Import and Export
15 articles
- 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