Integrations

Common integrations, Import/Export, and the Method API

Errol Elumir avatar Inder Dhaliwal avatar Guillermo O'Byrne avatar
54 articles in this collection
Written by Errol Elumir, Inder Dhaliwal, and Guillermo O'Byrne
Import and Export

What are the Import and Export Tools?

How to access the tools that allow you to import and export your data
Errol Elumir avatar
Written by Errol Elumir
Updated over a week ago

Important Terms

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

Giving Access to the Import and Export Tools

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

Import Templates

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

Importing a File into Method

How to import data into Method.
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Written by Errol Elumir
Updated over a week ago

Importing Leads and Customers

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

Importing Opportunities

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

Importing Multiple Contacts

Details on how to properly import multiple contacts for one customer.
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Written by Inder Dhaliwal
Updated over a week ago

Mass Update Data

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

Exporting a File from Method

How to export data out of Method
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Written by Errol Elumir
Updated over a week ago

Exporting Leads

How to export customer leads from Method.
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Written by Errol Elumir
Updated over a week ago

Using Filter with Script to Export

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

Mass Updating Tags for Contacts

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

Import/Export - Troubleshooting and FAQ

How to fix common issues while using our import/export tool.
Inder Dhaliwal avatar
Written by Inder Dhaliwal
Updated over a week ago