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importing from excel

Last post 11-27-2014 12:52 PM by Method_Jeff. 1 replies.
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  • 11-26-2014 9:45 AM

    importing from excel

    when I import a list from excel I put the data into a "campain" during the import it removes or does not allow the importing of "exsisting" customers that are in quickbooks. the results give me a list of "leads"only. I need a list of everybody, leads"who are not past customers" and past customers in the same campain.

    ideally:

    when finished i need the search capabilty of entering a "name" or "address" and getting the result of where and in what campain or list this customer or leads resids in.

  • 11-27-2014 12:52 PM In reply to

    Re: importing from excel

    Answer

    Same issue as this thread: https://www.method.me/cs/forums/t/6603.aspx 


    Jeff


    Jeff Bell
    Community Support Specialist
    Method Integration
    j.bell@method.me
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