Integrations
Common integrations, Import/Export, and the Method API
55 articles
Accessing Method IntegrationsIntegrate Method with popular 3rd party services.
Sync StatusThe different sync states for records that sync to your accounting software.
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:CRM
Importing a File into MethodHow to import data into Method.
Importing Leads and CustomersImport a list of leads into your Method:CRM 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.
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
Connecting Method to MailChimpIntegrate Method:CRM 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.