Integrations
Common integrations, Import/Export, and the Method API
73 articles
- Method Zapier IntegrationConnect Method to hundreds of other apps with Zapier
- Method Zapier - Trigger EventsA list of Method triggers available in Zapier
- Method Zapier - List of Search ActionsA detailed look at the Method search actions available in Zapier.
- Method Zapier - List of Create ActionsA detailed look at the Method create actions available in Zapier
- Zapier: Add Method Activities for RingCentral Phone CallsUsing Zapier, you can automatically create activities for RingCentral phone calls
- Zapier: Add Method activities for new RingCentral SMS text messagesUsing Zapier, you can create an activity for new SMS text messages received or sent in RingCentral
- Zapier: Add Method activities for labeled emails in GmailUsing Zapier, you can create an activity for emails you apply a label to in Gmail
- Zapier: Add Slack Notifications for New Method OpportunitiesUsing Zapier, you can create a notification in a Slack channel for new opportunities
- Zapier Example: Create an OpportunityCreate an opportunity in Method via Zapier.
- What are the Import and Export Tools?How to access the tools that allow you to import and export your data
- Important TermsMethod terms to understand
- Giving Access to the Import and Export ToolsHow to get and grant access to the import and export tools
- Import TemplatesTemplates to use when importing data into Method.
- Importing a File into MethodHow to import data into Method.
- Importing Leads and CustomersImport a list of leads into your account
- Creating an Import TemplateEnsuring your template will import successfully
- Importing ActivitiesDetails on how to properly import activities
- Importing OpportunitiesDetails on how to properly import opportunities.
- Importing Multiple ContactsDetails on how to properly import multiple contacts for one customer.
- Mass Update DataUsing the import tool to update records en masse.
- Exporting data from MethodHow to export data out of Method
- Exporting LeadsHow to export customer leads from Method.
- Using Filter with Script to ExportHow to create a filter script for Filtering Options when exporting.
- Mass Updating Tags for ContactsUsing the import/export tool to update tags
- Getting the Outlook Email GadgetHow to install the Outlook Email Gadget
- Using and Configuring the Outlook Email GadgetHow to use and configure the Outlook Email Gadget
- Apps in the Outlook Email Gadget
- Outlook Email Gadget FAQ
- Customizing the Outlook Email GadgetInformation about how the Outlook Email Gadget
- Connect Payment GatewaysHow to connect gateways to receive payments in Method.
- Payment Gateway - View Transaction HistoryHow to view your customer's payment history.
- Disconnect a Payment GatewayHow to remove a payment gateway after it has been connected.
- Supported Payment GatewaysLists supported gateways by region
- ACH vs E-checksUnderstanding the difference between ACH, E-checks
- Saving and Managing Credit Card InformationHow to process a payment and save payment information
- Upgrade your payment gateway integrationWhy and how to upgrade your payment gateway integration
- Connect Authorize.NetHow to connect Authorize.Net
- Understanding VEEM Payment Gateway in MethodHow clients pay with VEEM in Method.
Method Pay
Method's own built-in payment processing solution.
- About Method PayWhat is Method Pay and how to apply.
- Method Pay Transaction HistoryView a list of all payments with Method Pay
- Method Pay ReportsWhere to find your payments, chargebacks, and deposits as well as understanding which report answers which question.
- Method Pay - Record Deposits in QuickBooks OnlineRecord deposits in QuickBooks online taking into account fees from Method Pay.
- Deposit timing for paymentsDeposit timing explanation for CC and ACH payments.
- Method Pay Holiday ScheduleMethod Pay holidays for 2026 and 2027.
- Handling Disputes in Method PayManaging Method Pay Refunds and Chargebacks
- ACH rejection codesWhy they happen and how to handle them
- How ACH Returns are handled & feesWhat happens when an ACH payment is returned, what it costs you, and how to prevent it.
- How Method Pay fees are applied to transactionsWhen processing fees come out, why your deposit won't match your invoice and how to record it.
- Is Method Pay PCI compliant?How card and bank details are protected, what Method stores, and what it means for your own PCI obligations.
- Tap to Phone (Mobile Pay) - Point of SaleTap to Phone turns an ordinary phone into your card reader.
- Card Account Updater (CAU)Automatically keep saved credit cards current.
- Payment Failed or Declined ReasonsWhy a card payment failed: refusal codes explained.
- Method Pay: 1099-K FormHow Method Pay handles yearly 1099-K filing for merchants.
- Connecting Method to MailChimpIntegrate Method with MailChimp
- Troubleshooting MailChimp IntegrationWhy are some contacts rejected when adding to a MailChimp audience?
- How to Reconnect MailChimp and MethodDisconnecting and reconnecting MailChimp with Method.
- Enabling MailChimp on customized screensIf MailChimp doesn't show up on your Contacts list or any Method stock screen.