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Importing Leads

Last post 04-25-2012 5:06 PM by Method_Ted. 1 replies.
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  • 04-25-2012 4:10 PM

    • MLDV
    • Not Ranked
    • Joined on 04-25-2012
    • Posts 4

    Importing Leads

    I recently imported an Excel spreadsheet full of both customers and leads.  I didn't realize I should have been importing them seperately in order to keep the leads out of QuickBooks.  I manually deleted all of the leads.  When I tried to reimport them as Customer Leads, I get an error telling me that the lead could not be created and transferred to QB because they already exist in QB.  The problem is, I deleted them from QB since they aren't customers, and I have tried to locate them in every way I can to see if there is info lingering, but there isn't.  Another problem is, why is Method trying to transfer them to QB if they are just leads and not customers?

    The info I read about Method is that there should be an 'Is Lead Status Only' button, which I haven't found; so now I am trying to import as Customer Leads (which I hope is the right thing to do).

  • 04-25-2012 5:06 PM In reply to

    Re: Importing Leads

     

    @MLDV - Welcome to our forum

    If you are using our import / export tool then there was a link to this topic, in our Method CRM Help Center HERE.

    I want to emphasis on the section on "Special case : Customers, Vendor and Leads.

    MLDV:
    I manually deleted all of the leads.  When I tried to reimport them as Customer Leads, I get an error telling me that the lead could not be created and transferred to QB because they already exist in QB.  The problem is, I deleted them from QB since they aren't customers, and I have tried to locate them in every way I can to see if there is info lingering, but there isn't

    If you are using QuickBooks Online then even deleted customers are still there as inactive. To resolve this situation, we recommend the following :

    - In QBO, restore (undelete) the records and rename them to something different (ex Joe Smith Inactive)

    - perform a sync with Method

    - delete the renamed records within QBO and re-sync with Method. 

    This workaround will identify to Method that these records (exact Leads Names) are not in the system, and are available to be imported. 

    At this point, you can try to perform the import again.

     

    Furthermore, you can contact Intuit directly to have them removed these records from their side. I believe that this process will be at a cost to you.

    Please let me know if I can be of further assistance.

     

    Ted Le
    Customization Solution Specialist
    Method Integration
    Local: 416.847.0400
    Toll Free: 1.888.925.6238
    Fax: 416.640.6027
    E-mail: t.le@methodintegration.com
    Website: http://www.methodintegration.com
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