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: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 a File 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