Method

How to access the tools that allow you to import and export your data

What are the Import and Export Tools?

How to get and grant access to the import and export tools

Templates to use when importing data into Method:CRM

Import a list of leads into your Method:CRM account

Ensuring your template will import successfully

Details on how to properly import activities

Details on how to properly import opportunities.

Details on how to properly import multiple contacts for one customer.

Using the import tool to update records en masse.

How to export customer leads from Method.

How to create a filter script for Filtering Options when exporting.

Using the import/export tool to update tags

How to fix common issues while using our import/export tool.

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