A contact cannot exist without a customer. In fact, when you create or import a customer, a contact is automatically created for that customer. Once the customer exists, you can import multiple contacts per customer.

Before we do that, we should touch on the relationship between customers and contacts within Method: they are two different things within Method and QuickBooks. You will find more information in What is a contact?

Note
: Use our Contacts Import Template.csv as a guide.

What you'll need

In order to import your contacts, you will need to have a spreadsheet of the contacts you wish to import. You do not need to fill in all the fields for a contact, but there are two required fields you need to include within that spreadsheet:

  • Contact Field: Name
  • Contact Field: Entity

The name field makes sense, but Entity refers to the customer, vendor, or employee the contact is associated to.

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