The import/export tool allows you to transfer information between Method and a spreadsheet. To find out more, please see our article What is the Import / Export tool?

In order to access the import/export tool:

  • User must be an administrator on the Method account.
  • API (application programming interface) access must be enabled.

Giving Administrator permissions

1. In the upper right corner, navigate through: Gear icon > Preferences > Users.
2. Click the user who needs to import or export permissions.
3. Click Manage User Permissions.
4. Click Give [user] full administrative permissions.

5. Scroll down and click Save to save your changes.

This user now has admin access, which means they will be able to see the Integrations option in their Preferences menu.

Enabling API access

Method’s API acts as a “bridge” between two programs, allowing information to be passed back and forth as it is in an import or export. A user who wants to make use of that bridge needs API access.

Giving a user administrative access automatically gives them API access as well, but just in case you need to do this manually, here's how.

1. In the upper right corner, navigate through: Gear icon > Preferences > Users.
2. Click the user who needs to import or export permissions.
3. Scroll down to Account Permissions and click This user is allowed to connect to Method API.

4. Click Save to save your changes.

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