Integrations

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

Connect Payment Gateways

How to connect payment gateways

Written by Guillermo O'Byrne
Updated over a week ago

Supported Payment Gateways

Lists supported gateways by region

Written by Guillermo O'Byrne
Updated over a week ago

Saving and Managing Credit Card Information

How to process a payment and save payment information

Written by Guillermo O'Byrne
Updated over a week ago

Connect Authorize.Net

How to connect Authorize.Net

Written by Errol Elumir
Updated over a week ago

Connect Braintree Payments

How to connect Braintree Payments

Written by Errol Elumir
Updated over a week ago

Connect QuickBooks Payments

How to connect QuickBooks Payments

Written by Guillermo O'Byrne
Updated this week

Connect Stripe Payments

How to connect Stripe Payments

Written by Guillermo O'Byrne
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