Integrations

Common integrations, Import/Export, and the Method API

Errol Elumir avatar Gannon avatar Inder avatar +1
40 articles in this collection
Written by Errol Elumir, Gannon, Inder and 1 other
Import and Export

What is the Import / Export Tool?

Importing and exporting your data
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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/Export Tool

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

Import Templates

Templates to use when importing data into Method
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Written by Errol Elumir
Updated this week

Importing Leads and Customers

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

Exporting Leads and Customers

How to export leads, customers, and other records.
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Written by Errol Elumir
Updated over a week ago

Creating an Import Template

Ensuring your template will import successfully
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Written by Gannon
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

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Written by Gannon
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

Using Filter with Script to Export

How to create a filter script for Advanced Filter 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

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Written by Gannon
Updated over a week ago