Adding more than two contacts using *.CSV import

Ronnie Sandrock — Wed, 02 Oct 2013 21:27:38 GMT

We are making our move to Method CRM from basically a mix of other software programs. We have successfully imported all of our Quickbooks data into method as well as Leads from another program. What we need to do now is import our contacts into Method using the CSV format. My main question is, Is there a way to import more than two contacts into Method using the CSV import. I have exported my customers from Method to .CSV file but need to add more contacts. Essentially since we used Quickbooks as our accounting package and most of the primary contacts within it are "accounts payable" which limits me to importing one addtional contact using the spreadsheet. I have about 3500 contacts to associate with about 1700 customers so a CSV import would be optimal so that I could utilize tools within Excel.

Thanks for any help

Ronnie

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Adding more than two contacts using *.CSV import