16 articles
What are the Import and Export Tools?
Important Terms
Giving Access to the Import and Export Tools
Import Templates
Importing a File into Method
Importing Leads and Customers
Creating an Import Template
Importing Activities
Importing Opportunities
Importing Multiple Contacts
Mass Update Data
Exporting a File from Method
Exporting Leads
Using Filter with Script to Export
Mass Updating Tags for Contacts
Import/Export - Troubleshooting and FAQ