Method:Classic General Q&A

Re: Importing from Excel

Method_Jason — Mon, 22 Apr 2013 21:28:04 GMT

Hi Juliet,

This is perfect - We actually JUST made some brand new video tutorials for importing! Click here to find them. You may leave some fields blank without any issues as long as they are not marked as a required field. To check this, go to Customize>Tables/Fields and click on Edit Fields... beside the table you are importing to. There is a column on this screen that will tell you which fields in the table are required. In your case, the Phone field in the Customer table is not required by default.

Hope you enjoy the new videos!

- Jason

Importing from Excel

Juliet — Mon, 22 Apr 2013 21:06:37 GMT

Hi,

I am just starting out as a new user - I want to import information from excel files - I watched the webinar which I think is based on an older version of Method but I got the general idea. My only question after watching the webinar is around the absence of data in a field - for instance one of the fields needed is phone number but for some of the leads I am importing I may not have a phone number. Is this going to cause an issue during the import. For the example of 3 customers all the fields were populated with data but that is an ideal scenario.

Thanks,

Juliet