Re: exporting/importing tables

Method_Mandeep — Tue, 27 Nov 2012 20:57:08 GMT

Hi Shaun, Method CRM Help Center has covered these exact questions and more.

You can see the article using the following link.

http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&id=189

Scroll to the bottom where it says "Special case: Customers, Vendors and Leads".

exporting/importing tables

swm023 — Tue, 27 Nov 2012 05:46:21 GMT

What are the differences between the Customer, Customer and Customer Lead, and Customer Lead tables? I'm working on transferring my information to a different account and I need to transfer leads and associated contacts and opportunites and customers and associated contacts and opportunities.

I did this 1 yr ago when I signed up for Method and it seems the tables were different. I remember there being a Contacts and a Customer table. Have things changed a bit? For example, I also remember that to classify a customer as a lead I marked "TRUE" in the "IsLeadStatusOnly" column. I don't see that on any of these tables.

I'm not a stranger to importing/exporting tables in Method but I'd appreciate a general outline of how to attack this. What table should I start with? I'm thinking I upload my leads and customers, then upload contacts associating them with right lead/customer, and then upload opportunties and associate them with the right contact--is this correct? What are the key fields I need to include in the spreadhseet to make sure my contacts associate correctly with my leads/customers? What are the key fields to make sure my opportunties assoicate with the right contact?

Thanks ahead of time.

Shaun

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Re: exporting/importing tables

exporting/importing tables