Import Templates

Templates to use when importing data into Method:CRM

Updated over a week ago

Before importing any file, it is important to understand which fields are needed and how to populate them. This is dependent on the type of data you wish to import.

For each import template, we have a separate article explaining important concepts and preparation needed. Please take the time to review these articles before importing into Method.

Before doing any imports, please review our article Important Terms to understand.

When you are ready to import, please see our article Importing a File into Method.

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