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What is the import/export tool?
Solution No. 698

The import/export tool is a Method integration that allows you to import information directly into Method from a spreadsheet, and to export information from Method tables into a spreadsheet format. This is particularly useful for users who want to import large lists of leads when first signing up to Method.

The tool can also be used to mass-update existing information without having to do so manually. Best of all, you can use the import/export tool with CRM and app-specific tables, QuickBooks tables, and even custom tables you’ve built yourself!

Before you delve into your first-ever import, we highly recommend you ensure you’re familiar with the terminology we will be using (which you can find under Important terms to understand) and that you walk through the steps we’ve provided in our documentation. The import/export tool is very powerful, but it can be a bit tricky if you’ve never used it before.


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