Method:Classic General Q&A

Re: Loading Leads from Excel

Method_Justin — Fri, 12 Dec 2014 15:52:32 GMT

Hi NSG185,

You can view our full list of webinars here. You'll find the webinar for the Import/Export Tool on there, but for convenience here is a direct link. You might also want to take a look at this blog post, which goes over how to import Customers with Contacts associated to them.

Let me know if you have any further questions. :)

- Justin

Re: Loading Leads from Excel

NSG185 — Mon, 08 Dec 2014 19:11:21 GMT

Hi Micheal,

I need help with this same question and the webinar link you provided above no longer exists, do you have an updated link to the webinar? Thanks!

Re: Loading Leads from Excel

Method_Michael — Tue, 03 Jan 2012 14:24:17 GMT

Hi Nicole,

You can use the Method Import / Export Tool to import your leads into your lead list in Method. You can view a webinar HERE that might help. When importing your leads make sure that the field for IsLeadStatusOnly is True.

-Michael

Loading Leads from Excel

Nicole_fly — Tue, 03 Jan 2012 00:10:58 GMT

I have a list of 100 contacts I'd like to efficiently upload from Excel into Method as Leads only. Any ideas?

Nicole