Method Community

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

Nicole

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

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!

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