago

Creating an Import Template

Ensuring your template will import successfully
Inder Dhaliwal avatar
Written by Inder Dhaliwal
Updated over a week ago

Importing Activities

Details on how to properly import activities
Errol Elumir avatar
Written by Errol Elumir
Updated over a week ago

Importing Opportunities

Details on how to properly import opportunities.
Errol Elumir avatar
Written by Errol Elumir
Updated over a week ago

Importing Multiple Contacts

Inder Dhaliwal avatar
Written by Inder Dhaliwal
Updated over a week ago

Mass Update Data

Using the import tool to update records en masse.
Errol Elumir avatar
Written by Errol Elumir
Updated over a week ago

Using Filter with Script to Export

How to create a filter script for Advanced Filter Options when exporting.
Errol Elumir avatar
Written by Errol Elumir
Updated over a week ago

Mass Updating Tags for Contacts

Using the import/export tool to update tags
Errol Elumir avatar
Written by Errol Elumir
Updated over a week ago

Import/Export - Troubleshooting and FAQ

Inder Dhaliwal avatar
Written by Inder Dhaliwal
Updated over a week ago