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Loading Leads from Excel

Last post 12-12-2014 9:52 AM by Method_Justin. 3 replies.
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  • 01-02-2012 6:10 PM

    Loading Leads from Excel

    Reply Contact

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

     

    Nicole

    Anything worth doing is worth doing well.

  • 01-03-2012 8:24 AM In reply to

    Re: Loading Leads from Excel

    Answer
    Reply Contact

     

    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

     

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo

  • 12-08-2014 1:11 PM In reply to

    • NSG185
    • Not Ranked
    • Joined on 12-08-2014
    • Posts 1

    Re: Loading Leads from Excel

    Reply Contact

    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!

  • 12-12-2014 9:52 AM In reply to

    Re: Loading Leads from Excel

    Reply Contact

    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

    Justin Henderiks
    Technical Sales Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.henderiks@method.me
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