Method:API Q&A

Re: Trying to generate links

Anonymous — Fri, 01 Jun 2012 18:13:08 GMT

Jacob:
Well, I am testing against CRM data which can be manually entered without a QB sync. I have successfully tested getting customer and entity data, adding phone call event, etc.

Jacob - yes, you can enter data into the CRM tables without syncing but that doesn't mean you're not going to run into trouble in other areas of Method. You'll notice that as soon as you login to a Method account, the very first tab you are taken to as an admin is the QuickBooks tab so that you can establish the sync.

As Dave suggested, please link this Method account to a QB file and then test to make sure the problem still happens.

Re: Trying to generate links

Method_David — Fri, 01 Jun 2012 17:23:48 GMT

Hi Jacob,

Following up on Method_Danny's point. When you login to method, it checks if you have ever done a quickbooks sync. If you have not, it takes you to the quickbooks --> synchronization tablink so you can set up a sync.

The same logic still fires even if you are coming off a link generated via the api.

We are still investigating why the synchronization page is not loading for you and all you see is the loading icon.

Dave

Re: Trying to generate links

Jacob — Fri, 01 Jun 2012 17:18:56 GMT

Well, I am testing against CRM data which can be manually entered without a QB sync. I have successfully tested getting customer and entity data, adding phone call event, etc.

Thanks,

Jacob

Re: Trying to generate links

Anonymous — Fri, 01 Jun 2012 17:01:53 GMT

@Jacob - Method requires QuickBooks though so if you haven't linked this account with a QuickBooks file, how are you testing this?

Re: Trying to generate links

Jacob — Fri, 01 Jun 2012 16:51:56 GMT

dave,

i have not. this is a default test system and i do not have a QB installation to test with. while our customers should have this setup, i believe we will not require a QB sync since we are only interested in the crm data.

forgive me for saying, but this still seems like a defect.

thanks,

jacob

Re: Trying to generate links

Method_David — Fri, 01 Jun 2012 15:12:16 GMT

Hi Jacob,

Have you ever done a quickbooks sync? If not you should follow the steps in the Method Initial Setup Guide. http://www.methodintegration.com/self-service-documentation.aspx

After the initial sync this problem should be solved

Dave

Re: Trying to generate links

Jacob — Fri, 01 Jun 2012 13:12:47 GMT

That is awesome. Thanks very much.

Re: Trying to generate links

Method_David — Thu, 31 May 2012 22:04:12 GMT

Hey Jacob,

Just an update....I have managed to reproduce the problem and we are investigating a fix.

Dave

Re: Trying to generate links

Jacob — Thu, 31 May 2012 18:46:26 GMT

very sorry to keep bugging, but my deadline approaches :)

Re: Trying to generate links

Jacob — Wed, 30 May 2012 14:25:44 GMT

This is the screen I see

Re: Trying to generate links

Jacob — Wed, 30 May 2012 14:18:37 GMT

Dave,

Yes, this happens to every link I generate. I have tried all three methods of generating a link.

Here is the code: The commented out sections give the same results.

                MethodCRMService.ServiceSoapClient client = new MethodCRMService.ServiceSoapClient(binding, endpointAddress);
                client.MethodAPIGetScreenURLV2Completed += (sender, args) =>
                {
                    Log(args.Result);
                };
                client.MethodAPIGetScreenURLV3Completed += (sender, args) =>
                {
                    Log(args.Result);
                };
                client.MethodAPIGetScreenURLV4Completed += (sender, args) =>
                {
                    Log(args.Result);
                };
                client.MethodAPIGetScreenURLV2Async(credentials.Company, credentials.UserName, credentials.Password, string.Empty,
                    "New Customer", "Customers", string.Empty);
                //client.MethodAPIGetScreenURLV3Async(credentials.Company, credentials.UserName, credentials.Password, string.Empty,
                //    "link", "Customers", "Customers and Contacts List", "2", string.Empty, string.Empty, false, string.Empty, "1");
                //client.MethodAPIGetScreenURLV4Async(credentials.Company, credentials.UserName, credentials.Password, string.Empty,
                //    "link", "Customers", "Edit Customer", "277", string.Empty, string.Empty, false, string.Empty, string.Empty);

Results:

<?xml version="1.0" encoding="windows-1252" ?> 
  <MethodAPI response="Success" URL="http://link.methodintegration.com/A638z" />

I am manually taking the URL provided and pasting it into a new IE window. I've also tried Chrome with the same results. The debugging window in IE/Chrome shows no errors.

If I am already logged in, I am shown the "working" screen as I described before. If not, I am prompted to login then that screen is shown.

Re: Trying to generate links

Method_David — Wed, 30 May 2012 13:09:52 GMT

Hi Jacob,

Sorry about the delay been a little swamped...

Does this happen with every link generated or only some of them? What function are you using to generate the link? Can you also tell me what tab and tablink you are trying to go to?

Dave

Re: Trying to generate links

Jacob — Wed, 30 May 2012 12:34:10 GMT

help?

Re: Trying to generate links

Jacob — Fri, 25 May 2012 23:22:31 GMT

Yes. It works fine if I log in manually.

If necessary I can do a web ex or Skype to show the exact situation.

This is a c# application.

Thanks,

Jacob

Re: Trying to generate links

Method_David — Fri, 25 May 2012 13:20:23 GMT

Hi Jacob,

Does the page load successfully when you login to method normally? Does it show you any form of warning/error message?

Dave