Accessing Method's Integrations

Written by Errol Elumir
Updated over a week ago

What is the Import / Export Tool?

Importing and exporting your data

Written by Errol Elumir
Updated over a week ago

Important Terms

Method:CRM terms to understand

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

Written by Errol Elumir
Updated over a week ago

Import Templates

Templates to use when importing data into Method

Written by Errol Elumir
Updated over a week ago

Importing Leads and Customers

Import a list of leads into your Method account

Written by Errol Elumir
Updated over a week ago

Exporting Leads and Customers

How to export leads, customers, and other records.

Written by Errol Elumir
Updated over a week ago

Creating an Import Template

Ensuring your template will import successfully

Written by Inder Dhaliwal
Updated over a week ago

Importing Activities

Details on how to properly import activities

Written by Errol Elumir
Updated over a week ago

Importing Opportunities

Details on how to properly import opportunities.

Written by Errol Elumir
Updated over a week ago

Importing Multiple Contacts

Written by Inder Dhaliwal
Updated over a week ago

Mass Update Data

Using the import tool to update records en masse.

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.

Written by Errol Elumir
Updated over a week ago

Mass Updating Tags for Contacts

Using the import/export tool to update tags

Written by Errol Elumir
Updated over a week ago

Import/Export - Troubleshooting and FAQ

Written by Inder Dhaliwal
Updated over a week ago

Getting the Outlook Email Gadget

How to install the Outlook Email Gadget

Written by Errol Elumir
Updated over a week ago

Using and Configuring the Outlook Email Gadget

How to use and configure the Outlook Email Gadget

Written by Errol Elumir
Updated over a week ago

Apps in the Outlook Email Gadget

Written by Inder Dhaliwal
Updated over a week ago

Outlook Email Gadget FAQ

Written by Errol Elumir
Updated over a week ago

Customizing the Outlook Email Gadget

Written by Inder Dhaliwal
Updated over a week ago

About Payment Gateways

Accept credit card payments directly within Method.

Written by Errol Elumir
Updated over a week ago

Authorize.Net

How to configure Authorize.Net as a payment gateway for Method.

Written by Errol Elumir
Updated over a week ago

PSI Gateway

How to configure PSI Gateway as a payment gateway for Method.

Written by Errol Elumir
Updated over a week ago

PayPal Credit Card Payments

Setup Paypal's Payflow Payment Gateway. Requires an active PayPal merchant account. Some restrictions may apply.

Written by Errol Elumir
Updated over a week ago

Intuit QuickBooks Payments

How to Setup Intuit QuickBooks Payments and it's limitations.

Written by Inder Dhaliwal
Updated over a week ago

Installing Method:Sidebar for Gmail

Setting up the Method:Sidebar for Gmail.

Written by Inder Dhaliwal
Updated over a week ago

Using the Method:Sidebar for Gmail

Once you have the Method:Sidebar, access all the information you need from Method.

Written by Errol Elumir
Updated over a week ago

Method:Sidebar Preferences

Setting up the defaults for the Method:Sidebar

Written by Errol Elumir
Updated over a week ago

Method:Sidebar FAQ

Frequently asked questions for Method:Sidebar for Gmail

Written by Errol Elumir
Updated over a week ago

How Google Calendar sync works

Understanding the Google Calendar

Written by Errol Elumir
Updated over a week ago

How to Disconnect and Reconnect your Google Account from Method

A common troubleshooting solution for issues connecting your Google account

Written by Tiffany Clay
Updated over a week ago

Connecting Method to MailChimp

Integrate Method with MailChimp

Written by Errol Elumir
Updated over a week ago

Troubleshooting MailChimp

Why are some contacts rejected?

Written by Errol Elumir
Updated over a week ago

How to Reconnect MailChimp and Method

Disconnecting and reconnecting MailChimp with Method

Written by Errol Elumir
Updated over a week ago

Enabling MailChimp on custom screens

If MailChimp doesn't show up on your Contacts list

Written by Errol Elumir
Updated over a week ago

Setting up Method on Right Networks

How to set up Method to work within Right Networks servers.

Written by Inder Dhaliwal
Updated over a week ago

Right Networks FAQs

Frequently asked questions for using Method in Right Networks servers.

Written by Inder Dhaliwal
Updated over a week ago

Setting up Method on InsynQ

How to set up Method to work with InsynQ

Written by Inder Dhaliwal
Updated over a week ago

InsynQ FAQs

Frequently asked questions for using Method with InsynQ

Written by Inder Dhaliwal
Updated over a week ago

Using Method's API

Allow external applications to integrate with Method

Written by Errol Elumir
Updated over a week ago

Customizing Method to Integrate with Slack

Using Call Web Service to have Method post to a Slack channel.

Written by Inder Dhaliwal
Updated over a week ago